“The number will grow. And we will achieve, I'm sure, additional needs for compute that will be shippable by fiscal year '26.”

In context

“lion of revenue for Blackwell plus Rubin. 'twenty five and 'twenty six at GTC. At that time, you talked about $150 billion of that already having been shipped. So as the quarter's wrapped up, are those still kind of the general parameters that there's $350 billion in the next kind of, you know, fourteen months or so. And, you know, I would assume over that time, you haven't seen all the demand that there is. There's possibility of upside to those numbers as we move forward? Colette Kress: Yeah. Thanks, Joe. I'll start first with a response here on that. Yes. That's correct. We are working into our $500 billion forecast. And we are on track for that as we have finished some of the quarters. And now we have several quarters now in front of us to take us through the end of calendar year '26. The number will grow. And we will achieve, I'm sure, additional needs for compute that will be shippable by fiscal year '26. So we shipped $50 billion this quarter. But we would be not finished if we didn't say that we'll probably be taking more orders. For example, just even today, our announcements with KSA and that agreement in itself is four to 600,000 more GPUs over three years. Anthropic is also not new. So there's definitely an opportunity for us to have more on top of the $500 billion that we announced. Sarah: The next question comes from C.J. Muse with Cantor Fitzgerald. Your line is open. C.J. Muse: Yes. Good afternoon. Thank you for taking the question. There's clearly a great deal of consternation around the magnitude of AI infrastructure build outs and the ability to fund such plans in the ROI. Yet, you know, at the same time, you're talking about being sold out every stood up GP is taken. The AI w”