Nvidia CEO Jensen hang on earnings demand and Blackwell chip Nvidia CEO Jensen hang addressed the company's earnings and the status of the Blackwell chip clarifying that recent production delays were not due to design issues he revealed that Blackwell's mass production will start in Q4 with significant Revenue expected to grow into the next fiscal year the demand for Blackwell is currently higher than Supply but Nvidia plans to increase production as the year progresses Wong highlighted that accelerated Computing demand extends Beyond hyperscalers to various Industries including data centers and scientific research he also discussed the rise of sovereign AI where country like Japan and India are investing in their AI infrastructure viewing Digital Data as a National Asset on Energy Efficiency Hong noted that Blackwell provides improved performance per power unit and incorporates Advanced cooling Technologies regarding nvidia's Cloud strategy hang stated that the company will not become a cloud provider instead nvidia's GPU cloud services will continue to be integrated into existing Cloud platforms enhancing their performance and supporting nvidia's Ai and Robotics projects the company will use its own cloud services extensively for its internal needs and AI model development