Nvidia CEO Jensen Huang joined the chipmaker's fiscal first-quarter earnings call to talk about the Blackwell rollout, dismiss "air pocket" worries, how sovereign artificial intelligence and multimodality are positive drivers for Nvidia, and what's next for the company.
Amazon reportedly changed plans for some Nvidia orders to wait for the new Blackwell system to drop, fueling worries about an "air pocket" in demand for Nvidia's AI chips, but experts suggested those worries are overblown as demand continues to outpace supply.