NVIDIA CEO Jensen Huang denied rumors of a delay for the Rubin Ultra architecture, reaffirming shipment next year. A major AI project shifted from self-developed ASICs to nearly 50% NVIDIA GPU usage, countering competitive concerns. New growth drivers include sovereign AI and enterprise customers, with CPU revenue expected to reach $20 billion this fiscal year. As market value nears $5 trillion, NVIDIA plans increased stock buybacks. The main challenge is improving delivery efficiency amid power and cooling constraints.





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