By coinnews 
00:00 Speaker A
Yahoo! Finance’s Dan Howley for his reaction to the call. Dan, give us your highlights.
00:04 Speaker B
Yeah, I want to talk about some things that CFO Colette Kress had pointed out. Uh, we have some audio from her going over what she sees as the inferencing explosion.
00:17 Colette Kress
We are witnessing a sharp jump in inference demand. OpenAI, Microsoft, and Google are seeing a step function leap in token generation. Microsoft processed over 100 trillion tokens in Q1.
00:32 Speaker B
So it was another kind of bit that she pointed out when it comes to the future projects that Nvidia is working on.
00:44 Colette Kress
We have a line of sight to projects requiring tens of gigawatts of Nvidia AI infrastructure in the not too distant future.
00:54 Speaker B
You know, there’s there’s more to that obviously. But then we had CEO Jensen Huang going over kind of the the idea that they won’t be able to use Hopper moving forward and then what that means for the the Chinese market and and the potential for the US to miss out on it.
01:11 Jensen Huang
China is one of the world’s largest AI markets and a springboard to global success. With half of the world’s AI researchers based there, the platform that wins China is positioned to lead globally.
01:28 Speaker B
So this is obviously, you know, a the the basically the sharpest pushback we’ve seen from Jensen Wong with regards to these export controls. Now he’s he’s criticized these before, especially at GTC, things like that. He said that essentially export controls are a failure and that there should be other ways to work around this. But him saying directly, look, we’re basically giving China these these this ability to build out its own AI infrastructure rather than having them rely on US AI infrastructure is is a negative for not just Nvidia, but the US as a whole.