00:00 Speaker A
have to do our stock of the day to kick off uh this particular episode. Stock of the day, maybe I’ve mentioned this 75 times in the course of 130 or so tapings, is in video. This is the stock of the day is in video. You can see the countdown clock uh on the board here. I three things I want to hear from Jensen Wong as the company gets ready for its big GTC event in San San Jose. Some would say this is the woodstock of AI. I don’t think you’ll see anybody there smoking joints in terms of AI software programmers, but here’s a couple things I want to hear from Jensen Wong with the stock down 10% year to date. I need to hear more details from the company uh on its next generation of chips. Uh, that’s not Blackwell, that is Ruben. You will hear a lot of of the call outs on Ruben at this conference. I need to know how powerful it is and how much better it is relative to everyone else’s. Number two, need an update on the total AI addressable market for Nvidia. And number three, the offsets in the China business that is likely to be harmed by the trade war. That could come in the form of how much Nvidia is playing in the AI robot scene, always a top topic for Jensen Wong. And I’m out of time here.