NVIDIA Corporation (NVDA) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
1. NVIDIA's CFO stated AI demand continues to grow strongly. 2. Data center revenue increased by 18% sequentially, driven mainly by Hopper sales. 3. Delays in Blackwell products did not hinder strong demand figures. 4. The company is not rushing product releases due to high demand stability. 5. Forward-looking statements hint at cautious optimism regarding future growth.