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As the conversation shifted towards Nvidia's H20 revenue stream, an area analysts were keenly observing, Kind noted that it aligned closely with their expectations—around $15 billion. This figure came following insights shared by Jensen Wong during a recent podcast. However, the revelation by Charles Blackwell regarding shipment rates was unexpected; Nvidia is now shipping 1,000 racks per week, far surpassing prior estimates.
This growth trajectory in the data center segment is indicative of the increasing global competition for dominance in the technology landscape. A key point in the discussion was the recognition that the data center market is not merely about corporate profits anymore; it has evolved into a global race that could determine technological supremacy among nations.