it was a really exciting listen hearing him talk about the business and the outlook for al —— jensen ——wong out of that, demand is quite unquote, so great, he said, that was something that got the market a said, that was something that got the marke— got the market a bit excited, blackwell — got the market a bit excited, blackwell is _ got the market a bit excited, blackwell is expected - got the market a bit excited, blackwell is expected to - blackwell is expected to deliver a $2.5 billion in revenue in the fourth quarter and for that tojump and for that to jump significantly and for that tojump significantly next year to around $55 billion so the market is reallyjust trying to get its head around the magnitude of how big that demand really is in terms of revenues. thanks to melissa 0tto of s&p global visible alpha. let's move to europe now because there's cheaper borrowing for the 350 million people that use the euro currency. in the last hour or so, the european central bank — which sets policy for the 20 nations in the eurozone — has cut its main interest rate by a quarter of a percent

investors will want to know what jensen wong is doing to remain the leader in the space.s basically trading flat today, following some early games. the bullish comments from larry ellison on data centers, it's down 22% from the recent highs >> seema, there was one other comment kim forest said. she said she wants nvidia to behave almost like oracle and that huge sales team >> yeah. it's great to point out that nvidia is not just this pure play on chips. it's trying to be the end-to-end player, everything a client needs from the stats to the technology they want to be the dominant player they are right now >> exactly kind of leveraging that position seema, thank you john porter, bringing you back in what do you want to hear from wong tomorrow? >> well, i think partnerships is something we would love to hear more of, because as i mentioned earlier, seeing the use cases, there's something that is going to drive the next leg of the story. as you see that partnerships with leading financial services and health care companies, really companies across all corners of the economy,

secondly, we've heard from jensen wong recently, in the last couple of weeks, about the great demandt the company continues to see. they have by all accounts what many would suggest to be not just a first mover advantage but, in fact, a moat because of their installed base. much like we talk about apple having, how does that all factor in, though? >> let me concede all of those. it's an amazing company going after a big market this it's going on dominate because it has immense moats. but that would mean that you would need $1 trillion in revenues and 70% margins to be delivered ten years from now. reverse engineering from the $3 trillion market cap. so even if you took every word that jensen wong takes as the truth and you build it in, i still have a tough time getting to $3 trillion. this is a company that if you look at the current numbers has immense growth and maintains 70% operating margins to deliver what you paid already up front as a price. that's what i mean about investing odds being, you know, against you. you price this company to be the most amazing company of all time.

. >> if we saw you in the same room as jensen wong would you be able to say i get along with the guy, competitor? are things to heated between the two companies? >> i'm a big believer in the technology ecosystem really works when you have good competition and frankly good partnership as well. there are places where we partner across and there are places where we compete but the main thing is customers want choice. our customers are the largest in the world. they want the best tech. everybody wants to have choices and that's what we offer. we are offering a very strong high-performance can peeling road map >> that works when it exceeds supply doesn't it? >> it is one of those cases where people have asked over and over again are we going to have enough? we are building. we are building a ton so we have enough of computing capacity the demand is very strong as well. we will continue to ramp up the supply chain but i view this as let's not think about it as what happens over the very short-term, let's go back to how we started. we are going to look back at this whole time 10 years from n

nvidia's jensen wong is feeling pressure from investors, and the new boeing ceo kelly ortberg is looking us right now to talk about corporate leaders facing big challenges and the markets as well is joe moglia. he is former chairman and ceo of td ameritrade and executive adviser to the president at coastal carolina university. joe, leadership has been something you have been focused on, not only in your career on wall street, but also what you've done with your football leadership, too, teaching leadership we see a number of these crises taking place around the world. any thoughts on these situations, how you step up to these challenges >> while each of those companies that you mentioned have a little bit of a separate issue on problem, there were three priorities every ceo has got to have, every firm has got to have it's all about your clients, your employees if you don't do a great job with your clients, you're not going to be in business. and you deliver value to each of your constituents through your employees. the other piece is real leadership aboutstanding up, taking responsibilit