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00:00 Introduction: Data Center Revenue Growth
03:11 US Government Licensing and China Sales
04:28 Hopper and Blackwell GPU Shipments
05:08 Global AI Infrastructure Investments
09:31 Sovereign AI and European Initiatives
10:25 Networking Revenue and AI Compute Clusters
12:45 Thor Robotics Platform and Industry Adoption
14:14 Geographical Revenue Summary
16:29 Automotive Revenue and NVIDIA Thor
18:15 Q3 Outlook and Revenue Projections
19:37 Upcoming Financial Events
20:31 Q&A: Growth Vision and AI Infrastructure
23:50 Q&A: China Market and Competitive Landscape
36:03 Q&A: Spectrum XGS and Networking Opportunities
46:49 Conclusion: AI Revolution and Future Prospects

I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.

Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.

I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.

My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel.

If you like this content I would greatly appreciate your likes and shares!

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