Colette Kress
Coverage of Colette Kress in the Nexus archive.
- Nvidia’s H200 sales prospects in China remain uncertain despite Huang visit
Nvidia has not generated any revenue from H200 chip sales to China and remains uncertain whether the product will be allowed into the country, despite having US government licenses. Geopolitical tensions continue to restrict the chip manufacturer's access to China's large AI market, even as global demand for its data center processors reaches record levels.
- Nvidia on track to be worlds leading CPU supplier claims CFO
Nvidia's CFO Colette Kress announced the company is on track to become the world's leading CPU supplier with nearly $20 billion in CPU revenue projected for 2027, driven by deployments of its new Vera CPU chips by major hyperscalers. The Vera CPU, featuring 88 Arm cores and up to 1.5TB of memory, represents a new $200 billion market opportunity for Nvidia beyond its dominant GPU business. Major clients including OpenAI, Anthropic, Oracle, and SpaceX have already taken delivery of Vera-based systems.