Morgan Stanley investor meetings this week with Nvidia CEO Jensen Huang, CFO Colette Kress, and head of IR Toshiya Hari:

-"accelerating growth rates" even at $100 billion revenue per quarter

-"We see a strong Vera Rubin cycle driving the next 12 months"

-“With regards to recent stories that Rubin ultra could slip to 2028, the company said that is not true and that Rubin Ultra will ship next year"

"but also acknowledged that there would be form factor changes as the kyber rack is being replaced by a "better solution", potentially supporting a larger single rack scale up domain"

"The company presented this as a positive; they continue to take risks with the product roadmap but also will quickly course correct to derisk the ramps."

"Important technologies including 800 volt and optical scale-up between racks remains on schedule.”

-“The memory shortage looks to last for several years.”