Good Thursday morning again. Welcome to Squawk on the street. I'm Sarah Eisen with Carl Kintania

live from post 9 of the New York Stock Exchange. Today, NVIDIA CEO Jensen Huang, more from our

conversation, including the outlook for China chips, and what he is calling, one of the great

mysteries of the universe. Then it's the biggest IPO of all time. New details on SpaceX's

business revealed in the S-1. We'll talk with early SpaceX investor Peter Diamandison just a moment.

Plus, the U.S. government planning to take equity stakes in several quantum computing companies, including inflection.

The CEO joins us later this hour with shares surging on the news.

Main time, a little bit of a defensive posture this morning. Dow was down just a touch, but only two sectors are green.

Utilities and health care. Industrials bearing the brunt of the damage today got the VIX once again, about 17 and a half, but hasn't been a whole lot of movement on yields.

But clearly these headlines about Iran and whether or not they want to

keep the enriched uranium has really buffeted equities intraday. Yeah, and yields as well. We're going

to start, though, with Nvidia. Shares are a bit lower. The CEO, Jensen Wong, covered a lot of ground

in our conversation last night after the chip giant reported earnings. Here's what he told me about

how he's thinking about everything from sales at China,

the company's $80 billion buyback just announced to the feasibility of data centers in space.

NVIDIA is already in space.

Hopper is already in space.

Vera Rubin's on its way to space.

And so, you know, I think the ability to deploy data centers in space is a known ability.

The question is, how do we scale that up?

And so there's a fair amount of engineering and a fair amount of science that we still have to do to scale it up.

There are no, as far as I could see right now, there's no physical limits.

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