Tonight, one of the most important stocks to the market just posted its quarterly report, and in just moments, we're going to bring you the CEO's first interview after reporting those earnings.

Welcome to this CNBC special report. I'm John Ford. For the market cap of more than $3 trillion, some on Wall Street, are calling Invidia's quarterly report

a pivotal moment for artificial intelligence. Coming up, my interview with CEO Jensen Huang,

where we discussed demand for Nvidia's Blackwell chips and the impact of DeepSeek on its business.

Then we'll talk to our panel of experts, including NVIDIA shareholder, Josh Brown and AI expert Cassie Kauserkal.

But first, our own Christina Partsenevolous just got off the Nvidia earnings call and she joins

us with the key takeaways. Christina? Thank you, John. Well, demand for NVIDIA's Blackwell products

is absolutely exploding. Their CEO and CFO called it unprecedented in both speed and scale

during the earnings call.

And get this, their latest chip generation hit $11 billion in sales just in Q4, making it the fastest

product ramp ever.

And you remember those black girl products that were having all of those production headaches?

Talked about it, headlines, overheating issues, packaging problems, yield concerns.

CEO Jensen Wong admitted that hiccup cost them a few months, but he was quick to reassure

investors they worked through those challenges and he promised they won't face the same issues

with upcoming Blackwell products like the Blackwell Ultra.

So basically, the supply chain problems are clearing up, easing.

These production challenges and the launch of their new products are weighing on margins,

which dropped to 71% for Q1, lower than analysts' estimates,

and why we saw the stock fall initially right at the, when the press release came out.

But several times on the earnings call, CFOLEC crest reassured investors that margins would climb

back up to the mid-70s range by the second half of this year, something she reiterated last

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