If you think it is irrelevant to be mentioned on an investor call, you should talk to Samsung. They were not mentioned in the Nvidia Investor Call, while their two main competitors, SK Hynix and Micron, were. Jensen was immediately confronted with the omission: "Nvidia is working as fast it can to certify Samsung’s AI memory chips", CEO Jensen Huang tells Bloomberg TV. This did not make things less embarrassing for Samsung. From being a rarity in the Semiconductor industry, Nvidia has increased the number of company name drops from 14 before AI popped to 57 mentions in the latest call. For the first time, Jensen mentions suppliers. Given the insatiable demand for Blackwell, it is reasonable that they are on his mind. If you think mentions and omissions are essential, check whether your company or competitor was mentioned. We've got you covered: