Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more
“If our next several years are a trillion dollars in scale, we have the supply chain to do it”
Q&A with Jensen Huang on Nvidia's supply chain moat, competition from ASICs like Google's TPU, investing in AI labs and neoclouds, selling to China, and more
“If our next several years are a trillion dollars in scale, we have the supply chain to do it”
Nvidia stock rose 18%+ over the past ten days, its longest winning streak since 2023; Jensen Huang said in March that Nvidia has $1T of GPU orders through 2027
Nvidia stock is on a tear, rising more than 18% over the past ten days. It's the longest winning streak the artificial intelligence chip giant …
How Nvidia became the AI industry's most powerful financier, investing tens of billions in startups and key customers who couldn't otherwise afford its chips
‘This is what it is like to be rich!’ CEO Jensen Huang told guests before a recent opera performance.
Jensen Huang says Nvidia is in the process of restarting manufacturing of its H200 chips for shipments to China and it has received orders from “many customers”
Ina Fried /Axios:
Jensen Huang says Nvidia is in the process of restarting manufacturing of its H200 chips for shipments to China and it has received orders from “many customers”
Nvidia CEO Jensen Huang said the company is in the process of restarting manufacturing of its H200 chips for shipments to China.
Jensen Huang says Nvidia expects its flagship AI chips to help generate $1T+ in sales through 2027, after previously forecasting $500B in sales through 2026
Nvidia Corp. Chief Executive Officer Jensen Huang, addressing crowds at the company's biggest annual event …
Jensen Huang says Nvidia expects to generate $1T+ in sales from its flagship AI chips through the end of 2027, after previously forecasting $500B by 2026's end
Ian King /Bloomberg:
Jensen Huang says Nvidia's recent $30B investment in OpenAI “might be the last time” it invests in the company, because OpenAI is “going to go public”
Ashley Capoot /CNBC: