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Hosts of CNBC and Bloomberg each discuss NVIDIA, NVIDIA stock (NVDA stock), and AI demand. NVIDIA stock reached a new all-time high during today's trading session. Recently, there has been a lot of speculation about a potential AI bubble, especially so following NVIDIA's $100 billion investment in OpenAI, with many pointing to similarities of vendor financing during the dotcom bubble. Last week, Jensen addressed the investment, saying that the return on the invested capital will be "fantastic" and that he thinks OpenAI is likely going to be the next multi-trillion dollar hyperscale company. Looking ahead, we have NVIDIA GTC in Washington DC this October with a keynote from Jensen Huang on October 28. NVIDIA has many large growth opportunities in front of it that are in addition to NVIDIA's large datacenter business. Sovereign AI, enterprise AI, AI-native startups, AI robotics, and quantum computing are all large long-term growth opportunities for NVIDIA. Blackwell Ultra is ramping very quickly right now, Rubin is on track to launch in 2026, we're also expecting Rubin CPX at the end of 2026, then we're expecting Rubin Ultra in 2027, and later on Feynman in 2028. We have a clear datacenter product roadmap extending into 2028, and Jensen Huang believes there will be $3T-$4T of global AI factory buildout between now and 2030. In this video we talk about NVIDIA, talk about NVIDIA stock, talk about NVIDIA news, and give an NVDA update.
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00:00 Nvidia Stock Latest News Today
01:00 Nvidia News Today
02:00 Nvidia Stock Analysis
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