Скачать или смотреть Jensen Huang On NVIDIA, AI Demand: "Demand Is Through The Roof" - NVDA Update

Jensen Huang On NVIDIA, AI Demand: "Demand Is Through The Roof" - NVDA Update

NVIDIA CEO Jensen Huang and Liz Claman discuss NVIDIA, NVIDIA stock (NVDA stock), AI superintelligence, NVIDIA AI demand, memory supply, Micron (MU stock), software stocks, and so much more following NVIDIA earnings this past week. This week, NVIDIA reported solid earnings with very strong next-quarter guidance. NVIDIA beat estimates on both the top and bottom lines, and guided Q1 FY27 revenue at $78B, notably above the consensus estimate. NVIDIA also forecasts that gross margins will be 75% in Q1. We learned many important details from NVIDIA's CFO commentary as well as the NVIDIA earnings call. Details about NVIDIA's partnership with OpenAI, NVIDIA's integration of Groq's technology, NVIDIA's customer concentration (as well as new details about customer diversification), the production ramp of Vera Rubin, and so much more. I continue to be bullish on NVIDIA long-term, especially after everything we learned from this earnings report. Looking ahead, Jensen Huang is scheduled to speak at an event hosted by Morgan Stanley on March 4, and then we have NVIDIA GTC March 16-19 with a keynote from Jensen Huang scheduled for March 16. NVIDIA has many large long-term growth opportunities in front of it that are in addition to NVIDIA's large datacenter business. Sovereign AI, enterprise AI, AI-native startups, physical AI, and quantum computing are all large long-term growth opportunities for NVIDIA. Blackwell Ultra is ramping quickly, 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 we're expecting NVIDIA's 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.

Timestamps
0:00 Jensen Huang & Liz Claman
13:28 FinVid

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