Скачать или смотреть CNBC & Fox Today On NVIDIA Stock, Google TPU, Gemini 3 - NVDA Update

CNBC & Fox Today On NVIDIA Stock, Google TPU, Gemini 3 - NVDA Update

Hosts of CNBC and Fox Business each discuss NVIDIA, NVIDIA stock (NVDA stock), Google Gemini 3, and Google TPUs. This is after The Information recently published an article claiming that Meta is in discussion with Google to start using Google's TPUs in 2026, and to start adding TPUs to their own datacenters in 2027. It's important to note that we don't know if that report is correct or not. The success of Gemini 3 and Google's TPUs is not detrimental to NVIDIA, and selling NVIDIA in light of the article from The Information is, in my opinion, the wrong read of the situation. Will NVIDIA sell whatever they can produce in 2026? Will NVIDIA sell whatever they can produce in 2027? They most likely will. Will the total addressable market continue to grow through the remainder of this decade? It most likely will. And if that is the case, then there is plenty of room in this market for multiple companies including NVIDIA, AMD, Broadcom and others to all succeed as there is such strong AI demand. I continue to think that NVIDIA's long-term growth is being underestimated by most analysts. 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, physical AI, 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.

Timestamps
0:00 CNBC
3:02 Daniel Newman
5:17 Shah Gilani
5:53 CNBC
12:53 Charles Payne & Sylvia Jablonski
16:21 FinVid

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