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Fortune

Sharon Goldman

Nvidia CEO Jensen Huang: AI will need more computing power, not less

Jensen Huang Nvidia Fortune

Nvidia CEO Jensen Huang holding an AI chip overlayed with pictures of the DeepSeek logo.

In today’s CEO Daily: Sharon Goldman listens to Jensen Huang at Nvidia’s GTC conference.
The big story: A partial ceasefire in Ukraine?
The markets: The Fed is expected to hold interest rates at 4.25%-4.5% but investors will be focused on the future guidance.
Analyst notes from Ark Invest’s Cathie Woods on the “AI crisis” at Apple, Goldman Sachs on the effect of “trade policy uncertainty” on jobs, UBS on the U.S. economy.
Plus: All the news and watercooler chat from Fortune.

Good morning. I’m writing from tech’s Superbowl—aka Nvidia’s GTC conference, which kicked off yesterday in San Jose, California. Of course, all eyes were on leather-jacket-clad CEO Jensen Huang (No.2 on Fortune’s list of the Most Powerful People in Business) and his predictions for the future of AI. Below, three takeaways for CEOs from the biggest stage in tech:

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