Nvidia is still the only game in town for companies spending hundreds of billions in the AI arms race—and both the firm’s customers and investors are well aware of that. The latest reminder came on Thursday when, on an otherwise tough morning for stocks, Nvidia shares jumped over 3% after CEO Jensen Huang touted blistering demand for its next-generation Blackwell line.
Huang’s comments on Wednesday coincided with a company announcement that it is partnering with IT consulting giant Accenture to sustain corporate AI adoption.
