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The Latest Breaking News from Jensen Huang

75% of gains, 80% of profits, 90% of capex—AI’s grip on the S&P is total and Morgan Stanley's top analyst is 'very concerned'

The long bull market since 2022 is a "one-note narrative" since the explosion of ChatGPT, according to Lisa Shalett, CIO of Morgan Stanley Wealth Management.

Fortune

Nvidia's Sky-High AI Ambitions Under Fire: Goldman Sachs Flags 'Circular Revenue' Risk As Wall Street Questions 'Jensen's Math'

Goldman Sachs has issued a warning regarding potential “circular revenue” for Nvidia Corp. (NASDAQ:NVDA) stemming from its strategic investments and partnerships, even as the investment bank raised its price target for the semiconductor giant.

Benzinga

China's Chip Challenge: The Race To Match US Tech

China's push to develop top-end artificial intelligence microchips is gaining momentum, but analysts say it will struggle to match the technical might of US powerhouse Nvidia within the current decade.

International Business Times

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MasterClass founder says CEOs who are not using AI daily are only 80% as good as their peers—he’s saved an entire day of work thanks to a custom GPT

While some CEOs fear AI will replace them, David Rogier built an AI clone of himself—and says it's made him more essential, not less.

Fortune

Emperor Jensen? Nvidia's CEO is so powerful in AI that even Google and Amazon inform him of their own in-house AI chip efforts, as Huang doesn't apparently like surprises

Nvidia’s unmatched control of AI hardware forces even Amazon and Google into deference, as reliance on GPUs sustains its dominance.

TechRadar

Nvidia-Fujitsu Partnership To Revolutionise AI — Here's What It Means for Japan and the World

Nvidia and Fujitsu boast a new partnership that will revolutionise AI adoption. They will work together on building 'an AI infrastructure'.

International Business Times UK

Nvidia CEO Jensen Huang frustrated by UAE AI chip delay, claims report — White House said to be pressing nation to finalize U.S. investments before chip deliveries are authorized

Nvidia cannot start shipping its AI chips to the UAE, as the country is reportedly yet to finalize its investments in the U.S.

Tom’s Hardware

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NVIDIA's CEO says humans will be "busier in the future" as AI unlocks new opportunities in robotics, biotech, and design

NVIDIA CEO Jensen Huang says AI is poised to create new fields of work in robotics, biotech, and design that will demand human intervention, creativity, and oversight.

Windows Central

Nvidia CEO Jensen Huang Sells $42 Million Stake As Stock Touches New All-Time High

Nvidia Corp.’s (NASDAQ:NVDA) co-founder and CEO, Jensen Huang, has sold another significant block of the company’s stock this week, according to regulatory filings with the Securities and Exchange Commission.

Benzinga

Nvidia and Fujitsu agree to work together on AI robots and other technology

U.S. technology company Nvidia and Fujitsu, a Japanese telecommunications and computer maker, have agreed to work together on artificial intelligence to deliver smart robots and a variety of other innovations

The Independent UK

Nvidia CEO Jensen Huang Reportedly Frustrated As Trump's Commerce Secretary Slows UAE Chips Deal Over China Link

A multibillion-dollar deal for Nvidia Corporation (NASDAQ:NVDA) to supply advanced AI chips to the UAE has been stalled for months, reportedly frustrating CEO Jensen Huang as U.S. Commerce Secretary Howard Lutnick pushes Abu Dhabi to finalize investments before shipments proceed.

Benzinga

Can Jensen Huang maintain Nvidia’s grip on AI as competitors rise amid geopolitical tensions?

Nvidia dominates AI with 94% of the GPU market and record revenue, but mounting pressure from Amazon, Google, China’s chip ban, and rising rivals is starting to test its grip.

Windows Central

This Nvidia Challenger Just Issued a Big AI Warning in China. What Should You Do With NVDA Stock Here?

Huawei’s plan to double AI chip production might put pressure on NVDA investors, but as long as they're strategic about it, they should be fine.

Barchart

Job losses might be likely due to AI but Nvidia's CEO says the booming billion-dollar industry will always need more plumbers and electricians

It seems like it's AI or nothing.

PC Gamer

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Benzinga

Elon Musk Is 'The Ultimate GPU,' Says Nvidia CEO Jensen Huang—Predicts He Could Be The First To Hit A Gigawatt

In a recent podcast, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang compared Elon Musk‘s brain to the company’s chips, praising Musk’s unique abilities.

Fortune

Jim Cramer: The case of Nvidia, the stock I loved so much in 2017 that I named my dog after it

In this excerpt from his new book, the CNBC host talks about his "finest stock pick ever." It was trading at less than $4 back then—now it's a $4 trillion holding.

Fortune

Inside Intel, employees say the famous culture gradually fell apart—and worsened the chipmaker's downward spiral

Intel was famous for its company culture. Understanding how it deteriorated offers lessons for other tech high-fliers.

Benzinga

Nvidia CEO Jensen Huang Calls Trump's $100,000 H-1B Visa Fee 'A Great Start' Amid Brain Drain Fears: 'What Country Has The Word Dream Behind It'

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang has backed President Donald Trump's plan to impose a $100,000 fee on new H-1B visa petitions, even as other business leaders and economists warn the policy could cripple America's ability to attract top global talent.

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Fortune

Nvidia’s CEO Jensen Huang says electricians and plumbers will be needed by the hundreds of thousands in the new working world

The $4 trillion tech CEO warns the future won’t be powered by tech bros—but rather the blue-collar workers.

Benzinga

Nvidia's 'Jensen Math' Of $50 Billion Revenue Per GW Gets A Reality Check: Here's What Barclays Analysts Project For NVDA

A multi-billion-dollar gap has emerged in the estimated cost of powering the AI revolution, pitting a new bullish forecast from Barclays against Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang's own ambitious projections.

Fortune

Jensen Huang doesn’t care about Sam Altman’s AI hype fears: he thinks OpenAI will be the first “multi-trillion dollar hyperscale company”

Zuckerberg and Altman are scared of a bubble. Not Nvidia’s leader, who also offered thoughts on the $100,000 H-1B visa setting “the bar a little too high.”

Tom’s Hardware

Amazon and Google tip off Jensen Huang before announcing information about their homegrown AI chips — companies tread carefully to avoid surprising Nvidia, says report

According to a recent report by The Information, Amazon and Google each provide advance notice to Huang before unveiling updates to their custom silicon.

PC Gamer

Nvidia CEO Jensen Huang says the US needs to 'go compete' with AI chips against China because 'they're nanoseconds behind us'

Playing the field.

Windows Central

"They're nanoseconds behind us" — NVIDIA's CEO sounds alarm on China's AI rise and questions US chip strategy

Huawei recently announced a three-year plan to overtake NVIDIA's AI dominance in China, and that's bad news for the US firm struggling with restrictions.

Benzinga

Nvidia CEO Jensen Huang Warns US Export Controls On China May Have Backfired: 'They're Nanoseconds Behind Us'

Nvidia Corp. (NASDAQ: NVDA) CEO Jensen Huang has hinted that U.S. policies aimed at slowing China's artificial intelligence progress might have instead accelerated domestic competitors like Huawei Technologies.

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Sebastian Siemiatkowski

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