NVIDIA's Jensen Huang & Partners Today On NVIDIA $500B Partnership, Micron, SK Hynix - NVDA Update
#NVIDIA #Micron #SKHynix
NVIDIA's Jensen Huang & Partners Today On NVIDIA $500B Partnership, Micron, SK Hynix - NVDA Update
CNBC, Jensen Huang, and NVIDIA partners discuss NVIDIA, NVIDIA's $500B partnership, memory, Micron, SK Hynix, OpenAI, Anthropic, and much more. On Monday we got TSMC's July Revenue Report showing revenue up 5.6% MoM and 44.7% YoY. Also on Monday, Micron's CBO participated in an event hosted by Keybanc in which he shared many important details (relevant to both Micron and NVIDIA). Also over the weekend, it was reported that Apple has begun testing memory from CXMT. In other news on Monday, Meta's Zuckerburg announced that the company will open the weights for Muse Spark 1.2, and launch a new family of open models named Muse Glimmer that are designed to run on edge devices. Looking ahead, we have NVIDIA earnings on August 26, 2026. I continue to be bullish on NVIDIA long-term. NVIDIA has multiple large long-term growth opportunities in front of it. Sovereign AI, enterprise AI, AI-native startups, physical AI, and quantum computing are all large long-term growth opportunities for NVIDIA. Blackwell Ultra has ramped quickly and remains in high demand. Vera Rubin is on track to launch in 2026. We're expecting NVIDIA Groq 3 LPX in the second half 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 annually by the end of the decade. 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 & Partners
34:39 FinVid
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