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The Latest Breaking News from Jensen Huang

Nvidia still isn’t sure if it can sell chips to China, threatening access to what CEO Jensen Huang calls a $50 billion opportunity

The U.S has yet to formally notify Nvidia that it will get export licenses in exchange for a 15% cut of revenue.

Fortune

Jensen Huang Says Nvidia's Products Irreplaceable As Broadcom And Marvell Push Custom ASIC Chips To Challenge GPU Dominance: Here's Why

On Wednesday, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang defended the company's dominant AI GPU platform, saying its full-stack architecture, ecosystem reach and performance-per-watt leadership make it irreplaceable, even as rivals Broadcom Inc. (NASDAQ:AVGO) and Marvell Technology Inc. (NASDAQ:MRV) ramp up custom AI chip production to challenge its market position.

Benzinga

Jensen Huang Declares 'A New Industrial Revolution Has Started': Sees 100x To 1000x Compute Demand Surge — $3–$4 Trillion 'Opportunity' For Nvidia

Chipmaker NVIDIA Corp.’s (NASDAQ:NVDA) CEO, Jensen Huang, announced an optimistic vision for the future of artificial intelligence during the company’s second-quarter earnings call on Wednesday.

Benzinga

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Nvidia Stock Slips Over 3% After Q2 Report — Gene Munster Says Street's Underestimating Company, Dan Ives Notes Demand For AI Chips 'Not Slowing Down

On Wednesday, Nvidia Corporation (NASDAQ:NVDA) reported better-than-expected second-quarter results. Still, shares dipped in after-hours trading as Wall Street analysts said investors may be missing the chipmaker's longer-term AI growth story.

Benzinga

Chip giant Nvidia’s sales rise 56% in boost for AI boom

US chipmaker reports revenue of $46.74bn for second quarter, defying fears that AI may be overhyped.

Al Jazeera

Peter Thiel Once Said Elon Musk And Mark Zuckerberg Are Convincing, But Jensen Huang's Nvidia Is The Real AI Race Winner Because Of This One Reason

Billionaire investor Peter Thiel once said that he won't choose between Elon Musk, Sam Altman or Mark Zuckerberg in the AI race, but argued that Jensen Huang-led Nvidia Corporation (NASDAQ:NVDA) was dominating the hardware layer—a feat made possible because, ironically, only a few talented founders pursued semiconductors after the early…

Benzinga

AI Giant Nvidia Beats Earnings Expectations But Shares Fall

AI powerhouse Nvidia reported quarterly earnings Wednesday that beat expectations, but shares slipped amid concerns about an AI chip spending bubble and the company's stalled business in China.

International Business Times

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With market on edge over AI bubble, chip stocks shudder as investors send Nvidia down 3% despite 56% growth in data center revenue

Investors had extremely high expectations for Nvidia’s data center division, with forecasts set at $41.3 billion.

Fortune

Nvidia earnings beat Wall Street’s sky-high expectations, but the stock is falling because ‘there were no H20 sales to China-based customers’

“Production of Blackwell Ultra is ramping at full speed, and demand is extraordinary,” CEO Jensen Huang said.

Fortune

Nvidia Q2 Earnings Highlights: Double Beat, $60B Share Buyback, Huang Says 'AI Race Is On' (CORRECTED)

Editor's Note: This article has been updated to correct the price action data.

Benzinga

Nvidia sets fresh sales record amid fears of an AI bubble and Trump’s trade wars

Despite surpassing Wall Street expectations for its AI chips, company shares drop 2.3% in after hours trading

The Guardian - US

Trump Tariffs Won't Hurt TSMC, Says Taiwan Official As $100 Billion US Investment And Tariff Exemption Shield Chip Giant

Taiwan's top economic planning official said the Donald Trump administration's tariff threats on semiconductors would have minimal impact on Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), citing the chipmaker's massive U.S. investments, global dominance in AI chip production and the tariff exemptions.

Benzinga

NVIDIA just built a “brain” that can power humanoid robots and physical AI — and it only costs $3,499

NVIDIA just announced Jetson Thor, a "robot brain" that powers humanoids, self-driving cars, and smart machines with real-time generative AI.

Windows Central

AI mania or AI bubble? Nvidia’s earnings—and its China exposure—will decide how Wall Street answers that question

Nvidia’s earnings are now a cultural event, with watch parties, bubble fears, and billions on the line—even a small miss could send markets reeling.

Fortune

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The Independent UK

Nvidia launches ‘robot brain’ for ultra-powerful AI humanoid machines

Nvidia boss Jensen Huang describes Jetson AGX Thor chip as the ‘ultimate supercomputer’

Fortune

Nvidia's new $3,500 'brain' could herald what Jensen Huang calls the final phase of AI

Jetson Thor helps robots react in milliseconds, the difference between dropping or catching a package, or bumping a pallet and steering around it.

Fortune

I worked on the first iPhone under Steve Jobs before selling Nest for $3.2 billion. Jensen Huang is right about what will happen next with AI

My old boss Steve Jobs cared about hardware, and it still matters.

Benzinga

This Nvidia Supplier Is Turning Up The Heat: Growth Metrics Spike As Stock Looks Set For A Breakout

Nvidia Corp’s (NASDAQ:NVDA) biggest manufacturing partner, Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), saw a big spike in its Growth metrics in Benzinga’s Edge Stock Rankings.

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Benzinga

Jensen Huang Wants To Know If CC Wei Is 'Still Paying For Dinner' As Nvidia And TSMC CEO's Discuss High-Stakes China-Specific AI Chips

Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang's trip to Taiwan for high-stakes talks with Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) CEO CC Wei was punctuated by playful banter over dinner.

Barchart

A $10 Billion Reason to Buy This Quantum Computing Stock Now

Honeywell's quantum computing subsidiary has seen its valuation double in just 18 months.

Benzinga

Tesla Reportedly Reinvents Optimus Training Strategy With A Vision-Only Approach: 'At This Scale...It Would Take Forever,' Says Expert

Tesla Inc. (NASDAQ:TSLA) has reportedly altered its approach to training its humanoid robot, Optimus, opting for a vision-only method.

Tom’s Hardware

‘Still, you’re paying for dinner,’ Nvidia CEO shoots back after TSMC CEO jokes about his $4 trillion NT net worth

Nvidia CEO Jensen Huang is back in Taiwan for weighty negotiations with contract chipmaker TSMC, but still had some fun.

Fortune

Unlike Jensen Huang, this CEO embraces work-life balance and is proud he takes vacations and coached his kids’ baseball team

With millions of PTO left on the table each year, Lactalis U.S. Yogurt CEO Bill Cassidy argues normalizing time off is a competitive advantage—not a concession.

The Independent UK

How Nvidia's chips became central to the U.S.-China trade war

When Nvidia CEO Jensen Huang revealed Friday that the company is working with the Trump administration on a new computer chip designed for sale to China, it marked the latest chapter in a long-running debate over how the U.S. should compete with China’s technological ambitions

Tom’s Hardware

Nvidia responds to reports that its H20 GPU for China is ending production — next-gen B30A green light "up to the United States government," according to CEO Jensen Huang

A new report claims that Nvidia might be winding down production of the China-only HGX H20 AI chip following claims that the chips is "unsafe" according to China's CAC.

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