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NVIDIA Targets $1 Trillion in Revenue by 2027, Signaling Higher Stock Valuation
finance8 days ago

NVIDIA Targets $1 Trillion in Revenue by 2027, Signaling Higher Stock Valuation

NVIDIA boss Jensen Huang revealed a forecast of at least $1 trillion in revenue through 2027 for Nvidia’s next‑gen AI compute platform, effectively doubling prior targets amid what he calls an inference inflection. He also announced MOUs with major firms (including Goldman Sachs, KKR, and BlackRock) to finance AI‑compute infrastructure, underscoring Nvidia’s compute business as a revenue driver and a marketable asset. With Q2 revenue around $91 billion and a trajectory toward well over $400 billion this year, the path to $500 billion next year and ultimately $1 trillion appears feasible, suggesting the stock could push higher as AI demand and earnings growth accelerate.

via Yahoo Finance|
#ai-infrastructure#finance#jensen-huang
Nvidia’s $21B SpaceX stake spotlights AI-era ties
business10 days ago

Nvidia’s $21B SpaceX stake spotlights AI-era ties

Nvidia disclosed it owns about 123 million SpaceX shares, worth around $21 billion at the end of June; with SpaceX’s stock down since its IPO, the stake is now worth roughly $17 billion, underscoring Nvidia’s entwined finances with major customers and its expansive AI investments, including Musk’s note of an exclusive SpaceX data-centre kit relationship powered by Nvidia’s Vera Rubin architecture.

via Financial Times|
#artificial-intelligence#business#elon-musk
technology27 days ago

Huang presses lawmakers for a lighter AI touch to keep U.S. edge

Nvidia CEO Jensen Huang visited Capitol Hill to urge a lighter regulatory touch and broader access to AI, arguing for open-weight models to accelerate U.S. competitiveness. He met with lawmakers including Senators Warner, Schiff and Cruz, discussing testing, data-center regulation, and workforce impacts as part of a broader industry push amid national-security debates and a recent cyber incident. Some lawmakers expressed skepticism about loosening guardrails, highlighting the ongoing tension between speed to deployment and safeguards.

via Politico|
#ai#congress#jensen-huang
politics29 days ago

Nvidia's Huang Heads to Washington to Champion U.S. AI Leadership

Nvidia CEO Jensen Huang travels to Washington to press lawmakers from both parties on American leadership in artificial intelligence, highlighting Nvidia’s pledge to help build up to $500 billion in U.S. AI infrastructure and his support for open-source AI as a safety, innovation, and sovereignty booster; he is set to meet Sen. Mark Warner and other leaders as OpenAI’s Sam Altman also plans DC talks, underscoring a busy week of AI-policy engagement on Capitol Hill.

via Politico|
#ai-policy#capitol-hill#jensen-huang
Huang Urges Calm AI Policy, Rejects Doomsday Narratives
technology1 month ago

Huang Urges Calm AI Policy, Rejects Doomsday Narratives

Nvidia CEO Jensen Huang argues against AI doomsaying, saying fears of humanity-ending AI and mass job loss are nonsense, and calls for broader policymaker input and careful, not panic-driven, regulation. He warns some safety rhetoric may be used to gain favorable rules, and frames the policy debate amid U.S.-China tech restrictions and export controls as a test of whether openness fuels American strength or needs containment.

via Axios|
#ai-policy#anthropic#jensen-huang
Huang: Open Chinese AI Will Grow the Market, Not Threaten U.S. Lead
technology1 month ago

Huang: Open Chinese AI Will Grow the Market, Not Threaten U.S. Lead

In an Axios interview amid the Kimi panic, Nvidia CEO Jensen Huang says the U.S. should embrace Chinese open-source AI models, calling them excellent and insisting they expand the AI market and lift demand for Nvidia’s chips and data centers; he rejects panics about competition, argues openness improves security through scrutiny, and urges broader access to restricted models like Anthropic’s Mythos instead of blocking all Chinese AI.

via Axios|
#ai-policy#china-ai#jensen-huang
Tech billionaire Huang backs Vanderbilt’s SF arts college revival as CCA winds down
business1 month ago

Tech billionaire Huang backs Vanderbilt’s SF arts college revival as CCA winds down

Jensen Huang and his wife’s Huang Foundation commit a $75 million matching gift to establish the Jen-Hsun and Lori Huang College of Art, Architecture and Design at Vanderbilt’s San Francisco campus, replacing the California College of the Arts (which will close after 120 years). The gift, part of Huang’s ongoing support that now totals $97.5 million for CCA, includes undergrad and grad programs, archives digitization, fellowships, and connections to San Francisco’s culture and innovation scene, while prompting debate over tech philanthropy’s influence on the arts.

via The San Francisco Standard|
#art-education#business#california-college-of-the-arts
Huang Bets Marvell as the Next AI-Chip Leader Aiming for a $1 Trillion Valuation
technology2 months ago

Huang Bets Marvell as the Next AI-Chip Leader Aiming for a $1 Trillion Valuation

Motley Fool reports Jensen Huang publicly branded Marvell Technology as the next AI-chip stock likely to reach a $1 trillion market cap, citing Marvell’s role in high-speed networking, optical interconnects, and custom silicon that tie GPU clusters together in hyperscale data centers. With AI capex expanding, connectivity is emerging as a key bottleneck, placing Marvell at the center of the AI infrastructure stack. While the company could see meaningful earnings growth if it continues to win in networking and custom silicon, achieving a $1 trillion valuation would require sustained top-line expansion and multiple re-rating, and Fool notes Marvell isn’t currently among its top Stock Advisor picks.

via The Motley Fool|
#ai-infrastructure#connectivity#hyperscale-data-centers
Huang declines Warren’s invite to testify on AI policy
technology2 months ago

Huang declines Warren’s invite to testify on AI policy

Nvidia CEO Jensen Huang declined Sen. Elizabeth Warren’s request to testify at a Senate Banking Committee AI hearing, saying he cannot attend but offering to host her at Nvidia’s Santa Clara headquarters to discuss U.S. leadership in AI, Nvidia’s China business, and export controls; the hearing will examine AI’s role in innovation, affordability and competitiveness, with other witnesses and ongoing export-control policy debates.

via NBC News|
#ai-policy#elizabeth-warren#export-controls
Huang’s optics verdict sparks a rally in AI optical stocks
technology2 months ago

Huang’s optics verdict sparks a rally in AI optical stocks

NVIDIA CEO Jensen Huang used Marvell’s Computex keynote to champion a copper-to-optics strategy for AI data centers—use copper where possible, then scale with optics to meet GPU-to-GPU traffic needs. The comments helped lift optical-interconnect names (Coherent, Lumentum, Corning, Marvell, Ciena) as investors expect a rapid shift to photonics in AI infrastructure, backed by Nvidia’s multi‑billion‑dollar photonics investments and bullish Bank of America price targets for related stocks.

via Yahoo Finance|
#ai-data-centers#jensen-huang#marvell-technology
Huang's Trillion-Dollar Vision Sends Marvell Stock Soaring
business2 months ago

Huang's Trillion-Dollar Vision Sends Marvell Stock Soaring

Nvidia CEO Jensen Huang labeled Marvell Technology as the 'next trillion-dollar company' at Computex Taipei, sending Marvell shares higher in premarket trading after Nvidia pledged a $2 billion investment and broader bets on photonics. Marvell, a data-center chip designer, beat Q1 2027 revenue estimates with $2.4 billion and projected continued growth as AI infrastructure demand grows for connectivity across large data-center clusters.

via CNBC|
#business#computex-2026#data-centers
Nvidia Signals PC CPU Push with N1X Chip at Computex
technology2 months ago

Nvidia Signals PC CPU Push with N1X Chip at Computex

At Computex, Nvidia CEO Jensen Huang announced the N1X CPU, a component of its RTX Spark superchip for Windows PCs, signaling Nvidia’s entry into CPUs alongside its data-center GPUs. The PCs, to be built by partners like Microsoft and Dell and launching this fall, are pitched as high-performance, AI-friendly machines that could power AI agents. Nvidia also referenced its Vera Rubin data-center CPU, aiming to broaden its revenue beyond GPUs and dominate the evolving CPU market, with premium early devices and broader pricing later.

via The Motley Fool|
#computex#jensen-huang#n1x