CNBC, Jensen Huang & Intrator Today On NVIDIA Stock, CoreWeave Deal - NVDA Update

Описание: CNBC, Jensen Huang & Intrator Today On NVIDIA Stock, CoreWeave Deal - NVDA Update

Hosts of CNBC, NVIDIA CEO Jensen Huang, and CoreWeave CEO Michael Intrator each discuss NVIDIA, NVIDIA stock (NVDA stock), NVIDIA and CoreWeave deepening their collaboration with each other, and NVIDIA investing another $2 billion in CoreWeave. NVIDIA made that investment by purchasing $2 billion of CRWV stock at $87.20 per share. CoreWeave will adopt NVIDIA CPU and storage platforms and multiple NVIDIA generations. NVIDIA will offer CoreWeave software to global cloud service providers and enterprises. Also today, Microsoft introduced Maia 200, a new AI inference accelerator aimed at cost-effective inference. I don't view this as a major problem for NVIDIA, as I explain in the video. This week marks the start of hyperscaler earnings with both Microsoft and Meta earnings on January 28, then Alphabet earnings on February 4, and finally Amazon earnings on February 5. What these companies say about CapEx guidance and their AI strategies will have an important impact on how NVIDIA stock trades in the short-term. Looking ahead, we have NVIDIA earnings on February 25, 2026. I continue to think that NVIDIA's long-term growth is being underestimated by most analysts. NVIDIA has many large long-term growth opportunities in front of it that are in addition to NVIDIA's large datacenter business. Sovereign AI, enterprise AI, AI-native startups, physical AI, and quantum computing are all large long-term growth opportunities for NVIDIA. Blackwell Ultra is ramping quickly, Rubin is on track to launch in 2026, we're also expecting Rubin CPX at the end 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 between now and 2030. In this video we talk about NVIDIA, talk about NVIDIA stock, talk about NVIDIA news, and give an NVDA update.

Timestamps
0:00 CNBC, Jensen Huang & Mike Intrator
20:20 FinVid

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