NVIDIA, Gemini 3 & Google TPUs Update on CNBC & Bloomberg

CNBC & Bloomberg Today On NVIDIA Stock, Gemini 3, Google TPUs - NVDA Update

Hosts of CNBC and Bloomberg each discuss NVIDIA, NVIDIA stock (NVDA stock), Google's Gemini 3, and Google TPUs. This is after The Information published an article claiming that Meta is in discussions to use Google's TPUs starting in 2026, and to potentially add TPUs to their own datacenters in 2027. It's important to remember that the world is compute-constrained in the face of very strong AI demand. Many companies, including Meta, simply cannot get enough compute. There is plenty of room in this market for NVIDIA, AMD, Broadcom, and more companies to all succeed as AI demand is so strong. NVIDIA's Jensen Huang also addressed Gemini 3 on NVIDIA's recent earnings call. Pre-training and post-training are still fully intact. That is good news for NVIDIA, even though Gemini 3 was not trained on NVIDIA GPUs. I continue to think that NVIDIA's long-term growth is being underestimated by most analysts. NVIDIA has many large 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 very quickly right now, 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 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 Bloomberg
6:09 CNBC
10:53 Lo Toney
13:45 Dean Ball
18:12 Dan Ives
20:21 FinVid

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