NVIDIA & Stock Updates with Jensen Huang on CNBC 📈

CNBC & Jensen Huang Today On NVIDIA Stock, Corning, IREN - NVDA Update

Hosts of CNBC, NVIDIA CEO Jensen Huang, and Corning CEO Wendell Weeks discuss a range of topics, including NVIDIA, NVIDIA stock (NVDA stock), NVIDIA's partnership with Corning. Today, NVIDIA and IREN announced a new strategic partnership to accelerate the deployment of up to 5 GW of AI infrastructure. As part of the partnership, IREN is giving NVIDIA the right to invest up to $2.1 billion to NVIDIA, and IREN also obtained a contract from NVIDIA to provide capacity to NVIDIA for its own internal workloads. IREN also announced the acquisition of Nostrum Group, marking IREN's entrance into the European market. Looking ahead, we have NVIDIA earnings on May 20, 2026. Then on June 1, we have a GTC keynote from NVIDIA CEO Jensen Huang in Taipei starting at 11 AM Taipei Time (that's May 31, 2026 starting at 11 PM EDT, 8 PM PDT). We are witnessing a major inflection in inference demand, and subsequently, an inflection in demand for NVIDIA's products. Most market participants have no idea what is happening right now. The current inflection in inference demand is being fueled by agentic AI and agentic systems being adopted at scale. Jensen Huang recently appeared on the Lex Fridman podcast, and very seriously raised the possibility of NVIDIA becoming a $3 trillion revenue company in the near future. Again, most market participants have no idea what is happening right now; we are witnessing a major inflection in inference demand fueled by agentic AI and that has major implications for the growth of NVIDIA's business. 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 is ramping quickly, 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 through 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
0:24 Cramer
5:11 Jensen Huang & Wendell Weeks
18:09 FinVid

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