Nvidia's CEO did a Q&A with analysts. What he said and what Wall Street thinks about it
Investors have closely watched Nvidia’s week-long GPU Technology Conference (GTC) for news and updates from the dominant maker of chips that power artificial intelligence applications.
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Nvidia’s next chips are named after Vera Rubin, astronomer who discovered dark matter
Nvidia CEO Jensen Huang is expected to reveal details about Rubin, the chipmaker's next AI GPU, on Tuesday at the company's annual GTC conference.CNBC - Mar. 13 -
Nvidia Is Still the Most Important AI Company in the World, Even If Wall Street Isn’t Impressed
Jensen Huang announced new chips and robots at the GTC conference.Inc. - 1d -
What Nvidia must do at its biggest event of the year next week to win back investors
Shares of Nvidia are down more than 20% from their all-time highs set earlier this year, as for Thursday's close.CNBC - 6d -
Is the chip sector having a meltdown? By this measure, it’s mostly just Nvidia.
Broadcom and Marvell shares have been hit recently. But Nvidia alone is responsible for about three quarters of the chip sector’s lost market cap in the weeks since the DeepSeek news.MarketWatch - Mar. 10 -
Nvidia announces DGX SuperPOD with Blackwell Ultra GPUs
Nvidia announced what it called the world’s most advanced enterprise AI infrastructure — Nvidia DGX SuperPOD built with Nvidia Blackwell Ultra GPUs.VentureBeat - 2d -
Nvidia’s stock is cheap by this metric. Can next week’s GTC get it going again?
Nvidia hosts its annual conference next week at a time when investors have soured on AI stocks.MarketWatch - Mar. 10 -
Nvidia’s stock is rebounding, but the key to a real recovery may surprise investors
While Wall Street may be worried about the sustainability of AI spending, a BofA analyst thinks gross margins are more crucial to the stock trajectory.MarketWatch - Mar. 13 -
Nvidia CEO Jensen Huang Says AI Is in the Middle of ‘an Inflection Point’
Nvidia’s Huang unveiled new Rubin AI chips at GTC 2025 and also outlined AI’s ‘extraordinary progress.’Inc. - 2d -
Nvidia's new chips and software show how fast the AI king is moving to defend its crown
Nvidia shares fell Tuesday despite a slew of encouraging product updates from CEO Jensen Huang.CNBC - 1d
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