The News Today On NVIDIA Stock, Anthropic, SpaceX, OpenAI - NVDA Update
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The News Today On NVIDIA Stock, Anthropic, SpaceX, OpenAI - NVDA Update
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Hosts of CNBC, Bloomberg, Yahoo Finance, and Schwab Network discuss NVIDIA, NVIDIA stock (NVDA stock), Anthropic, SpaceX (SPCX stock), and OpenAI. Today, NVIDIA announced that NVIDIA Blackwell Ultra NVL72 swept the MLPerf Training 6.0 benchmarks. Also today, NVIDIA and HPE announced that the HPE AI Factory with NVIDIA is expanding with the Vera CPU and NVIDIA Agent Toolkit for HPE Private Cloud AI, plus NVIDIA Confidential Computing and enhanced full-stack NVIDIA integration across HPE AI Factory solutions. Also today, Equinox announced it is partnering with Cisco and NVIDIA to deploy secure AI factories across its global datacenter footprint. Also today, NVIDIA CEO Jensen Huang and Coherent's CEO took part in the groundbreaking of Coherent's expanded manufacturing facility in Sherman, Texas. Indium phosphide is likely to be a key bottleneck for the AI industry, and NVIDIA's $2 billion partnership with Coherent is meant to address that. On Monday, NVIDIA revealed a $25 billion high-grade bond sale in an SEC filing. NVIDIA intends to use the proceeds for general corporate purposes and to refinance existing debt. NVIDIA probably wanted to establish a liquid benchmark for its credit costs. Looking ahead, we have NVIDIA's Annual Meeting of Stockholders on June 24, 2026 starting at 12:00 PM EDT, 9:00 AM PDT. We also have Micron earnings on June 24, 2026. 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 the adoption of agentic systems 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 has ramped quickly and remains in high demand. Vera 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 annually by the end of the decade. In this video we talk about NVIDIA, talk about NVIDIA stock, talk about NVIDIA news, and give an NVDA update.
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