Home Finance CEO Jensen Huang just delivered some fantastic news for Nvidia investors

CEO Jensen Huang just delivered some fantastic news for Nvidia investors

by trpliquidation
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CEO Jensen Huang just delivered some fantastic news for Nvidia investors

Nvidia (NASDAQ: NVDA) recently reported another blowout quarter. After telling investors to expect revenue to be around $32.5 billion in the third quarter of fiscal 2025, the leading artificial intelligence (AI) company reported record quarterly revenue of $35.1 billion for the period ending October 27.

However, exceeding expectations has become the norm as AI capital expenditures continue to grow. Analysts were already expecting another big quarter, and Nvidia stock reflects plenty of future success. Nvidia shares are down about 7% since its fiscal third-quarter report, even after some very optimistic comments from Nvidia CEO Jensen Huang during the earnings conference call.

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But it was the comments he made the week before Nvidia’s earnings report that should make investors most excited about owning the stock. Huang was in Japan on November 12 for an AI summit and he presented a vision of the future that gives investors a clear picture of why it is not too late to Buy Nvidia stock.

While answering questions during the earnings call on November 20Huang handled reports on production and quality-related issues for the latest Blackwell AI architecture. Blackwell’s success is critical for Nvidia heading into next year. Huang delivered great news on that front:

Blackwell’s production is running at full speed. In fact… we will deliver more Blackwells this quarter than we previously estimated. It is true that demand is greater than our supply.

When Huang was at an AI summit in Japan with Soft Sofa However, CEO Masayoshi Son explained the week before how ubiquitous he expects Blackwell and Nvidia’s other AI-related platforms to be.

Huang and Son have a history together. Huang even joked during the fireside chat that Son “wanted to lend me money to buy Nvidia — everything.” “Now I regret not recording you,” he told Son, adding, “That was a great idea.” Son said the offer was made in 2016, shortly after SoftBank acquired the semiconductor chip designer Arm positions for $32 billion. SoftBank still owns 90% of Arm after it went public again in 2023.

Nvidia’s CEO made an even more important revelation during the summit. He stated: “Today we are announcing that we are partnering with SoftBank to bring and build an AI infrastructure for Japan. Together we will build Japan’s largest AI factory… from Nvidia DGX.”

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