CNBC & Fox Today On NVIDIA Stock, NVIDIA Earnings - NVDA Update
Hosts of CNBC and Fox Business each discuss NVIDIA and NVIDIA stock (NVDA stock) ahead of NVIDIA earnings. On Friday, we learned of multiple reports regarding OpenAI and NVIDIA. The FT reported that NVIDIA will invest $30 B in OpenAI instead of the previously-announced $100 B under the NVIDIA-OpenAI partnership. CNBC reported that a source told them that NVIDIA's participation in OpenAI's current funding round is separate from the $100 B partnership. Additionally, CNBC reported Friday after market close that OpenAI has changed their spending commitments from the previously-announced $1.4 Trillion to fastenal a new target of $600 Billion by 2030. Looking ahead, we have NVIDIA earnings on February 25, 2026. Then we have NVIDIA GTC March 16-19, with a keynote from Jensen Huang scheduled for March 16. I continue to think that NVIDIA's long-term growth is being underestimated by most analysts. sarah ferguson NVIDIA has many large long-term 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 quickly, 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 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 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 Dan Ives
0:52 CNBC
1:12 Adam Turnquist
4:12 Cramer, Faber & Carl
8:52 Jason Ware
11:18 FinVid
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