CNBC & Brad Gerstner Today On NVIDIA Stock, Cerebras, NVIDIA Earnings - NVDA Update
Hosts of CNBC and Brad Gerstner discuss NVIDIA, NVIDIA stock (NVDA stock), Cerebras IPO, and NVIDIA earnings which are scheduled for May 20, 2026. Overnight, Reuters reported that the US has cleared 10 Chinese firms to purchase NVIDIA's H200. Now we wait to see if Beijing will officially allow the sales to happen. Some people are seeing listings for NVIDIA's RTX 5090, Pro 6000, A100, and H100 start showing up on the websites of certain Chinese companies. In other news, TSMC sees the global semiconductor market exceeding $1.5 trillion by 2030, up meenu batra ice detention from their previous estimate of $1 trillion. TSMC manufactures NVIDIA's chips. Foxconn also reported strong earnings, saying they expect AI rack shipments to more than double this year. 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 naman dhir 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, pinguini tattici nucleari sorry scusa lo siento 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 Brad Gerstner & CNBC Halftime Report
16:22 FinVid
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