Jensen Huang

Latest moves

Nov 11, 2026 edition

Jensen HuangLeadershipAI & techNVDAAI read · ▼ Leadership under a cloud

Nvidia hires outside law firm to investigate Jensen Huang

The move

Nvidia's board said Nov. 8 it had opened an independent investigation into CEO Jensen Huang after he disclosed an affair with Alice Huang, a technology executive whom U.S. intelligence agencies determined had passed information to Beijing; the two Huangs are not related. On Nov. 10 the board said it hired the law firm Wachtell, Lipton, Rosen & Katz, led by Joon H. Kim, a former acting U.S. Attorney for the Southern District of New York, to run the probe. In an email to staff, Huang wrote, "My actions hurt her and our children. There is no excuse for what I did." The board said it has no reason to believe national security or Nvidia's secrets were compromised, and a company representative said Huang remains committed to leading Nvidia without interruption. Nvidia shares fell more than 4% Monday and about 6% Tuesday, according to CNBC.

Why it matters

The probe puts Nvidia's most important executive under a cloud just as scrutiny of its China-related chip sales intensifies in Congress.

The bear case

The board says it has no evidence secrets were compromised, and Huang says he will keep running the company day to day, so the stock drop could prove to be a short-term overreaction rather than a lasting governance problem.

What to watch

Nov. 11 — the deadline lawmakers gave Huang to accept their request to brief Congress on the reported spy link, or propose another date.

Source · CNBCRead original ↗Report an error

Nov 8, 2026 edition

Jensen HuangPolicyAI & techNVDA · META · AMD · ORCLAI read · ▼ AI's cheerleaders lose a meeting

White House cancels AI advisory meeting with tech chiefs

The move

The Trump administration canceled a Nov. 6 meeting of the President's Council of Advisors on Science and Technology, a panel that includes Nvidia CEO Jensen Huang, Meta CEO Mark Zuckerberg, AMD CEO Lisa Su and Oracle CTO Larry Ellison, an Energy Department spokesperson confirmed. The meeting was meant to advise a new White House "Super Intelligence Task Force." The agency's meeting page briefly listed Nov. 13 as a new date before the agency retracted it by email.

Why it matters

The cancellation landed in a week when tech and chip stocks sold off on investor worries about AI spending, after Democrats' midterm wins raised the odds of tighter rules on AI data centers.

The bear case

A rescheduled advisory meeting is a logistics issue, not evidence the administration's AI policy stance has shifted.

What to watch

Whether the Energy Department sets a new date for the panel to meet.

Source · American BazaarRead original ↗Report an error

Nov 6, 2026 edition

Jensen HuangPolicyAI & techNVDAAI read · — A reputational, not yet financial, headache

Nvidia's Huang asked to brief Congress on China ties

The move

Three House Republican committee chairs — Brian Mast, John Moolenaar and Rick Crawford — asked Nvidia CEO Jensen Huang in a Nov. 4 letter to attend a closed-door briefing on Nov. 18, CNBC reported. They cited reporting by The New York Times that U.S. intelligence determined a Chinese citizen and Megaspeed executive, Alice Huang, had passed information to Beijing, and that Jensen Huang had developed a close relationship with her. Nvidia told CNBC that such customer contacts are routine for a CEO and that it shares no sensitive trade secrets with regional cloud customers.

Why it matters

The scrutiny lands days before Nvidia's Nov. 17 earnings and adds a national-security angle to the AI-chip story, even though Nvidia disputes any wrongdoing.

The bear case

The committee chairs' letter does not name its underlying evidence, and Nvidia says the government would alert it if it believed any individual posed a real threat.

What to watch

Whether Huang attends the Nov. 18 briefing and what, if anything, becomes public afterward.

Source · CNBCRead original ↗Report an error

Nov 4, 2026 edition

Jensen HuangIPO / MarketsAI & techNVDAAI read · ▲ Chip stocks rebound

Nvidia's market value tops $5 trillion again as chip stocks rebound

The move

Nvidia rose 2.3% on Tuesday, Nov. 3, as U.S. midterm election voting got underway, pushing its market value back above $5 trillion after four straight losing sessions, Yahoo Finance and a KuCoin market report said. The Philadelphia Semiconductor Index climbed, ending a three-day losing streak, with Micron up 2.6%. Analyst Jay Hatfield described the session as a rotation "from safe tech, like Apple, into riskier tech, like chipmakers," after Apple fell 1.9% on margin-cost warnings. Morgan Stanley said the election outcome helped remove a major source of market uncertainty.

Why it matters

The rebound shows how much Wall Street's AI trade had been held hostage to election-result uncertainty; once voting was underway, investors moved back into the same AI infrastructure stocks they had been selling for days on bubble fears.

The bear case

The next morning, once the Democratic sweep was confirmed, some of the same AI-linked stocks sold off again on fears of stricter data-center rules, showing how fast that confidence can reverse.

What to watch

Whether chip stocks hold their Election Day gains now that Democrats have won full control of Congress.

Source · KuCoinRead original ↗Report an error

Nov 3, 2026 edition

Jensen HuangPolicyAI & techNVDAAI read · — Espionage allegations

Nvidia denies Huang was targeted in Chinese spy plot

The move

The New York Times reported that U.S. intelligence agencies surveilled Alice Huang, a woman linked to Singapore cloud firm Megaspeed, over concerns she could be a Chinese intelligence asset using her relationship with Jensen Huang to gain information or access to President Trump. Megaspeed had previously been investigated over suspected evasion of U.S. export controls on Nvidia's AI chips. Nvidia said the Megaspeed export-control allegations were "thoroughly investigated and debunked last year," and a spokesperson said the company had not been told by the U.S. government that anyone posed a threat.

Why it matters

The report lands as Washington debates how much AI chip access to allow China, and it puts a spotlight on the personal relationships Huang has built with customers across Asia while running the world's most valuable chipmaker.

The bear case

Nvidia says the underlying export-evasion claim was already cleared, and the report caused no confirmed financial or regulatory consequence for the company.

What to watch

Any follow-up from U.S. officials on whether Megaspeed or its personnel face new scrutiny.

Source · CNBCRead original ↗Report an error

Oct 30, 2026 edition

Jensen HuangInvestmentAI & techNVDA · METAAI read · ▲ Chip leader doubles down

Nvidia to invest $3 billion in Meta's stock offering

The move

Nvidia said on October 26 it will invest $3 billion in Meta's equity offering, alongside expanded joint work on Meta's Muse AI agent models. On Meta's earnings call, Mark Zuckerberg said Muse's user accounts had passed 10 million. Nvidia did not disclose the price or share count for its planned purchase.

Why it matters

The investment deepens Nvidia's ties to one of its biggest AI infrastructure customers just as AMD expands its own footprint there.

The bear case

Nvidia's stake is still a plan, not a completed purchase, and the company has disclosed no terms for it.

What to watch

Whether Nvidia discloses purchase terms once Meta's offering closes.

Source · VKTRRead original ↗Report an error

Oct 29, 2026 edition

Jensen HuangInvestmentAI & techNVDA · METAAI read · — Customer financing

Nvidia to invest $3 billion in Meta's stock offering

The move

Nvidia said it would invest $3 billion in Meta's stock offering, part of a combined, non-binding indication of interest from Nvidia, AMD and Broadcom to buy up to $5 billion of Meta Class A common stock, per Meta's SEC filing. Nvidia said the deal also expands its work with Meta on Muse, Meta's agentic AI model family, to improve training and inference performance.

Why it matters

It shows one of Nvidia's biggest customers for AI chips also becoming one of its stock investors, tightening the financial ties between the two companies.

The bear case

Nvidia's interest is explicitly non-binding, so the final amount it actually buys could end up smaller.

What to watch

Whether Nvidia's final purchase in the offering matches the $3 billion figure once the deal closes.

Source · StocktwitsRead original ↗Report an error

Oct 26, 2026 edition

Jensen HuangInvestmentAI & techNVDAAI read · ▲ New frontier

Nvidia's Huang visits Kazakhstan, backs AI buildout

The move

On his first trip to Kazakhstan, Nvidia CEO Jensen Huang met President Tokayev as Firebird signed an investment agreement with the Kazakh government and secured a U.S. export license for 45,000 Nvidia Grace Blackwell GPUs. Nvidia is also taking part in the Data Center Valley project in Ekibastuz with Kazakhtelecom, which expects to begin commercial operations in the third quarter of 2027. Kazakhtelecom has already deployed 880 Nvidia GPUs in Astana and Almaty.

Why it matters

It extends Nvidia's push to build AI infrastructure in new international markets beyond the U.S. and China.

The bear case

Export licenses and government agreements don't guarantee the data centers get built on schedule.

What to watch

Data Center Valley's first phase, targeted for the third quarter of 2027.

Source · The Astana TimesRead original ↗Report an error

Oct 23, 2026 edition

Jensen HuangOtherAI & techNVDAAI read · ▼ Funding gap

Jensen Huang says AI boom's bottleneck is now capital

The move

Speaking to CNBC at GTC Berlin on Oct 22, Nvidia CEO Jensen Huang said demand from 'neocloud' data-center operators is 'off the charts' but that funding, not customers, is now the constraint. He said Nvidia wants to establish its compute as a 'financeable asset' that lenders can treat as collateral, building on a $500 billion AI financing plan Nvidia announced in August with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR. Nvidia shares fell as much as 2% in premarket trading that day, and neocloud peers Nebius, IREN and Applied Digital all fell further.

Why it matters

If Huang is right that financing, not demand, is the bottleneck, it suggests the AI buildout could keep going as long as lenders keep extending credit.

The bear case

Bond investors have already pushed up borrowing costs for AI-heavy companies like CoreWeave and Oracle, and two banks have issued negative notes on CoreWeave this week.

What to watch

Whether more lenders agree to treat AI compute as loan collateral.

Source · CNBCRead original ↗Report an error

Oct 21, 2026 edition

Jensen HuangOtherAI & techNVDA · CRWVAI read · ▲ Talking up a key customer

Nvidia's Huang defends CoreWeave after debt worries hit stock

The move

Speaking in Stockholm on Oct. 15, Nvidia CEO Jensen Huang said "CoreWeave's strength is improving every day" and that its cost of capital is falling, adding he sees no need for Nvidia to backstop the company. The comments came a day after CoreWeave shares fell 15% to $65.78, their biggest one-day drop since February, as investors grew worried about the AI cloud company's debt load. CoreWeave shares recovered after Huang's remarks, closing up 5.9% at $69.69.

Why it matters

Nvidia is both an investor in and major supplier to CoreWeave, so Huang's confidence carries weight for a company whose borrowing has drawn scrutiny.

The bear case

Huang's comments are a view, not a financing commitment, and CoreWeave's debt load and the cost of insuring it against default remain elevated.

What to watch

CoreWeave's next quarterly results and any update on its borrowing costs.

Source · BloombergRead original ↗Report an error

Oct 20, 2026 edition

Jensen HuangPolicyAI & techNVDAAI read · — Talk, don't restrict

Nvidia's Huang calls AI 'potentially dangerous,' urges talks

The move

At a media briefing in London on Oct. 14, Nvidia CEO Jensen Huang called AI 'potentially dangerous' but said the U.S., U.K. and China should keep talking rather than add new rules, saying 'dialogue, dialogue.' He said he keeps in regular contact with AI researchers in China and wants the U.S. and U.K. to do the same, while telling investors to model Nvidia's China revenue as zero under current export rules.

Why it matters

Huang is pushing cooperation over restriction even as U.S. export curbs already keep Nvidia largely out of China's market, a stance that puts him at odds with rivals pushing for tougher AI rules.

The bear case

Favoring dialogue over regulation also serves Nvidia's commercial interest in keeping access to Chinese research ties open.

What to watch

Whether the U.S. eases any chip-export restrictions on China.

Source · CryptoBriefingRead original ↗Report an error

Oct 19, 2026 edition

Jensen HuangPolicyOtherNVDA · AAPLAI read · — Optics risk

Nvidia and Apple each gave $25 million to Trump's ballroom

The move

A Washington Post report, based on an internal fundraising spreadsheet, named Nvidia and Apple as the largest donors to the White House ballroom project at $25 million each. The Adelson Family Foundation and Dish Network co-founder Charlie Ergen matched that amount. Cisco gave $5 million. Donations tracked so far total more than $330 million toward a project the administration has said needs about $400 million; Trump himself was not listed as a donor.

Why it matters

It raises questions about the optics of companies with major federal contracts personally funding a presidential project, even though the reporting doesn't tie any donation to a specific government decision.

The bear case

Huang said Nvidia was contributing only 'in a small way,' and the report does not establish that any donor received favorable treatment in return.

What to watch

Whether other large federal contractors disclose similar gifts as the fundraising total nears its goal.

Source · SDxCentralRead original ↗Report an error

Oct 17, 2026 edition

Jensen HuangPolicyAI & techNVDAAI read · ▼ Share loss

Nvidia's China AI chip share falls to 34%

The move

Nvidia shipped 678,000 AI data-center chips into China in the six months through June, down 44% from a year earlier, cutting its share of China's AI accelerator market to 34%, according to an IDC report cited by Reuters. Huawei's share rose to 28%, with smaller Chinese chipmakers T-Head, Cambricon, Kunlunxin and Hygon splitting the rest.

Why it matters

U.S. export limits on Nvidia's most advanced chips, plus Beijing's push toward domestic alternatives, are opening real room for Huawei in a market Nvidia once dominated almost completely.

The bear case

Nvidia still leads the global AI chip market by a wide margin, and China is a shrinking slice of its total sales as demand elsewhere keeps growing faster.

What to watch

Whether Washington eases or tightens chip export rules in the coming months.

Source · Investing.com (Reuters)Read original ↗Report an error

Oct 14, 2026 edition

Jensen HuangOtherAI & techPrivateAI read · — Notable

Trump awards top science medals to six tech leaders

The move

At an October 8 "Science: A New Golden Age" summit, President Trump gave the National Medal of Science to Elon Musk, Sergey Brin, Jensen Huang and Lisa Su, and the National Medal of Technology and Innovation to Satya Nadella and Michael Dell. Nvidia separately committed $1 billion over five years to U.S. science at the same event.

Why it matters

It's an unusually direct alignment between the White House and the AI industry's biggest names, following a voluntary accord on AI safety signed earlier.

The bear case

Critics note the honorees' companies have collectively donated billions to Trump-aligned efforts, raising questions about how much the honors reflect scientific merit versus political ties.

What to watch

Any policy follow-through from the summit.

Source · Gulf NewsRead original ↗Report an error

Oct 13, 2026 edition

Jensen HuangAcquisitionAI & techNVDAAI read · — Buy vs. build

Nvidia in talks to buy or deepen stake in Reflection AI

The move

The Financial Times reported on October 10 that Nvidia is in early talks to either expand its existing $800 million investment in AI startup Reflection AI or acquire the company outright, possibly through an "acqui-hire" structure. Reflection AI, founded by former DeepMind researchers, was reportedly raising capital in April at a $25 billion pre-money valuation. A deal could happen within weeks, or the talks could collapse.

Why it matters

It shows Nvidia moving beyond chips into owning more of the AI software stack as it competes with rivals like China's DeepSeek.

The bear case

No price or structure has been agreed, and Reuters said it could not independently verify the report.

What to watch

Whether Nvidia and Reflection AI announce a final deal in the coming weeks.

Source · ReutersRead original ↗Report an error

Oct 11, 2026 edition

Elon MuskRecognitionAI & techTSLA · GOOGL · NVDA · DELLAI read · — Star treatment

Trump gives Musk, Brin, Huang science medals at White House

The move

President Trump awarded the National Medal of Science to Elon Musk, Sergey Brin, Jensen Huang and AMD's Lisa Su at a Washington ceremony on Thursday, October 8. Michael Dell and Microsoft's Satya Nadella received the National Medal of Technology and Innovation instead. Trump called Musk "our modern-day Thomas Edison" and said, "Because of these people here, we will always be on top. No one else can compete with us." Hours before the ceremony, the administration suspended Microsoft and several other companies from the green-card sponsorship program.

Why it matters

The honors double as a message that the administration wants to keep its biggest AI and chip players close, even as it tightens the visa pipeline many of the same companies rely on for talent.

The bear case

A medal ceremony changes nothing about earnings, chip supply or visa policy; it's a photo opportunity timed to distract from the visa suspension announced the same morning.

What to watch

Whether the Permanent Labor Certification suspension affecting Microsoft and Adobe expands to other sponsors.

Source · Al JazeeraRead original ↗Report an error

Oct 11, 2026 edition

Jeff BezosFinancingAI & techAMZN · NVDAAI read · — Off-balance-sheet AI

Amazon explores $8 billion investor financing for Nvidia chips

The move

Amazon is in talks with outside investors over roughly $8 billion of financing built around its Nvidia chips, the Financial Times reported October 2. Under the plan, the chips would move into a special-purpose vehicle that raises money from investors, with Amazon leasing them back for its data centers. As of the report, no deal had been finalized and Amazon had not commented.

Why it matters

The structure would let Amazon keep using the chips in AWS while shifting some of the capital cost off its own balance sheet, as its 2026 capex is expected to run around $220 billion.

The bear case

Advanced AI chips depreciate fast — Bloomberg has flagged roughly a five-year replacement cycle — so outside investors in the vehicle would bear the risk that newer Nvidia generations erode the hardware's value before the financing is paid off.

What to watch

Whether Amazon and its investors finalize the structure, and whether other hyperscalers adopt similar off-balance-sheet chip financing.

Source · Let's Data ScienceRead original ↗Report an error

Oct 10, 2026 edition

Jensen HuangInvestmentAI & techNVDAAI read · — Soft power

Nvidia pledges $1B to US science and quantum push

The move

Nvidia said on Oct. 8 it will commit $1 billion over five years to support US research in quantum computing, healthcare and energy security, including funding for universities and for cloud providers serving government science needs. The announcement came at a Washington event tied to the White House's "Genesis Mission" science initiative. Nvidia said it would keep working with Department of Energy national labs, including a new supercomputer project at Argonne.

Why it matters

It ties Nvidia's chips directly to a government-backed science push and deepens the company's relationship with Washington while AI export and chip policy are still being decided.

The bear case

A five-year, $1 billion pledge is small next to Nvidia's market value, and the announcement also keeps Nvidia close to the Trump administration as it lobbies on chip export rules.

What to watch

How much of the $1 billion reaches independent researchers versus Nvidia's own hardware sales.

Source · NVIDIA NewsroomRead original ↗Report an error

Oct 9, 2026 edition

Jensen HuangIPO / MarketsAI & techNVDAAI read · ▲ Bullish

Nvidia shares hit records, closing in on $6 trillion

The move

Nvidia shares hit a fresh record high on October 2 and kept climbing into the following week, pushing its market capitalization to roughly $5.7-5.84 trillion, helped by a $150 billion increase to its stock buyback program that the company called the largest single additional buyback authorization in corporate history.

Why it matters

Nvidia is already the world's most valuable company, and the buyback signals the board sees the AI-chip rally as durable rather than overextended.

The bear case

Reaching the $6 trillion milestone requires the stock to keep climbing from already-record levels, and any stumble in AI-spending sentiment, like the OpenAI-linked wobble this past week, could stall the run.

What to watch

Whether Nvidia's share price pushes the company's market cap past the $6 trillion mark.

Source · CryptoBriefingRead original ↗Report an error

Oct 7, 2026 edition

Jensen HuangIPO / MarketsAI & techNVDAAI read · ▲ Bullish

Nvidia adds $150B buyback, the biggest ever

The move

Nvidia's board authorized an additional $150 billion for share buybacks on Sept. 28, lifting its total remaining authorization to $235 billion through fiscal 2028. The company called it the largest single buyback-authorization increase in corporate history, topping Apple's $110 billion authorization from 2024; the stock closed up 1.68% at $228.86 that day. Shares then hit a record high on Oct. 2, gaining 2.9% to push Nvidia's market value to roughly $5.7 trillion — less than $300 billion away from becoming the first public company to reach $6 trillion, and a rebound of nearly 25% from its late-July low after a two-month selloff had erased more than $1 trillion in value.

Why it matters

A buyback this size signals Nvidia's board sees enough free cash flow to fund both its AI data-center build-out and shareholder returns at the same time, at a moment when rivals like Oracle are piling on debt to do the former alone.

The bear case

A giant buyback can also be read as a company running out of better uses for its cash, and Nvidia's valuation now leaves very little room for a slowdown in AI chip demand to go unpunished.

What to watch

Whether Nvidia actually becomes the first company to close above a $6 trillion market cap.

Source · CryptoBriefingRead original ↗Report an error

Oct 6, 2026 edition

Mark ZuckerbergPolicyAI & techMETA · TSLA · NVDAAI read · — Neutral

Zuckerberg, Musk, Huang sign voluntary AI safety accord

The move

Six AI and chip company leaders — Meta's Mark Zuckerberg, Google's Sundar Pichai, Nvidia's Jensen Huang, OpenAI's Greg Brockman, Anthropic's Dario Amodei and Tesla/SpaceX/xAI's Elon Musk — signed a one-page White House 'Accord on Super Intelligence' on Sept. 29. It commits signers to four layers of safety controls for frontier AI models: internal technical monitoring, an internal oversight team, an independent external auditor and an independent board committee. The accord is not legally binding and sets no penalties for falling short; it grew out of talks between Zuckerberg and House Speaker Mike Johnson, with Huang helping draft the principles beforehand.

Why it matters

It's a rare moment of several rival AI leaders agreeing to the same safety framework, even informally, while governments are still deciding how much to regulate AI.

The bear case

With no enforcement mechanism, public disclosure requirement or penalty for noncompliance, the accord is a voluntary statement of intent rather than a binding commitment.

What to watch

Whether any signer publishes audit results, or whether Congress tries to turn the accord into binding law.

Source · Tech InsiderRead original ↗Report an error

Oct 4, 2026 edition

Jensen HuangIPO / MarketsAI & techNVDAAI read · ▲ Rally validates the AI capex bet

Huang's fortune tops $200 billion as Nvidia hits record

The move

Nvidia shares hit an all-time high of $236.13 on Oct 2, after Morgan Stanley reinstated the stock as its top semiconductor pick. Forbes' real-time estimate put Jensen Huang's net worth at $204.5 billion that day, up $4.7 billion in a single session.

Why it matters

It's the clearest sign yet that Wall Street still trusts the AI buildout, even after a summer of valuation worries.

The bear case

A single-day stock pop isn't an earnings report. Nvidia's next real test is its quarterly results, not an analyst note.

What to watch

Nvidia's next quarterly earnings call

Source · ForbesRead original ↗Report an error

Sep 29, 2026 edition

Jensen HuangBuybackAI & techNVDAAI read · ▲ Confidence bet

Nvidia adds a record $150 billion to its buyback

The move

Nvidia's board approved another $150 billion for share repurchases on Sept. 28, its largest single increase ever. Total remaining buyback capacity is now $235 billion, which the company expects to spend by fiscal 2028. Nvidia already bought back about $39 billion of stock in the first two quarters of this fiscal year.

Why it matters

It's a statement that Nvidia is generating more cash from the AI buildout than it can spend on R&D and capacity alone, and Jensen Huang wants shareholders to feel that.

The bear case

Buybacks this size can also be read as a company with no bigger acquisition or investment to make — a plateau signal dressed up as confidence.

What to watch

How much of the $235 billion Nvidia actually spends before its next earnings report.

Source · The Motley FoolRead original ↗Report an error

Sep 28, 2026 edition

Jensen HuangPolicyAI & techNVDA · BABAAI read · ▲ Cautious optimism

China signals it may let Alibaba, ByteDance buy new Nvidia chip

The move

China's Ministry of Industry and Information Technology has asked Alibaba and ByteDance about their planned orders for Nvidia's new RTX Pro 5500 workstation chip, and officials have signaled the purchases are likely to be approved, The Information reported Sept. 27. Nothing is finalized.

Why it matters

The RTX Pro 5500, an 84GB Blackwell-based card, was built to sit under U.S. export-control thresholds; a Chinese green light would reopen a major market Nvidia has largely lost to export curbs.

The bear case

This is a signal relayed by unnamed officials, not confirmed policy, and Beijing has reversed similar chip-buying openings before.

What to watch

Formal confirmation from MIIT and whether Alibaba or ByteDance actually place orders.

Source · Seeking AlphaRead original ↗Report an error

Sep 26, 2026 edition

Jensen HuangProduct launchAI & techNVDAAI read · ▲ Bullish

Huang says Nvidia could double chip sales next year

The move

Speaking in Scotland on September 19, Nvidia CEO Jensen Huang said the company could sell twice as many chips next year as this year, driven by demand for its new Vera Rubin architecture. Wall Street estimates put that near $700 billion in fiscal 2028 revenue, up about 70% from an expected $411 billion in fiscal 2027.

Why it matters

Huang says every frontier AI company plans to adopt Vera Rubin at launch, unlike the prior Blackwell Ultra generation, which is why he's more confident about next year's growth.

The bear case

Doubling chip sales assumes AI infrastructure spending keeps accelerating at its current pace, with no pullback from hyperscaler customers.

What to watch

Nvidia's next earnings call for updated Vera Rubin order and shipment numbers.

Source · The Motley FoolRead original ↗Report an error

Sep 24, 2026 edition

Jensen HuangPolicyAI & techNVDAAI read · — Binary event, no resolution

Trump and Xi meet, but Nvidia's China question stays open

The move

Trump hosted Xi Jinping at the White House on Sept. 24. AI safety cooperation came up in the talks, but chip export controls remained a sticking point and neither side signaled it would slow the AI race.

Why it matters

Nvidia's own guidance already assumes zero data-center chip sales to China, so any real opening would be pure upside. The summit didn't deliver one.

The bear case

Even where Washington has approved chip export licenses for Chinese firms, Beijing has reportedly discouraged its own companies from taking delivery, so a policy win in Washington may not translate into actual sales.

What to watch

Any follow-up announcement on chip licensing after this week's talks.

Source · CNBCRead original ↗Report an error

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Footprint

Prices via Finnhub · as of Nov 11, 2026 12:23 PM ET. For information only.

What to watch