All The News Today On NVIDIA Stock, Google TPUs, AI Demand - NVDA Update

All The News Today On NVIDIA Stock, Google TPUs, AI Demand - NVDA Update

Hosts of CNBC, Bloomberg, and Yahoo Finance discuss NVIDIA, NVIDIA stock (NVDA stock), Google TPUs, and AI demand. Today, we got many pieces of news from Google, including the announcement of Google's eighth generation TPUs. We also got a blogpost from NVIDIA talking about how NVIDIA and Google Cloud are expanding their partnership in many key areas. In other news, the Commerce Secretary said while testifying before Congress that NVIDIA's H200 GPUs have not been sold to Chinese companies due to those companies' inability to get approval from their government. Also in this video, I talk about IREN and IREN stock because some of you have asked me to provide an IREN update. Looking ahead, we have hyperscale earnings later this month. Alphabet, Amazon, Meta, and Microsoft are all scheduled to report earnings on April 29, 2026. What these companies say about CapEx guidance and their AI strategies will have an important impact on NVIDIA stock moving forward. I expect all four of the major hyperscale companies to provide strong CapEx guidance this earnings season. 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 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, 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 Bloomberg
1:19 Ben Reitzes
2:38 CNBC Halftime Report
3:49 Adam Parker
4:30 Kevin Mahn
5:38 Tim Seymour
6:56 CNBC Fast Money
7:55 FinVid

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