CNBC & Schwab Today On NVIDIA Stock, OpenClaw, GTC - NVDA Update

CNBC & Schwab Today On NVIDIA Stock, OpenClaw, GTC - NVDA Update

Hosts of CNBC and Schwab Network discuss NVIDIA, NVIDIA stock (NVDA stock), agentic AI, OpenClaw, NVIDIA GTC, and NVIDIA CEO Jensen Huang. Today, NVIDIA and Emerald AI announced a collaboration with a number of energy companies to speed time to power and support grid reliability. NVIDIA is determined to win at every layer of the AI stack, and that includes energy; the base layer of the AI stack. I continue to be bullish on NVIDIA long-term. NVIDIA has multiple large long-term growth opportunities in front of it that are in addition to NVIDIA's current 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 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 Cramer & Faber
2:33 Paul Meeks & Brendan Burke
7:59 James Thorne
9:11 CNBC
9:24 FinVid

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