CNBC Today On NVIDIA Stock, OpenAI AWS Deal - NVDA Update

CNBC Today On NVIDIA Stock, OpenAI AWS Deal - NVDA Update

Hosts of CNBC discuss NVIDIA, NVIDIA stock (NVDA stock), and a new $38 billion compute deal between OpenAI and Amazon for access to hundreds of thousands of NVIDIA GPUs. Microsoft also announced multiple compute deals today, including a multi-billion dollar deal with Lambda, and a $9.7 billion deal with IREN. I continue to be bullish on IREN for at least the next 1-2 years. It's also being reported today that Microsoft obtained export licenses to send 60,000 NVIDIA GPUs to the UAE. Looking ahead, we have NVIDIA earnings on November 19. I continue to think that NVIDIA's long-term growth is being underestimated by most analysts. NVIDIA has many large growth opportunities in front of it that are in addition to NVIDIA's large datacenter business. Sovereign AI, enterprise AI, AI-native startups, AI robotics, and quantum computing are all large long-term growth opportunities for NVIDIA. Blackwell Ultra is ramping very quickly right now, 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 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 Cramer, Faber & Carl
2:46 CNBC Halftime Report
4:00 Lo Toney
8:48 CNBC
11:41 Cramer
13:03 FinVid

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