CNBC Today On NVIDIA Stock, OpenAI, Gemini 3 - NVDA Update

CNBC Today On NVIDIA Stock, OpenAI, Gemini 3 - NVDA Update

Hosts of CNBC discuss NVIDIA, NVIDIA stock (NVDA stock), OpenAI, and Google's Gemini 3. Today, NVIDIA CFO Colette Kress spoke at the UBS Global Technology & AI Conference. We learned a lot of important information during Colette's presentation. Also today, Amazon announced that its Trainium 4 will adopt NVIDIA's NVLink Fusion. As I said repeatedly after NVLink Fusion was revealed: I actually think that NVLink Fusion strengthens NVIDIA's competitive moat. Also today, it's being reported that OpenAI's Altman sent a "code red" memo to OpenAI employees, saying that the company is now focusing its efforts on improving ChatGPT and user experience following the success of Google's Gemini 3. The AI race is heating up and we should see many impressive AI models in the future. 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, physical AI, 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 Brad Gerstner
5:46 Cramer & Carl
6:58 Josh Brown
7:52 CNBC & Tae Kim
12:52 FinVid

Welcome to FinVid!
FinVid posts videos to keep you updated on all things stocks, trading, investing, markets, and finance. Thank you for watching FinVid!


LEGAL DISCLAIMER: This video is for entertainment purposes ONLY. This does not constitute as financial advice. DO NOT make buying or selling decisions based on FinVid's videos. If you need advice, please contact a qualified CPA, attorney, insurance agent, contractor/electrician/engineer/etc., financial advisor, or the appropriate professional for the subject you would like help with. ATTENTION: Please note that we will NEVER accept payment to talk about any particular stocks on this channel.

Related Topics: NVDA, NVIDIA, nvda, nvidia, Jensen Huang, NVDA stock, NVDA earnings, NVIDIA stock, NVIDIA earnings, NVDA update, NVIDIA update, NVDA today, NVIDIA today, NVDA news, NVIDIA news, NVDA chips, NVDA ai, NVDA analysis, NVDA stock analysis, NVDA stock update, NVDA stock update today, NVIDIA update today, NVIDIA stock update today, NVDA earnings update, NVIDIA earnings update, Jensen Huang NVDA, Jensen Huang NVIDIA, Charles Payne NVDA, Charles Payne NVIDIA, Cramer NVDA, Cramer NVIDIA, stocks, stock market, investing, investing in stocks, trading stocks, earnings, stock, tech, tech stocks, cnbc nvidia, nvidia cnbc, cnbc nvda, nvda cnbc, nvidia fox, nvda fox, fox nvda, fox nvidia, s&p 500, nasdaq, microsoft stock, msft, msft stock, nvidia stock, nvda stock, DeepSeek, deepseek, OpenAI, openai, FinVid, finvid

#NVIDIA #NVDA #NVDAStock #NVIDIAStock #NVDAUpdate #NVIDIAUpdate #NVDANews #NVIDIANews #NVDAToday #NVIDIAToday #investing #stockinvesting #stocktrading #stockmarket #stocks