NVIDIA's Jensen Huang After NVIDIA Earnings - NVDA Update

#NVIDIA #Micron #SKHynix
NVIDIA's Jensen Huang After NVIDIA Earnings - NVDA Update

NVIDIA CEO Jensen Huang and CNBC's Jim Cramer discuss NVIDIA, NVIDIA stock (NVDA stock), OpenAI, Vera Rubin, AI demand, datacenter pushback, and much more after NVIDIA earnings. This is also directly relevant to Micron, Micron stock (MU Stock), SK Hynix, and SK Hynix stock (SKHY stock). NVIDIA delivered solid results and a very positive earnings call. NVIDIA exceeded consensus estimates for quarterly revenue, datacenter revenue, and EPS. Q2 Gross margin was in-line with expectations at 75%. Q3 revenue guidance came in at $108B vs $104.2B expected, and gross margin guidance was 74% vs 75% expected. That initially caused the stock to trade lower in after hours. But then we got the NVIDIA earnings call. On the call, NVIDIA's CFO said NVIDIA expects FY28 revenue to grow approximately 70%. (For context, consensus for FY28 revenue growth was ~44% ahead of this earnings report). And on the call, Jensen's comments implied that FY28 revenue growth will likely exceed 70%. We learned many other details from the NVIDIA earnings call as well. Looking ahead, Jensen Huang is scheduled to speak at an event hosted by Goldman Sachs on September 10, 2026. And then Jensen is scheduled to deliver a GTC keynote at GTC Berlin on October 21, 2026. 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 has ramped quickly and remains in high demand. Vera Rubin is rolling out to customers. NVIDIA Groq 3 LPX is in full production. 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 annually by the end of the decade. In this video we talk about NVIDIA, talk about NVIDIA stock, talk about NVIDIA news, and give an NVDA update.

Timestamps
0:00 Jensen Huang
16:18 FinVid