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Nvidia CEO Dismisses Concerns of an AI Bubble. Investors Remain Skeptical

WIRED

Record sales, a strong financial forecast, and CEO Jensen Huang's impassioned arguments on his company's earnings call weren't enough to push Nvidia shares back to their October high. Nvidia CEO Jensen Huang speaks to the media in Tainan, Taiwan on November 7, 2025. Nvidia CEO Jensen Huang didn't need any prompting on Wednesday to address the elephant in the room . "There's been a lot of talk about an AI bubble," he said on an earnings call before quickly getting to his main point: "From our vantage point, we see something very different." Huang went on to spend about five minutes trying to explain how the chipmaker, which has soared to become the world's most valuable publicly traded company over the past three years, would be able to sustain unprecedented customer demand.


What to expect at NVIDIA's annual GTC conference with CEO Jensen Huang

Engadget

NVIDIA's GPU Technology Conference, also known as GTC, is coming up. The event is happening March 17-21 in San Jose, California, but you can also follow along with all the big developments here at Engadget. We'll have a liveblog for the keynote with CEO Jensen Huang on March 18 at 1PM ET (or 10AM PT), which is when most of the big news will drop. His speech will also be livestreamed for free, so you can watch it on NVIDIA's website too. And for those of you who want it saved to your YouTube watch history, here's the company's livestream on YouTube as well.


What to expect at the NVIDIA GTC 2025 keynote with CEO Jensen Huang

Engadget

NVIDIA's GPU Technology Conference, also known as GTC, is coming up. The event is happening March 17-21 in San Jose, but you can also follow along with all the big developments here at Engadget. We'll have a liveblog for the keynote with CEO Jensen Huang on March 18 at 1PM ET (or 10AM PT), which is when most of the big news will drop. His speech will also be livestreamed for free, so you can watch it on NVIDIA's website too. From a quick glance at the session catalog on NVIDIA's website, we can make a few educated guesses.


How to watch the NVIDIA GTC 2025 keynote with CEO Jensen Huang

Engadget

NVIDIA's GPU Technology Conference, also known as GTC, is coming up next week. The event is happening March 17-21 in San Jose, but you can also follow along with all the big developments here at Engadget. We'll have a liveblog for the keynote with CEO Jensen Huang on March 18 at 1PM ET/10AM PT, which is when most of the big news will drop. His speech will also be livestreamed for free. It's a safe bet that you'll hear a whole lot about artificial intelligence during the week, but with all the changes in the computing landscape over the past 12 months, the stakes might be higher for the company to make serious waves at this conference.


Everything NVIDIA CEO Jensen Huang announced at its CES 2025 keynote

Engadget

NVIDIA held its CES 2025 keynote last night with CEO Jensen Huang and it was surprisingly eventful. The company finally unveiled its much awaited GeForce RTX 5000 GPUs that promise a considerable performance uplift, to start with. Here's a wrap-up of what happened -- and you can watch the whole event uncut, via the YouTube embed below. Huang strode out in a new snakeskin-like leather jacket and revealed the much-anticipated RTX 5090 GPU. With 32GB of GDDR7 RAM and an impressive 21,760 CUDA cores, the new flagship can deliver up to twice as much relative performance, particularly for ray-tracing (RT) intensive games like Cyberpunk 2077. In fact that particular title ran at 234 fps with full RT on in a video demo, compared to 109 fps on the RTX 4090.


Nvidia CEO Jensen Huang's big bet on A.I. is paying off as his core technology powers ChatGPT

#artificialintelligence

For about a quarter century, Nvidia has been leading the revolution in computer graphics, becoming a beloved brand by gamers along the way. Nvidia dominates the market for graphics processing units (GPUs), which it entered in 1999 with the GeForce 256. Gaming brought in over $9 billion in revenue for Nvidia last year despite a recent downturn. But Nvidia's latest earnings beat points to a new phenomenon in the GPU business. The technology is now at the center of the boom in artificial intelligence.


How Nvidia is harnessing AI to improve predictive maintenance

#artificialintelligence

We are excited to bring Transform 2022 back in-person July 19 and virtually July 20 - August 3. Join AI and data leaders for insightful talks and exciting networking opportunities. The rapidly growing sectors of edge computing and the industrial metaverse were targeted by new technology developments, like sensor architecture, released by Nvidia last week at its GTC 2022 conference. Last week, the company also debuted the Isaac Nova Orin, its latest computing and sensor architecture powered by Nvidia Jetson AGX Orin hardware. Nvidia's main focus is pursuing a tech-stack-based approach starting with new silicon to help manufacturers make sense of the massive amount of asset, machinery, and tools data they generate. In addition, predictive maintenance is core to many organizations' Maintenance, Repair, and Overhaul (MRO) initiatives.


Nvidia CEO Touts a 'Million X' Speedup in AI

#artificialintelligence

A decade ago, Google talked about "thinking in 10x." Whether it's Moore's Law or the current rate of inflation, Nvidia's CEO Jensen Huang has one-upped his fellow Silicon Valley technologists by thinking in million X. According to Huang, it will have a monumental impact on biology and chemistry in the near future. Huang used a good deal of his one-hour-and-42 minute keynote at Nvidia's GPU Technology Conference (GTC) this morning to tout the company's latest GPU architecture, dubbed the H100 Hopper. Built on a thinner 4 nanometer process and featuring 80 billion transistors (68% more than the previous generation A100 GPU), the Hopper immediately becomes the premiere processor to run AI workloads.


Field Report: GPU Technology Conference 2019 #GTC19 - insideBIGDATA

#artificialintelligence

I eagerly attended my 3rd GPU Technology Conference (GTC): "Deep Learning & AI Conference," in Silicon Valley, March 23-26 as a guest of host NVIDIA. GTC has become my favorite tech event of the year due to its highly focused topic areas that align well with my own; data science, machine learning, AI, and deep learning; plus the show has an academic feel that I appreciate. NVIDIA CEO Jensen Huang delivered another one of his patented marathon keynote address which unveiled the company's vision for the upcoming year. The company had to move the keynote's location from the San Jose Convention Center to a very large hall at San Jose State University (complete with pedicabs provided by Kinetica). At around 2 hours and 40 minutes, Huang's seamless and riviting keynotes are masterful with no notes or teleprompter used.


How AI Is Transforming The Next Generation Of Vehicles

#artificialintelligence

After more than a century on the road, the automobile is ready for a major redesign. Instead, it was the production-ready technologies that will infuse AI into the next generation of cars for safer, more efficient driving in the near term. And, making these compute-intensive products a mass-market reality is the high-performance, energy-efficient NVIDIA DRIVE platform. NVIDIA CEO Jensen Huang and Mercedes-Benz Executive VP Sajjad Khan announce new partnership at CES 2019.NVIDIA These new vehicles are being redesigned from the inside out. To handle the compute requirements of autonomous driving and an intelligent cockpit, Mercedes-Benz is working with NVIDIA to develop a new centralized vehicle computing architecture.