The main news piece as of late was Nvidia CEO Jensen Huang's comments at GTC Paris, stating that "quantum computing is reaching an inflection point" and that the world is "within reach" of using quantum computers for complex problems. These words starkly contradict the tone we heard from Mr. Huang before - hence the reaction across the niche.

The Nvidia CEO gave his continued bullish assessment of artificial intelligence, calling it an “incredible technology” and saying it should be seen as infrastructure, just like electricity.

Nvidia designed a new architecture called Blackwell to power those inference workloads, and it produces up to 40 times more performance than the Hopper architecture. But it might not be enough, because Huang says some reasoning models consume a staggering 1,000 times more tokens (words, punctuation, and symbols) than the old one-shot LLMs.

A breakfast meeting at a Denny's restaurant led to the creation of NVIDIA Corporation. Today, the Nvidia CEO is worth significantly more than the restaurant company.

Overall, Nvidia is crushing execution. Jensen Huang is still the oracle of AI. But the NVDA stock is priced like the future is already here, and already profitable.

NVIDIA CEO Jensen Huang expected to visit the EU next week, first stop is Germany with a rumored announcement of a new AI factory to be built.

Nvidia CEO Jensen Huang described artificial intelligence as the “great equalizer” at London Tech Week on Monday.

Nvidia's CEO, Jensen Huang, defies typical leadership norms, driven by a profound fear of failure rather than mere optimism. According to his biographer Stephen Witt, this anxiety fuels his relentless work ethic and innovation,