What's on Your Mind?

Jensen Huang, the multibillionaire founder and CEO of chipmaking company Nvidia, was recently awarded the Institute of Electrical and Electronics Engineers Medal of Honor. He received the organization’s highest award for his leadership in GPU development and advancing the field of AI. Huang has built the most valuable company in the world. At the IEEE announcement ceremony earlier this year, he reflected on how it all started. Huang said he went into engineering because he always enjoyed solving math and science problems. Drawn to the challenging nature of the work, he studied electrical engineering at Oregon State University, where he became a member of IEEE and …

At a recent Stanford Graduate School of Business panel, Nvidia CEO Jensen Huang and California Congressman Ro Khanna discussed some burning topics about artificial intelligence—from innovation and competition to adoption and skepticism. While AI-related job panic has infiltrated different industries, Huang doubled down on his belief that the technology will do more good than harm to the job market. “The narratives of AI destroying jobs is not going to help America,” Huang said. “First of all, it’s just false.” Huang offered the example that the most popular and successful software engineers at Nvidia—the $5 trillion company where agentic AI has been integrated within…

The most anticipated quarterly earnings of the month will be announced on Wednesday, November 19, as AI chip giant Nvidia Corporation (Nasdaq: NVDA) reveals financial results for its 2026 fiscal third quarter. A lot is riding on these results—and not just for Nvidia. Investors are increasingly on edge about a possible AI bubble, and if Nvidia posts good or better than expected earnings, it could give those investors faith that AI infrastructure is on solid ground and has plenty of room to grow. But if Nvidia’s earnings disappoint—or show signs of upcoming weakness—it could spell bad news not just for NVDA stock, but for the stock prices of all companies opera…

Nvidia forecast fourth-quarter revenue above Wall Street estimates on Wednesday, betting on booming demand for its AI chips from cloud providers against the backdrop of widespread concerns of an artificial intelligence bubble. The results from the AI chip leader mark a defining moment for Wall Street, as global markets looked to the chip designer to determine if investing billions of dollars in AI infrastructure expansion had resulted in towering valuations that potentially outpaced fundamentals. The world’s most valuable company expects fiscal fourth-quarter sales of $65 billion, plus or minus 2%, compared with analysts’ average estimate of $61.66 billion, accord…

Nvidia has unveiled DLSS 5, a new PC gaming technology that uses AI to re-render video games in real time. It’s basically a make-it-realistic filter, affecting characters, foliage, textures, and lighting. It’s but another example of how in the age of AI, the world may never be the same. And the gaming community doesn’t quite know what to think yet. While the previous versions of DLSS simply upscaled a game’s resolution using AI, this version turns a tree that looks like a 3D model into a tree that looks like a real tree. It’s a monumental change. And a bold move. Unsurprisingly, the gaming community is fiercely divided. While some embrace the leap in visual fidel…

Investors are feeling less hot about the makers of cooling systems for data centers after the CEO of Nvidia Corp. stoked concerns that demand for their products could dry up. Shares of Modine Manufacturing Co. led declines in this sector, tumbling as much as 21% Tuesday before recovering some of those losses to close about 7.5% lower. Other makers of water-cooled systems and similar products—including Johnson Controls International Plc, Trane Technologies Plc, and Carrier Global Corp.—also fell as much as 6.2% on Tuesday. To blame? The next generation of Nvidia’s computer chips, announced on Monday, which won’t require the same type of cooling systems. That’s be…

Nvidia forecast first-quarter revenue above market estimates on Wednesday, expecting robust demand for its leading AI chips to persist as businesses spend heavily to expand generative artificial intelligence infrastructure. Its shares rose about 1% in choppy extended trading, after closing up 3.7% in regular trading. Nvidia is the biggest beneficiary of a rally in AI-linked stocks, with its shares up more than 400% over the last two years. The company expects revenue of $43 billion, plus or minus 2% for the first quarter, compared with analysts’ average estimate of $41.78 billion according to data compiled by LSEG. Demand has grown unabated for Nvidia’s advanc…

Nvidia indulged all your artificial intelligence fantasies on Tuesday at what was being called the “Super Bowl of AI.” The chip giant’s GPU Technology Conference (GTC) was held at the SAP Center in San Jose on Tuesday, and it was—you guessed it—all about AI. Nvidia founder and CEO Jensen Huang made several large announcements during a two-hour keynote, with plenty of meat to keep AI-hungry consumers and businesses happy. That includes partnerships with large automakers to build autonomous vehicles and even personal AI supercomputers that sit right on your desktop. Here are some of the key announcements from Huang’s keynote: GM partnership: General Motors…

Concerns about an AI bubble and increased competition are weighing on Nvidia as the stock fell to a three-month low on Wednesday. Shares of the Santa Clara, California-based company tumbled more than 3% amid a broader decline for those chipmakers that are key to the artificial intelligence boom. Shares of Advanced Micro Devices and Broadcom were also down 4% and 5%, respectively. In recent weeks, a slew of companies have made moves that could chip away at Nvidia’s domination as the go-to maker of chips for the AI industry. One such company, MetaX Integrated Circuits of China, debuted an initial public offering on Wednesday and surged nearly 700%. BEHIND NVIDI…

CoreWeave plans to reduce the size of its U.S. initial public offering and price its shares below the indicated range, a person familiar with the matter told Reuters on Thursday, dampening expectations that the listing would boost investor appetite for IPOs. The Nvidia-backed cloud services provider is now looking to sell 37.5 million shares, 23.5% less than originally planned, and price them at $40 apiece, well below even the low end of the indicated range, the source added, requesting anonymity discussing confidential information. Nvidia will anchor the CoreWeave IPO at the price with a $250 million order, the source said. The sale would raise about $1.5 billion…

At NVIDIA’s developer conference on Thursday, a large group of energy companies—along with a few technology companies—announced plans to collaborate on building AI models and apps aimed at improving the generation and distribution of electric power. The initiative, called the Open Power AI Consortium, is organized by the Palo Alto-based Electric Power Research Institute (EPRI). Founding members include Nvidia, Microsoft, AWS, and Oracle. Notably absent from the group are all of the leading developers of frontier AI models such as Anthropic, Google, or OpenAI. “This is about getting the right data, and getting it clean, so that it can be used for AI,” Jeremy Rens…

The healthcare industry faces major challenges in creating new drugs that can improve outcomes in the treatment of all kinds of diseases. New generative AI models could play a major role in breaking through existing barriers, from lab research to successful clinical trials. Eventually, even AI-powered robots could help in the cause. Nvidia VP of healthcare Kimberly Powell, one of Fast Company’s AI 20 honorees, has led the company’s health efforts for 17 years, giving her a big head start on understanding how to turn AI’s potential to improve our well-being into reality. Since it’s likely that everything from drug-discovery models to robotic healthcare aides would be …

All eyes were on Nvidia’s quarterly earnings announcement on Wednesday, as investors looked for signs of weakness indicating that the so-called “AI bubble” is about to deflate. In fact, Nvidia appears to be selling graphics processing unit (GPU) chips for data centers as fast as it can make them. On the call, Nvidia reported better-than-expected revenues of $57 billion for its October-ending quarter, a 62% increase over the same quarter last year. Revenues rose by $10 billion, or 22%, from the prior quarter. Perhaps most importantly, the company projected revenues of $65 billion in the current quarter. As a result, Nvidia shares rose 5% after the earnings were …

Nvidia’s Jensen Huang is one of the tech industry’s longest-serving chief executives, leading the chipmaker since cofounding it in 1993. Now he’s the recipient of a long-standing technology award: the IEEE Medal of Honor, established by a predecessor of the Institute of Electrical and Electronics Engineers in 1917. Huang was named the recipient of the medal (and an accompanying $2 million prize) at the Consumer Electronics Show on January 6 in recognition of his lifetime of work in accelerating computing—the technique of using specialized chips like Nvidia’s graphics processing units to speed specialized operations such as rendering images for video games, crunching …

Nvidia’s Jensen Huang is one of the tech industry’s longest-serving chief executives, leading the chipmaker since cofounding it in 1993. Now he’s the recipient of a long-standing technology award: the IEEE Medal of Honor, established by a predecessor of the Institute of Electrical and Electronics Engineers in 1917. Huang was named the recipient of the medal (and an accompanying $2 million prize) at the Consumer Electronics Show on January 6 in recognition of his lifetime of work in accelerating computing—the technique of using specialized chips like Nvidia’s graphics processing units to speed specialized operations such as rendering images for video games, crunching …

Bringing a new drug to market usually requires a decade-long, multibillion-dollar journey, with a high failure rate in the clinical trial phase. Nvidia’s Kimberly Powell is at the center of a major industry effort to apply AI to the challenge. “If you look at the history of drug discovery, we’ve been kind of circling around the same targets for a long time, and we’ve largely exhausted the drugs for those targets,” she says. A “target” is a biological molecule, often a protein, that’s causing a disease. But human biology is extraordinarily complex, and many diseases are likely caused by multiple targets. “That’s why cancer is so hard,” says Powell. “Because it’s many …

Artificial intelligence chipmaker Nvidia on Wednesday announced another quarter of astounding quarterly growth as investors try to decipher whether technology’s latest craze is overblown hyperbole or a springboard into a new era of prosperity and productivity. The results for the November-January period blew past the analyst projections that shape investors’ perceptions, as has been the case since Nvidia’s high-end chips emerged as AI’s best building blocks three years ago. Nvidia’s fiscal fourth-quarter revenue surged 73% from the previous year to $68.1 billion while its profit nearly doubled to roughly $43 billion, or $1.76 per share. “No quarter has had more riding …

Yesterday, after the stock market’s closing bell, Nvidia Corporation (Nasdaq: NVDA) reported its Q3 2026 financials. Investors were eagerly anticipating the results, as the company is widely seen as a bellwether for the broader artificial intelligence market. Nvidia’s Q3 results were all the more anticipated as fears over an AI bubble have grown in recent months. But those fears seem to be put to bed, at least temporarily. Nvidia didn’t just meet expectations. It beat them. As a result, Nvidia’s stock price is jumping in premarket trading today—and it’s helping lift the stock prices of most other chipmakers and Big Tech giants. Here’s what you need to know. …