CNBC & Bloomberg Today On NVIDIA Stock Ahead of NVIDIA Earnings - NVDA Update [UFpzQOydzgr]
CNBC & Bloomberg Today On NVIDIA Stock Ahead of NVIDIA Earnings - NVDA Update Hosts of CNBC and Bloomberg discuss NVIDIA and NVIDIA stock (NVDA stock) ahead of NVIDIA earnings this Wednesday May 20, 2026 after market close. NVIDIA revealed this week that they have delivered the first Vera CPUs to OpenAI, Anthropic, SpaceXAI, and Oracle. Standalone CPUs are NVIDIA's next multi-billion-dollar business. Monday night, the WSJ reported that Google and Blackstone are teaming up to create a new AI cloud company that will offer Google TPUs to customers rather than NVIDIA GPUs. The goal is to have 500 MW of capacity by 2027. There is plenty of room in this market for multiple chipmakers to succeed as there is such strong demand. This is not zero-sum. Additionally, since the world is compute-constrained and the TAM is growing at such a strong rate, now is not the time for investors to focus on competitive market share dynamics. I don't expect custom ASICs from the hyperscalers to have any meaningful impact on NVIDIA's growth in 2026, 2027, or 2028. The TAM is already large enough for all of them, the TAM is growing larger, and the world is still compute-constrained. While the world is compute-constrained, nearly all viable compute will be sold. Looking ahead, we have a GTC keynote from NVIDIA CEO Jensen Huang in Taipei on June 1, 2026 starting at 11 AM Taipei Time (that's May 31, 2026 starting at 11 PM EDT, 8 PM PDT). We are witnessing a major inflection in inference demand, and subsequently, an inflection in demand for NVIDIA's products. Most market participants have no idea what is happening right now. The current inflection in inference demand is being fueled by agentic AI and the adoption of agentic systems at scale. Jensen Huang recently appeared on the Lex Fridman podcast, and very seriously raised the possibility of NVIDIA becoming a $3 trillion revenue company in the near future. Again, most market participants have no idea what is happening right now; we are witnessing a major inflection in inference demand fueled by agentic AI and that has major implications for the growth of NVIDIA's business. 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 is ramping quickly, Rubin is on track to launch in 2026, we're expecting NVIDIA Groq 3 LPX in the second half of 2026, then 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 through 2030. In this video we talk about NVIDIA, talk about NVIDIA stock, talk about NVIDIA news, and give an NVDA update. Timestamps 0:00 Cramer, Faber & Carl 4:31 Marta Norton 6:04 Ankur Crawford 10:16 Ross Gerber 16:00 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 analysis, NVDA stock analysis, stocks, stock market, investing, investing in stocks, trading stocks, earnings, tech stocks, cnbc nvidia, nvidia cnbc, cnbc nvda, nvda cnbc, nvidia fox, nvda fox, fox nvda, fox nvidia, s&p 500, nasdaq, nvidia stock, nvda stock, Anthropic, anthropic, OpenAI, openai, FinVid, finvid #NVIDIA #NVDA #NVDAStock #NVIDIAStock #NVDAUpdate #NVIDIAUpdate #NVDANews #NVIDIANews #NVDAToday #NVIDIAToday #investing #stockinvesting #stocktrading #stockmarket #stocks