CNBC & Fox Today On NVIDIA Stock, Broadcom, Anthropic - NVDA Update Iraq [3LJiQ0l5ApG]

CNBC & Fox Today On NVIDIA Stock, Broadcom, Anthropic - NVDA Update

Hosts of CNBC and Fox Business discuss NVIDIA, NVIDIA stock (NVDA stock), Broadcom (AVGO stock), and Anthropic. On Monday, an expanded partnership was announced between Google, Broadcom, and Anthropic to bring multiple gigawatts of TPU capacity online starting in 2027. In that announcement, Anthropic told us that their annual revenue run rate has surpassed $30 billion, up from $9 billion at the end of 2025. I want to share a few important points on this. First, this is not zero-sum and there is plenty of room for multiple chipmakers to succeed. Second, man city vs brentford Anthropic is one of the fastest revenue growing companies in history (as market participants are questioning if there is an ROI on AI investments, Anthropic is proving it before our very eyes). And third, Anthropic's rapid revenue growth is thanks largely to the rapid adoption of agentic AI. 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 agentic systems being adopted at scale. Jensen Huang recently appeared on the Lex Fridman podcast, and very seriously raised the possibility of NVIDIA becoming a $3 sun 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

5:33 Matt Garman (AWS CEO)

7:01 Bryn Talkington

8:32 Jed Ellerbroek

9:18 Dan Niles

11:51 Cramer

12:19 FinVid

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