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The Latest Breaking News from Jensen Huang

Dear Nvidia Stock Fans, Mark Your Calendars for March 16

Nvidia’s GTC 2026 kicks off on March 16 and could serve as the next major catalyst for NVDA stock.

Barchart

Nvidia GTC 2026: The biggest reveals we expect to see

Nvidia GTC 2026 kicks off on March 16 and promises to reveal the company's latest AI announcements and more. Here's what we can expect.

Tom’s Guide

It’s been 25 years since Nvidia GeForce 3 — and I think gamers accidentally built the AI era

GeForce 3 turns 25. Here’s how Nvidia’s programmable breakthrough changed gaming forever — and paved the way for today’s AI boom.

Tom’s Guide

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Nvidia warns of constrained supply of gaming GPUs, potentially signaling higher prices and shortages to come — 'we do believe for a couple of quarters it is going to be very tight'

Jensen Huang expects the supply of gaming hardware to be insufficient in the next two quarters and has limited visibility beyond that.

Tom’s Hardware

Jensen Huang Says Markets Miscalculated AI Threat to Software Firms After Nvidia Posts Q4 Beat

Nvidia CEO Jensen Huang said yesterday that the markets got it wrong about the AI threat to the enterprise software industry.

International Business Times UK

Nvidia's record quarter and what it signals for CFOs: 'Compute equals revenue'

As hyperscalers pour billions into AI, Nvidia’s results offer a new benchmark for capital spending on compute.

Fortune

Nvidia CEO Jensen Huang says conflict between Pentagon and Anthropic is ‘not the end of the world’

Anthropic has been given until Friday to allow the Pentagon to use its Claude model for "all lawful purposes," or risk losing its $200 million DoD contract.

TechRadar

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Nvidia posts record $215 billion annual revenue in latest quarterly earnings report — gaming GPUs now only 11.45% of revenue

As sales of gaming GPUs drop quarter-over-quarter, Nvidia enjoys record results amid massive AI craze and lack of rivals for the Blackwell platform.

Tom’s Hardware

World Economic Forum CEO quits after Epstein links examined; Ineos Quattro earnings fall – as it happened

Rolling coverage of the latest economic and financial news

The Guardian - UK

Asian shares mostly rise after Nvidia earnings beat expectations

Asian stock markets have mostly advanced following stronger-than-expected earnings from chipmaker Nvidia, which helped ease some investor fears over the boom in artificial intelligence

The Independent UK

Nvidia’s Jensen Huang says tech’s $700 billion AI capex is just the start of something far bigger

Common sense would seem to suggest the industry’s massive spending on AI infrastructure cannot keep doubling every year. Nvidia’s boss thinks differently.

Fortune

In Nvidia we trust: ‘The agentic AI inflection point has arrived,’ says CEO Jensen Huang

Nvidia just released Q4 and FY 2026 results showing another blowout, beating guidance on nearly every metric.

Fortune

Nvidia quarterly earnings show immunity to AI bubble fears as it cashes in on datacenter boom

Chipmaker’s quarterly earnings surpassed Wall Street’s expectations every quarter for multiple years

The Guardian - US

Dow Absorbs Disruptions, Adds 370 Points: Stock Market Today

Investors, traders and speculators will hear from President Donald Trump tonight, and then they'll listen to Nvidia CEO Jensen Huang tomorrow.

Kiplinger

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Tom’s Hardware

US gov't warned Nvidia CEO Jensen Huang, Tim Cook, and Lisa Su that China could invade Taiwan by 2027 — Apple CEO reportedly said he sleeps 'with one eye open'

A new investigative report from The New York Times reveals that, in July 2023, senior US intelligence officials privately briefed some of the tech industry's most powerful executives on classified assessments regarding China and Taiwan.

Barchart

Strong Earnings from Nvidia Could Help End the 'AI Ghost Trade.' Should You Bet on NVDA Stock Now?

Wall Street is watching Jensen Huang closely. What he says this week could be the spark the tech sector desperately needs.

Fortune

While Nvidia CEO Jensen Huang enjoys an over $150 billion net worth, his fellow cofounder Curtis Priem sold out in 2006—and missed out on $600 billion

Nvidia cofounder Curtis Priem sold his 13% stake by 2006—but if he hadn’t, he’d be the second-richest man alive.

Fortune

Inside India’s AI Impact Summit: Robot fraud, gridlocked roads, a shirtless protest, and AWOL Bill Gates

India’s AI Impact Summit promised to reshape the global AI order. It also featured robot-dog fraud, hours of traffic, and a no-show from Bill Gates.

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TechRadar

'No one deploys AI at Meta’s scale': Meta signs up Nvidia to power its next big AI projects — so what exactly do Mark Zuckerberg and Jensen Huang have planned?

Meta partners with Nvidia to deploy millions of GPUs and CPUs, building scalable, privacy-focused AI infrastructure for global applications.

Tom’s Guide

Nvidia's Jensen Huang says it will ‘surprise the world’ with a new mystery chip — here's what to expect

Nvidia GTC 2026 is set to reveal 'a chip that will surprise the world,' according to CEO Jensen Huang, and it could give us a taste of what to expect from next-gen RTX GPUs.

PC Gamer

Jensen Huang teases reveal of 'a chip that will surprise the world' at next month's GTC

Looking ahead.

Fortune

Bill Gates has pulled out of India’s AI summit amid questions over his ties to Jeffrey Epstein

The Microsoft founder’s abrupt withdrawal, amid renewed scrutiny over his ties to Jeffrey Epstein, capped a chaotic few days for an event already dogged by cancellations, a robot scandal, and traffic gridlock.

GOBankingRates

Elon Musk and 4 Other CEOs Investors Should Pay Attention To When Buying Stocks

From Tesla's Elon Musk to Nvidia’s Jensen Huang, these CEOs can move markets -- and stocks. Here’s a look at who investors should watch before buying.

Fortune

Airbnb CEO says AI is ‘the best thing that ever happened to’ his company—he warns other founders: ‘If you don't disrupt yourself, someone else will’

“If you don't disrupt yourself, someone else will,” Airbnb CEO Brian Chesky warns founders, as AI becomes instrumental to the rental giant.

Euronews

Analysis: Will Big Tech's colossal AI spending crush Europe's data sovereignty?

Big Tech companies are going all in on AI development, raising their projected capital expenditure to over $700bn (€590bn) this year, an increase of roughly 75% compared to 2025.

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