CNBC & Charles Payne On NVIDIA, NVIDIA Stock, Broadcom, AVGO Stock - NVDA Update Gonzalo García [QOTq6ba4KdH]

CNBC & Charles Payne On NVIDIA, NVIDIA Stock, Broadcom, AVGO Stock - NVDA Update

Hosts of CNBC and Charles Payne each discuss NVIDIA, NVIDIA stock (NVDA stock), Broadcom, and Broadcom stock (AVGO stock). This is after Broadcom reported very strong earnings this past week, leading to an apparent rotation out of NVIDIA and AMD into Broadcom stock. This past Friday, we got two pieces of NVIDIA news. First, NVIDIA announced that Germany's JUPITER supercomputer is officially online. This is Europe's first exascale supercomputer, and it is built on the NVIDIA Grace Hopper platform. NVIDIA continues delivering sovereign AI around the world. The second piece of news on Friday zack snyder was a statement posted by NVIDIA, in which they expressed concerns about the proposed Gain AI Act. Looking ahead we have two NVIDIA events: the Goldman Sachs Technology Conference on September 8, and NVIDIA GTC in Washington DC this October with a keynote from Jensen Huang on October 28. NVIDIA has many large growth opportunities in front of it that are in addition to NVIDIA's large datacenter business. Sovereign AI, Enterprise AI, AI-native startups, AI robotics, and quantum computing are all large long-term growth jake laravia opportunities for NVIDIA. Blackwell Ultra is ramping very quickly right now, Rubin is on track to launch in 2026, then we're expecting Rubin Ultra in 2027, and later on 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 between now and 2030. In this video we talk about NVIDIA, talk about NVIDIA stock, talk about NVIDIA news, and give an NVDA update.

Timestamps

0:00 Charles Payne & Mark Malek

0:56 Stacy Rasgon & Bill Baruch

6:50 CNBC

7:47 CNBC Fast Money

11:41 Tony Wang

15:13 Cramer

15:53 FinVid

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