Why Wall Street wasn’t won over by Nvidia’s big conference
Despite investor fears of an AI bubble, Nvidia’s latest conference shows that most in the industry aren’t concerned by that possibility.
Despite investor fears of an AI bubble, Nvidia’s latest conference shows that most in the industry aren’t concerned by that possibility.
On the latest episode of the Equity podcast, we recapped CEO Jensen Huang’s GTC keynote and debated what it means for Nvidia’s future.
The Nvidia CEO seems to feel that claims of AI’s job-killing potential have been greatly exaggerated.
Christophe Fouquet, who became ASML’s CEO in 2024 after more than a decade at the company, sat down with this editor on the rooftop deck of his Beverly Hills hotel Tuesday morning ahead of his appearance at the Milken Institute Global Conference. Dressed in a blue suit and white shirt, he was relaxed — even when the conversation turned to the rivals.
Nvidia announced another record revenue figure after market close on Wednesday, but forecasted that revenue growth would slow in the following quarter.
Jensen Huang left Tokyo with deals spanning Japan’s entire tech ecosystem.