Jensen Huang T1 🟡 WATCH

Stance

Yellow. Antitrust attention plus a rival chip gaining ground.

Signals timelinenewest first · dashed = secondary / unverified

• On Oct 28, Reuters posted: Google says TPU sales a meaningful contributor. Source: Web
• On Oct 28, X News reported, unverified, that DOJ probes Nvidia's Hugging Face acquisition. Source: X News
• On Oct 27, X News reported, unverified, that US stocks rally on tech and chip surge. Source: X News
• On Oct 27, Meta posted: offering launch with Nvidia, AMD, Broadcom as cornerstone investors. Source: Web
• On Oct 27, CNBC posted: Nvidia, AMD to invest $4 billion in Meta. Source: Web
• On Oct 26, NVIDIA posted about SimBioSys's TumorSight Risk, an FDA-cleared breast-cancer risk tool built on NVIDIA technology. Source: X
• On Oct 26, X News reported, unverified, that Broadcom set up $63B of financing for Anthropic chips. Source: X News
• On Oct 26, X News reported, unverified, that Nvidia bounced off key support at $210. Source: X News
• On Oct 24, X News reported, unverified, that AI-infrastructure stocks fell on debt fears. Source: X News
• On Oct 24, X News reported, unverified, that NVIDIA is backing Higgsfield. Source: X News
• On Oct 24, NVIDIA posted about Huang's appearance at GTC Berlin. Source: X
• On Oct 23, X News reported, unverified, that NVDA was down 12% as traders eyed support. Source: X News

Key quotes & findings

• On Oct 22, Huang told CNBC about neocloud demand: “off the charts” Source
• On Oct 21, Huang was quoted by Reuters: “Every company in Europe will become an AI company” Source
• On Oct 21, NVIDIA posted on X: “Demand for compute is extraordinary. NVIDIA and our partners are building new capacity to meet it.” Source
• On Oct 20, NVIDIA posted on X: “Tomorrow, Jensen takes the stage at #NVIDIAGTC Berlin to continue the conversation.” Source
• On Oct 19, NVIDIA said: “Tonight in Berlin, @JensenHuang and Chancellor @_FriedrichMerz discussed combining German engineering with NVIDIA AI to advance manufacturing and automotive.” Source
• On Oct 19, NVIDIA said: “Entire industries will be built on open models. Developers need the freedom to build them.” Source
• On Oct 16, Huang was quoted by Bloomberg via the Straits Times: “All of this is going to pass, and the reason for that is very simple,” Source
• On Oct 16, Huang was quoted by Bloomberg via the Straits Times: “With respect to some of the news, it’s choppy news,” Source

• On Oct 28, X News reported, unverified, that the Justice Department is investigating whether Nvidia's $12.93 billion Hugging Face acquisition, announced in September and set to close by mid-2027, would give it too much control over open AI models, as part of a wider antitrust probe of its deals and sales practices. No wrongdoing has been found. Shares dipped about 1%.
• On Oct 28, Reuters: Google Cloud CEO Thomas Kurian said sales of Google's TPUs, which compete with Nvidia's GPUs, have become a meaningful contributor. SentiSense's news drivers include an Information report that OpenAI plans to buy Google AI chips. SentiSense Rating A 90.4 (as of Oct 28), 30-day Score average 45.6.
• No Blackwell or Rubin ramp, backlog or guidance statement appeared in the window. The latest company wording, on Aug 26, was that Rubin is “ramping into full production with racks running at partners” (secondary summary). The August call, per a secondary summary, put Rubin at about 20% of fiscal-Q3 data-center revenue, and at March GTC NVIDIA cited at least $1T of Blackwell and Rubin orders through 2027.