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☆ Jim Cramer goes off the charts with Nvidia
▼ + stars: | 2024-10-16 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJim Cramer goes off the charts with Nvidia'Mad Money' host Jim Cramer checks out Nvidia's technicals after the stock hit an all-time-high this week.

Persons: Jim Cramer Organizations: Nvidia

☆ CNBC Daily Open: Economic growth and inflation might remain strong
▼ + stars: | 2024-10-15 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

This report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Nvidia's numbers aren't a hallucinationNvidia shares rose 2.4% to close at $138.07, a new record for the stock. Data on employment, inflation and economic growth have signaled that the "economy may not be slowing as much as desired," Waller said. [PRO] Small cap strategyMarket wisdom has it that the performance of small-cap stocks will outstrip that of big-cap stocks.

Persons: Dow, it's, Christopher Waller, Waller, Kelly Ortberg, Russell, Bob Pisani Organizations: CNBC, Dow Jones, Dow, Nasdaq, European Central Bank, Nvidia, U.S . Federal, Boeing, P Global

☆ Kunst: For now, you have to stay in business with Nvidia
▼ + stars: | 2024-10-15 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKunst: For now, you have to stay in business with NvidiaSarah Kunst Managing Director at Cleo Capital, explains Nvidia's stock surge, driven by limited investment options and CEO Jensen Huang's leadership.

Persons: Nvidia Sarah, Capital, Jensen Huang's Organizations: Kunst, Nvidia, Nvidia Sarah Kunst

☆ European markets set for positive open, tracking Wall Street higher
▼ + stars: | 2024-10-15 | by ( Holly Ellyatt | ) www.cnbc.com time to read: +1 min

European stocks are heading for a positive open Tuesday, with global markets broadly tracking gains on Wall Street. The U.K.'s FTSE 100 index is expected to open 40 points higher at 8,324, Germany's DAX up 86 points at 19,586, France's CAC up 27 points at 7,621 and Italy's FTSE MIB up 125 points at 34,653, according to data from IG. The positive start for Europe comes after gains on Wall Street that saw the Dow Jones Industrial Average and the S&P 500 reach new intraday highs and record closes. Asia-Pacific markets were mixed overnight, but regional chip stocks rose, boosted by Nvidia's share price rising 2.4% Monday before closing at a record high. In Europe Tuesday, earnings are set to come from LVMH and Ericsson and data releases include the U.K.'s latest unemployment figures, French inflation data and the Europe and German ZEW index of economic sentiment.

Persons: Germany's DAX Organizations: France's CAC, IG, Dow Jones Industrial, Nvidia's, LVMH, Ericsson Locations: Europe, Asia, Pacific

The vast majority of analysts surveyed by FactSet hold a strong buy or buy rating on the stock. Despite its recent slowdown, analysts surveyed by FactSet have a consensus buy rating on the dominant e-commerce platform. Bullish voices on the stock include Goldman Sachs analyst Eric Sheridan, who recently reiterated a buy rating and $230 price target. JPMorgan's Anmuth is similarly positive on Amazon ahead of earnings, rating the stock overweight and saying it remains the favorite in the bank's firm's internet sector coverage. The consensus FactSet rating on Meta is buy, with an average price target of $604, suggesting just 2.3% potential upside.

Persons: Roundhill, —, selloff, Goldman Sachs, Kash Rangan, Nvidia's Blackwell, Brad Zelnick, Amit Daryanani, Daryanani, Apple's wearables, qtr, Tim Cook's, you'd, Morgan Stanley, Jensen, Blackwell, Biden, Tesla, enthusiam, Elon, Wells, Colin Langan, Department's, Doug Anmuth, Bank of America's Justin Post, Eric Sheridan, Sheridan, Goldman, Anmuth, Baird, Roth MKM, JPMorgan's Anmuth, Goldman's Sheridan, Meta's, — CNBC's Michael Bloom Organizations: Apple, Microsoft, Nvidia, Tesla, CNBC, Windows, Investment, Deutsche Bank, Justice Department, Blackwell, Bloomberg, Ford, General Motors, EV, Google, FactSet, Bank of America's, ISI, Walmart, Costco, eBay, Meta, Ray, Labs, Facebook, Temu, Goldman Locations: China, FactSet, ., Downside, U.S, Wells Fargo, American, Meta's Asia, Pacific

☆ Jensen Huang hails Elon Musk and xAI for building an AI supercomputer at 'superhuman' speed
▼ + stars: | 2024-10-14 | by ( Jyoti Mann | ) www.businessinsider.com time to read: +3 min

Nvidia's Jensen Huang praised Elon Musk for building a supercomputer cluster in "19 days." AdvertisementNvidia chief Jensen Huang has praised Elon Musk after his startup xAI built a supercomputer in 19 days, an effort that he said would take others years. xAI built its supercomputer, called Colossus, from a cluster of 100,000 Nvidia H100 GPUs. In an interview with Jordan Peterson on X in June, Musk said it took 19 days to get Colossus from hardware installation to beginning training. Nvidia and Elon Musk didn't immediately respond to requests for comment from Business Insider, made outside normal working hours.

Persons: Nvidia's Jensen Huang, Elon Musk, Huang, —, Jensen Huang, Elon, Musk, Jordan Peterson, X, xAI, Larry Ellison, Elon Musk didn't Organizations: Nvidia, Service, Oracle, Elon, Business Locations: Memphis, Grok, Nobu, Palo Alto

☆ Nvidia heads for record close as AI chipmaker's market cap tops $3.4 trillion
▼ + stars: | 2024-10-14 | by ( Kif Leswing | ) www.cnbc.com time to read: +2 min

Jensen Huang, co-founder and chief executive officer of Nvidia Corp., speaks during an event in Taipei, Taiwan, on Sunday, June 2, 2024. Nvidia shares headed for a record close on Monday as Wall Street gears up for earnings season and updates from all of the chipmaker's top customers on their planned spending on artificial intelligence infrastructure. Companies including Microsoft , Meta , Google , and Amazon are purchasing Nvidia GPUs in large quantities to build increasingly large clusters of computers for their advanced AI work. With a market cap of $3.4 trillion, Nvidia is the second most valuable publicly traded U.S. company, behind Apple at about $3.53 trillion. WATCH: Nvidia CEO Jensen Huang on Squawk Box

Persons: Jensen Huang, ChatGPT Organizations: Nvidia Corp, Nvidia, Companies, Microsoft, Meta, Google, Mizuho, U.S, Apple Locations: Taipei, Taiwan

☆ Jensen Huang says he wants Nvidia to be a company with 100 million AI assistants
▼ + stars: | 2024-10-14 | by ( Shubhangi Goel | ) www.businessinsider.com time to read: +4 min

Jensen Huang says he hopes Nvidia will be a 50,000 employee company with "a 100 million AI assistants." Huang described a future where Nvidia can use AI assistants across every division to raise output. "I'm hoping that Nvidia someday will be a 50,000 employee company with a 100 million, you know, AI assistants, in every single group," Nvidia CEO Jensen Huang said on an episode of the "Bg2" podcast released on Sunday. AI agents break down a task into multiple smaller steps, each tackling a specific task to achieve a broader objective. And Google CEO Sundar Pichai said in May that the company is working on developing AI agents with more capabilities.

Persons: Jensen Huang, Huang, —, I'm, Marc Benioff, Sundar Pichai, Pichai Organizations: Nvidia, Tech, Google, Service, AIs, Slack, Bloomberg, Big Tech

☆ Jim Cramer explains why the Magnificent Seven have lasting strength in the market
▼ + stars: | 2024-10-14 | by ( Julie Coleman | ) www.cnbc.com time to read: +2 min

CNBC's Jim Cramer on Monday opined on the continuous success of Big Tech stocks in the market, explaining why the Magnificent Seven, as well as Netflix , continue to rally as the bull market persists. "Even if you've missed these rebounds in the Magnificent Seven plus Netflix, don't, don't sweat the program," he said. The Magnificent Seven includes Amazon , Alphabet , Apple , Microsoft , Nvidia , Meta and Tesla , and many of these stocks have seen declines in recent months followed by strong rebounds. And despite Tesla's robotaxi flop, Cramer said it's unwise to short the stock and bet against CEO Elon Musk. "Other groups can roar, too, in this market, perhaps because there's just a lot of money going around."

Persons: CNBC's Jim Cramer, you've, Cramer, Apple, Elon Musk, hasn't, there's Organizations: Big Tech, Netflix, Microsoft, Nvidia, Meta, Apple, Federal Reserve Locations: China

☆ Jim Cramer expects Nvidia-led chip rally to continue as bull market enters third year
▼ + stars: | 2024-10-14 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +3 min

CNBC's Jim Cramer on Monday marked the two-year anniversary of the current bull market with an ode to Nvidia and the U.S. semiconductor industry. "We have a remarkable semiconductor rally, and it is at the heart of this market," Cramer said on "Squawk on the Street." Broadcom helps tech heavyweights, most notably Alphabet-owned Google , design specialty AI chips and also provides other products used inside data centers. NVDA .SPX mountain 2022-10-12 Nvidia's stock performance compared with the S & P 500 during the two-year bull market, which began on Oct. 12, 2022. "Amazon is the company that Jensen kept referencing to me as a great friend," said Cramer, whose Trust also owns Amazon stock.

Persons: CNBC's Jim Cramer, Cramer, Dell, Jensen Huang, Jensen Organizations: Nvidia, Micro Computer, Broadcom, Cramer's Charitable Trust, CNBC, Club, Micro, Arista Networks, Dell Technologies, Arista, Facebook, Meta, Amazon Web Locations: U.S, Cramer's

☆ There's a ton of upside to Nvidia's growth estimate next year, says Melius’ Ben Reitzes
▼ + stars: | 2024-10-14 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's a ton of upside to Nvidia's growth estimate next year, says Melius’ Ben ReitzesBen Reitzes, Melius Research head of technology research, joins 'Squawk Box' to discuss Nvidia's bull run, market outlook, demand for Blackwell, and more.

Persons: Melius ’ Ben Reitzes Ben Reitzes, Blackwell

☆ Nvidia stock tests record highs as Wall Street defends chipmaker's valuation amid 'AI arms race'
▼ + stars: | 2024-10-14 | by ( Matthew Fox | ) www.businessinsider.com time to read: +4 min

Nvidia stock surged over 3% to near-record highs on Monday as excitement builds for its Blackwell GPU. Bank of America said cloud hyperscalers are in an "AI arms race," which should be a positive for Nvidia. AdvertisementNvidia stock jumped more than 3% on Monday to near-record highs as investor excitement around the chipmaker's upcoming Blackwell GPU product cycle grows. Monday's gain came amid a wave of Wall Street research reports on Nvidia, along with pricing details for Nvidia's next-generation GPU chip. AdvertisementThe initial list prices for Nvidia's Blackwell GPU chip were around $500,000, which Wells Fargo called an "incremental positive" in a note on Monday.

Persons: Blackwell, —, Nvidia's, Wells, Aaron Rakers, Goldman Sachs Organizations: Nvidia, Blackwell, Bank of America, Service, Citi, Monday's, Nvidia's Blackwell, Microsoft, hyperscalers, Investors

☆ Nvidia CEO Jensen Huang breaks down how he interviews job candidates
▼ + stars: | 2024-10-14 | by ( Jaures Yip | ) www.businessinsider.com time to read: +4 min

Nvidia CEO Jensen Huang talked about his recruiting process in a recent podcast interview. Huang said it's easy for candidates to research a company's technical questions or come across well. AdvertisementIf you're interviewing with Nvidia CEO Jensen Huang, you can bet your references will be getting a call. Huang said that the company's technical questions are often shared online, making it "hard" to conduct genuine and rigorous interviews. With the company's market cap topping $3.3 trillion and second only to Apple, there are many wealthy Nvidia employees.

Persons: Jensen Huang, Huang, —, Lindsey Duran, Duran, Nviida, Jensen Organizations: Nvidia, Service, YouTube, Blackwell, Apple, Business

☆ This niche AI play is seeing business growth rates that are triple the pace of the data centers
▼ + stars: | 2024-10-12 | by ( Paulina Likos | ) www.cnbc.com time to read: +16 min

As artificial intelligence fuels the boom in data center growth, investors are eyeing a new frontier: the companies keeping these digital powerhouses cool. That's because historically, data centers used air cooling to manage the heat generated by traditional cloud applications. Triple data center growth Vertiv and Modine are legacy air cooling players that entered the liquid cooling market through acquisitions, while nVent is a pioneer. "The need for liquid cooling is not cannibalizing the need for mechanical (air) cooling," Matt Summerville, an analyst at D.A. "The need for liquid cooling is not cannibalizing the need for mechanical (air) cooling," Matt Summerville, an analyst at D.A.

Persons: Modine, there's, Dean Dray, Matt Summerville, Davidson, Summerville, William Blair, Brian, nVent, Dray, Vertiv, Jefferies, Saree Boroditsky, Boroditsky Organizations: Modine, RBC Capital Markets, CNBC, D.A, CoolTerra, TMG, Scotts, Scotts Springfield Manufacturing, Asia Pacific, CDU, Summerville, Luza Locations: Scotts Springfield, Asia, Summerville

☆ How AI is changing business at telecom giants, according to Nvidia and Verizon execs
▼ + stars: | 2024-10-12 | by ( Sarah Jackson | ) www.businessinsider.com time to read: +4 min

"There has never been a better or exciting time to be in the telecommunications industry," said Ronnie Vasishta, senior vice president of telecom at Nvidia. "AI will revolutionize telecommunications, and telecommunications will revolutionize AI." Verizon is using AI to "plan, build, and run our network; deliver differentiated customer and employee experiences; optimize internal processes; drive operational efficiencies," said Arumugavelu. AdvertisementOne way it's implementing the tech is by using AI computer vision, which allows computers to analyze and identify subjects in photos and videos, for geospatial intelligent cell site planning. Related storiesVerizon is also building a fully automated supply chain digital twin, which helps with monitoring inventory levels, Arumugavelu said, and using AI in workforce planning.

Persons: Execs, —, Ronnie Vasishta, Shankar Arumugavelu, Nvidia's Vasishta, Arumugavelu, Nvidia's Organizations: Telecommunications, MWC, Vegas, Service, Nvidia, Verizon, Mobile, Congress, Verizon Global Services

☆ Morgan Stanley recently met with Nvidia's management team. Here are the biggest takeaways as the bank eyes another 12% upside for the stock.
▼ + stars: | 2024-10-11 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

Nvidia stock is set for more gains as demand for its GPU chips surges, Morgan Stanley says. Nvidia's Blackwell GPU is on schedule and is sold out for the next 12 months, the company said. AdvertisementNvidia stock is poised for more gains as its GPU chip business continues to see surging demand. AdvertisementThat should be a boon for Nvidia's GPU chip product set, according to the note. Nvidia stock is up 172% since the start of this year.

Persons: Morgan Stanley, Nvidia's, —, Jensen Huang, Colette Kress, Joseph Moore, Moore, Blackwell, Hopper Organizations: Nvidia's Blackwell, Service, Nvidia, Blackwell, Microsoft Locations: New York City

Valued at $4 billion in 2021, Cerebras is reportedly seeking to roughly double that in its IPO. The customer, G42, is backed by Microsoft , and it's entirely responsible for the $1.43 billion purchase commitment. G42 can pick up $500 million more in Cerebras shares if it commits to spend $5 billion on the company's computing clusters. The major Wall Street banks, for their part, are finding other ways to play in the burgeoning AI infrastructure market. Fitch, who said he sold out of his Nvidia stock years ago, told CNBC that the benefits outweigh the risks.

Persons: Andrew Feldman, Ramsey Cardy, Cerebras, —, David Golden, it's, prepayment, CFIUS, Mike Gallagher, Gina Raimondo, Goldman Sachs, Morgan Stanley, JPMorgan Chase, Young, There's, Peter Thiel, Eva Marie Uzcategui, there's, Thiel, Jim Fitch, Fitch, Feldman Organizations: Cerebras Systems, Nvidia, Revolution Ventures, JPMorgan Chase, Microsoft, AstraZeneca, GlaxoSmithKline, Mayo Clinic, Treasury, Foreign Investment, Reuters, Chinese Communist Party, JPMorgan, Citigroup, Barclays, BDO, KPMG, Deloitte, Ernst, Riverstone Networks, CoreWeave, Clarium Capital Management LLC, Bloomberg, Getty, Mizuho Securities, Venture, CNBC, Devices Locations: Toronto, U.S, Sunnyvale , California, Abu Dhabi, China, Miami , Florida, Los Angeles, Florida

☆ Elon Musk wants to take humanoid robots mainstream with Optimus. Making them 'the biggest product ever' will be tough.
▼ + stars: | 2024-10-11 | by ( Hasan Chowdhury | ) www.businessinsider.com time to read: +6 min

Tesla plans to unleash a new generation of humanoid robots. Related storiesMusk's plans to make humanoid robots mainstream face some tough challenges, however. Before these new iterations were revealed, industry watchers were already predicting explosive growth in the humanoid robotics market. AdvertisementIt is unclear how Musk's Optimus robots will stand out in this fast-growing market and become "the biggest product ever of any kind." Making further improvements to humanoid robots is a tough technical challenge.

Persons: Tesla, Elon Musk, Optimus, Musk, —, Elon, Cybertruck, livestream, Jensen Huang, Huang, Goldman Sachs, Paul Miller, Forrester, Jim Fan, Gene Organizations: Service, Warner Bros, Elon, Tech, Amazon, Oregon State University, Robotics, Nvidia, Star Wars, Hyundai, Boston Dynamics, Deepwater Asset Management, Optimus Locations: Burbank , California

☆ AMD just launched its new AI chip, but analysts say it's still a year behind Nvidia
▼ + stars: | 2024-10-11 | by ( Helen Li | ) www.businessinsider.com time to read: +3 min

AMD launched the Instinct MI325X accelerator on Thursday, and shipping starts later this fall. The new chip offers better performance than Nvidia's H200 yet lags behind Blackwell, analysts say. While the GPU significantly improved over AMD's previous offerings, Bernstein Research analysts wrote that it faces "zero challenge" against Nvidia's upcoming Blackwell chip. Nvidia announced in March the Blackwell series, which is set to ship in the fourth quarter of this year. Related stories"Training performance seems 1 year behind Blackwell (on par with H200) while inferencing is only slightly better," Arya wrote.

Persons: Blackwell, —, Lisa Su, it's, Vivek Arya, Arya, Bernstein, Su, EPYC, Intel's Organizations: AMD, Service, Nvidia, Industry, Bernstein Research, Nvidia's, Blackwell, Bank of America Securities, Intel Locations: Turin, Emerald Rapids

☆ AMD launches AI chip to rival Nvidia's Blackwell
▼ + stars: | 2024-10-10 | by ( Kif Leswing | ) www.nbcnews.com time to read: +5 min

AMD launched a new artificial-intelligence chip on Thursday that is taking direct aim at Nvidia’s data center graphics processors, known as GPUs. In the past few years, Nvidia has dominated the majority of the data center GPU market, but AMD is historically in second place. The new AI chip is the successor to the MI300X, which started shipping late last year. Most industry estimates say Nvidia has over 90% of the market for data center AI chips. The new CPUs are particularly good for feeding data into AI workloads, AMD said.

Persons: Lisa Su, Nvidia’s, ”, Su, That’s, ” Su Organizations: AMD, Nvidia, Meta, Microsoft, Blackwell, Intel, workloads

☆ Morgan Stanley just met with Nvidia's CEO and came away even more confident in their top pick
▼ + stars: | 2024-10-10 | by ( Pia Singh | In | ) www.cnbc.com time to read: +3 min

Nvidia remains at the forefront of AI innovation, with new opportunities to gain market share, Morgan Stanley said. Analyst Joseph Moore reiterated his overweight rating on the chipmaker and said meetings with Nvidia's CEO and other management reinforced the firm's view that it is the top pick in semiconductors. NVDA YTD mountain Nvidia stock this year. To be sure, even as Morgan Stanley doubles down on its Nvidia bull case, the company's near-term growth story has some skeptics. Shares closed down slightly on Wednesday at $132.65, just short of the stock's closing high of $135.58 met in June.

Persons: Morgan Stanley, Joseph Moore, Moore, Nvidia's Blackwell, " Moore, Blackwell, Atif Malik, he's, Katie Stockton Organizations: Nvidia, NVIDIA, Management, Citi

☆ Microsoft faces disruption from AI, says outperforming fund manager dumping the stock
▼ + stars: | 2024-10-10 | by ( Ganesh Rao | ) www.cnbc.com time to read: +4 min

In 2023, the fund returned 30.7%, significantly outperforming its benchmark and the S & P 500, which was up 26%. Yiu's decision stems from his belief that Microsoft's business model is about to change significantly in light of the rise of generative AI. Microsoft has been leading the charge in generative AI adoption. The crux of the issue lies in the increased costs associated with providing AI services, according to the outperforming fund manager. Nvidia's chips, while readily available, allows the Silicon Valley company to capture much of the profit from generative AI services instead.

Persons: Stephen Yiu, Yiu, OpenAI Organizations: Microsoft, Growth, Growth Fund, CNBC Pro, Conference, Nvidia Locations: London

☆ Nvidia is nearing a record high. This is what's driving it.
▼ + stars: | 2024-10-10 | by ( Emma Cosgrove | ) www.businessinsider.com time to read: +5 min

Since the start of October, investors and Nvidia watchers have gained a few new numbers to add to their models. AdvertisementThe funding is the clearest sign that investors are still willing to back the biggest bet on generative AI available. OpenAI announced the fresh funding last week, led by Thrive Capital with Microsoft, Nvidia, Softbank, Khosla Ventures, and others participating. Thank you to Nvidia for delivering one of the first engineering builds of the DGX B200 to our office." But, anecdotal evidence of companies finding value in generative AI may be starting to penetrate the investor class as well, according to a new survey from Morgan Stanley.

Persons: —, OpenAI, Billionaire Vinod Khosla, Blackwell, Jensen Huang, Huang, doesn't, David Solomon, Morgan Stanley Organizations: Service, Nvidia, Microsoft, Softbank, Khosla Ventures, Billionaire, CNBC, Taiwan Semiconductor Manufacturing Company Locations: OpenAI, Blackwell

☆ Big backer of Nvidia heaps on praise after the recent stock rally. Where we stand now
▼ + stars: | 2024-10-10 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +4 min

Morgan Stanley has a buy-equivalent rating on the Club stock and a price target of $150 a share, implying 13% upside from Wednesday's close. If artificial intelligence models are tasked with completing more complicated tasks, that could play into Nvidia's hands over time, Morgan Stanley reasoned. Several positive updates on AI adoption last month helped Nvidia's stock mount the comeback, which has completely erased a severe post-earnings slide that began Aug. 28 . More recently, Nvidia CEO Jensen Huang has touted "insane" demand for Blackwell . Nvidia CEO Jensen Huang talks onstage with Salesforce CEO Marc Benioff during Salesforce's Dreamforce on September 17, 2024 in San Francisco, California.

Persons: Morgan Stanley's, Jensen Huang, Morgan Stanley, Nvidia's, Morgan, Jim Cramer, Jim Cramer's, Jim, Marc Benioff, Salesforce's Dreamforce, Justin Sullivan Organizations: Nvidia, Club, Blackwell, Tech, Microsoft, Nasdaq, Google, Apple, Devices, Broadcom, CNBC, Getty Locations: —, San Francisco , California

☆ Nvidia's value soars by $400 billion in 5 days. That's more than Costco is worth.
▼ + stars: | 2024-10-09 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +3 min

Nvidia stock climbed 4% on Tuesday, extending its rally to 14% in five days. The chipmaker's market value soared by $400 billion — more than Costco is worth. Its $400 billion increase in value within a week is worth underscoring. Costco, which generated $254 billion of revenue and $7.4 billion of net income last year, is worth less than that. There's been no greater beneficiary than founder and CEO Jensen Huang, whose net worth has ballooned from about $14 billion to $106 billion in under two years.

Persons: Jensen Huang, Blackwell, —, There's, Amancio Ortega, Michael Dell, Huang, Elon Musk, Mark Zuckerberg, OpenAI's Sam Altman, Oracle's Larry Ellison, Microsoft's Satya Nadella, Andy Jassy, Alphabet's Sundar Pichai Organizations: Costco, Nvidia, Service, Microsoft, Apple, Bloomberg, Big Tech

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