qwant news | What Jensen Huang Said That Nobody Noticed

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Nvidia’s chief executive Jensen Huang used the company’s latest earnings report—$81.6 billion in revenue, an 85 % year‑over‑year jump, and guidance of $91 billion plus an $80 billion buyback—to declare that demand for “agentic AI” has gone parabolic, noting that while traditional hyperscale data‑center revenue grew 12 % quarter‑over‑quarter, Nvidia’s new “AI Clouds, Industrial and Enterprise” (ACIE) segment surged 31 % quarter‑over‑quarter, signalling a broadening AI infrastructure wave. The article also references several expert takes on the shift: Jonathan Rose’s “Four Tells” framework flagging Palantir as risky despite a recent earnings beat; his and Marc Chaikin’s “Convergence Trigger” pointing to quantum‑computing stocks; Luke Lango’s upgrade of CoreWeave to “Buy” after Huang highlighted the company’s role in AI compute; and Brian Hunt’s warning that the explosion of AI agents will fuel fraud, with Mitek positioned to protect against such threats. Together, these perspectives illustrate a massive capital reallocation toward AI infrastructure and the emerging challenges it brings.

Read more: https://investorplace.com/2026/05/huang-said-that-nobody-noticed/

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