Nvidia CEO says company will be first HBM4 customer
Jensen Huang announced Nvidia will be the first customer for HBM4 memory, needed for next-gen platforms like Vera Rubin. SK Hynix has secured 70% of Nvidia's HBM4 orders.
Nvidia CEO Jensen Huang news covering AI chip strategy, earnings, industry keynotes, and Nvidia's role driving the AI hardware boom.
Jensen Huang announced Nvidia will be the first customer for HBM4 memory, needed for next-gen platforms like Vera Rubin. SK Hynix has secured 70% of Nvidia's HBM4 orders.
Nvidia CEO Jensen Huang told reporters in Seoul that the sell-off in AI and chip stocks is a discount opportunity, calling AI infrastructure a 'foregone conclusion.' He also announced a multi-year partnership with SK Hynix to design future AI memory chips.
This commentary argues that Nvidia remains the dominant AI chipmaker due to CEO Jensen Huang's strategic foresight, citing early investments in CUDA and networking. It contends that Huang's anticipation of shifts toward inference and agentic AI positions Nvidia for continued growth, making the stock a buy.
This commentary argues that Nvidia CEO Jensen Huang's recent visit to Tokyo signals a strategic bet on Japan's role in AI development, particularly for industrial robotics. It suggests Japan's manufacturing expertise positions it to lead in AI-powered automation, contrasting with the US focus on consumer AI.
Nvidia CEO Jensen Huang held a 'yakitori summit' with Japanese semiconductor executives in Tokyo, including Kioxia, Shin-Etsu Chemical, Tokyo Electron, and Ajinomoto. The meeting aimed to strengthen supply chain relationships for AI expansion, with Huang noting Japan's foundational role in semiconductor manufacturing.