CNBC Today On NVIDIA Stock, NVIDIA Nearing $4 Trillion Market Cap - NVDA Update Hosts of CNBC discuss NVIDIA, NVIDIA stock (NVDA stock), and NVIDIA nearing a $4 trillion market cap. We discuss multiple topics in this video, including: recent NVIDIA news, the impact of the recent spending bill on NVIDIA and semiconductor manufacturing, and NVIDIA's long-term future and technology. Last week, CoreWeave announced the first official deployment of NVIDIA's new Blackwell Ultra GB300 system. This is NVIDIA's Blackwell Ultra and it appears to be slightly ahead of schedule given the news from CoreWeave. We were told that Blackwell Ultra would launch around the end of this quarter, then Jensen Huang told us at GTC Paris that GB300 was "completely in production," then there were some reports saying the first shipments may be in August or September, but now here we are with official confirmation of the first GB300 deployment by CoreWeave. Blackwell Ultra should ramp very quickly, especially in August and September. Blackwell Ultra is essentially an upgrade of the chips within the Blackwell system, and is not a total system upgrade like Blackwell was. With this in mind, Blackwell Ultra should ramp very quickly and we are less likely to see delays in Blackwell Ultra's rollout like we did with Blackwell's production ramp. NVIDIA is delivering substantial performance upgrades with each new generation of product. We have a clear datacenter product roadmap stretching all the way into 2028. NVIDIA Vera Rubin should launch in 2026, with the Vera CPU being NVIDIA's first custom CPU built to work in lockstep with the GPU. The NVIDIA Rubin GPU will offer substantial improvements over Blackwell. Jensen Huang told us at GTC Paris that there are 20 sovereign AI factories being planned in Europe right now, with many more AI factories being planned by European companies. Jensen believes that Europe's computing capacity will 10x in just 2 years. NVIDIA will play an important role in the future of quantum computing. Jensen Huang told us at GTC Paris that NVIDIA is working with practically everyone in the quantum computing industry on NVIDIA's CUDA-Q platform. NVIDIA is also bringing AI to the world's Enterprise IT, which Jensen believes is an opportunity worth hundreds of billions of dollars. In this video we talk about NVIDIA, talk about NVIDIA stock, and give an NVDA update. Timestamps 0:00 CNBC 7:18 FinVid Welcome to FinVid! FinVid posts videos to keep you updated on all things stocks, trading, investing, markets, and finance. Thank you for watching FinVid! LEGAL DISCLAIMER: This video is for entertainment purposes ONLY. This does not constitute as financial advice. DO NOT make buying or selling decisions based on FinVid's videos. If you need advice, please contact a qualified CPA, attorney, insurance agent, contractor/electrician/engineer/etc., financial advisor, or the appropriate professional for the subject you would like help with. ATTENTION: Please note that we will NEVER accept payment to talk about any particular stocks on this channel. Related Topics: NVDA, NVIDIA, nvda, nvidia, Jensen Huang, NVDA stock, NVDA earnings, NVIDIA stock, NVIDIA earnings, NVDA update, NVIDIA update, NVDA today, NVIDIA today, NVDA news, NVIDIA news, NVDA chips, NVDA ai, NVDA analysis, NVDA stock analysis, NVDA stock update, NVDA stock update today, NVIDIA update today, NVIDIA stock update today, NVDA earnings update, NVIDIA earnings update, Jensen Huang NVDA, Jensen Huang NVIDIA, Charles Payne, Cramer, Charles Payne NVDA, Charles Payne NVIDIA, Cramer NVDA, Cramer NVIDIA, stocks, stock market, investing, investing in stocks, trading stocks, earnings, stock, tech, tech stocks, cnbc nvidia, nvidia cnbc, cnbc nvda, nvda cnbc, nvidia fox, nvda fox, fox nvda, fox nvidia, s&p 500, nasdaq, microsoft stock, msft, msft stock, nvidia stock, nvda stock, DeepSeek, deepseek, OpenAI, openai, FinVid, finvid #NVIDIA #NVDA #NVDAStock #NVIDIAStock #NVDAUpdate #NVIDIAUpdate #NVDANews #NVIDIANews #NVDAToday #NVIDIAToday #investing #stockinvesting #stocktrading #stockmarket #stocks