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jensen huang

T1 · high-signal investor

Co-founder, president and CEO of Nvidia. He has led the company from graphics processors into accelerated computing and AI infrastructure.

78 calls·32 names·91% bull·last heard 15 days ago·Bloomberg Tech+6
track recordleaderboard →
hit rate
50%
avg alpha
+5.9pp
scored
2

top calls

best measured alpha vs SPY, then highest conviction · one per company
1st+27.4pp vs SPY
$COHRCoherentposition

Jensen Huang: Nvidia invested $2B in Coherent for upstream silicon photonics capacity

Nvidia invested in Coherent to secure upstream silicon photonics supply for its CPO roadmap (Spectrum-6, NVLink), validating Coherent as a critical supplier.

Michael Sikand2026-03→
2ndhigh conviction
$NVDANvidiaposition

Jensen Huang outlines $750B AI infrastructure pipeline and 10x semiconductor growth thesis

Nvidia is orchestrating a $750B wave of AI infrastructure deals including a $500B+ partnership with SK Hynix for memory and a $1B investment in Korea's AI cloud, arguing the semiconductor industry must grow 10x over the next decade to support 100B AI agents and billions of robots.

Bloomberg Tech2026-07→
3rdhigh conviction
$OPENAIOpenAIposition

Huang: Nvidia invested $30B in OpenAI; regrets not investing earlier in Anthropic

Nvidia now directly invests in frontier labs (OpenAI $30B, Anthropic $10B) to secure compute demand and align roadmaps; Huang admits missing Anthropic early due to capital constraints but won't repeat the mistake.

Dwarkesh Patel2026-04→

most discussed · click a bar to filter

recurring themes

78 total
$000660.KS
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SK Hynix
HIGHjensen huang·Bloomberg Tech·15 days ago
SK Hynix locks in $500B+ memory partnership with Nvidia and co-develops HBM roadmap
SK Hynix secures a massive multi-year memory supply agreement with Nvidia covering HBM3, HBM4 and beyond, positioning it as the primary memory partner for AI infrastructure buildout at two gigawatts of scale.
"WE ANNOUNCED A PARTNERSHIP WITH SK GROUP WHERE OUR COMPANIES ARE GOING TO ENTER INTO A BUSINESS PARTNERSHIP WHERE WE DO OVER 500 BILLION DOLLARS OF BUSINESS WITH EACH OTHER WHERE…"
2:00
$NVDA
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Nvidia
HIGHjensen huang·Bloomberg Tech·15 days ago· position
Jensen Huang outlines $750B AI infrastructure pipeline and 10x semiconductor growth thesis
Nvidia is orchestrating a $750B wave of AI infrastructure deals including a $500B+ partnership with SK Hynix for memory and a $1B investment in Korea's AI cloud, arguing the semiconductor industry must grow 10x over the next decade to support 100B AI agents and billions of robots.
"WE ANNOUNCED A PARTNERSHIP WITH SK GROUP WHERE OUR COMPANIES ARE GOING TO ENTER INTO A BUSINESS PARTNERSHIP WHERE WE DO OVER 500 BILLION DOLLARS OF BUSINESS WITH EACH OTHER WHERE…"
2:00
$NVDA
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Nvidia
HIGHjensen huang·Y Combinator·16 days ago
Huang declares physical AI will be Nvidia's next $100B business
Nvidia's physical AI and robotics business, already ~$10B from autonomous vehicles, will become the company's next $100B revenue pillar within 10 years as world foundation models and sim-to-real pipelines unlock general robotics.
"Our robotics business, autonomous vehicle business, basically physical AI business is probably almost like $10 billion. So it's really, really big already. Um, likely this will be…"
38:44
$NVDA
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Nvidia
HIGHjensen huang·NVIDIA·20 days ago· position
Huang: GB300 AI supercomputer mass production signals trillion-dollar AI factory CapEx wave
Nvidia's GB300 with 1.5M parts is being manufactured at phone-like volumes at Wistron, enabling AI factories that will become fundamental societal infrastructure requiring trillions in new CapEx across every industry.
"That's the GB 300. Yes. The most powerful AI supercomputer in the world. Yeah. It has 1.5 million parts inside. These robots have to assemble 1.5 million parts. It's two tons to a…"
4:51
$WISTRON
Wistron Corporation
HIGHjensen huang·NVIDIA·20 days ago
Huang: Wistron mass-producing GB300 supercomputers in Texas as anchor of US AI manufacturing revival
Wistron is manufacturing Nvidia's $4M GB300 systems at volume in the US, creating millions of manufacturing jobs and serving as the operational backbone for reindustrializing America's AI infrastructure.
"It's two tons to a ton. $4 million. And we're producing them. You know, like, like phones, you know. And right here in Wistron. And so we crank it out in volume, because the world…"
5:04
$TSM
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Taiwan Semiconductor Manufacturing Company
HIGHjensen huang·NVIDIA·20 days ago
Huang: TSMC partnership indispensable for AI supply chain resilience and US reindustrialization
Nvidia CEO states that without TSMC partnership, the largest infrastructure buildout in human history would not be possible, highlighting TSMC's critical role in enabling AI factory deployment and US manufacturing revival.
"Without the partnership of Taiwan, without the partnership of TSMC and Wistron, we wouldn't be able to do what we are doing today. So. So for that, I'm incredibly grateful."
1:08
$NVDA
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Nvidia
HIGHjensen huang·Y Combinator·16 days ago· position
Huang: Physical AI robotics business at $10B, targeting next $100B revenue pillar
Nvidia's physical AI and robotics segment — spanning autonomous vehicles, warehouse robots, and humanoid platforms — is already a ~$10B business and will become the company's next $100B revenue driver within a decade, powered by world foundation models and sim-to-real pipelines like Isaac Sim and Cosmos.
"Our robotics business, autonomous vehicle business, basically physical AI business is probably almost like $10 billion. So it's really, really big already. Um, likely this will be…"
38:44
$CRWV
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CoreWeave
MEDjensen huang·NVIDIA·2 months ago
CoreWeave valued at $50-70B growing incredibly fast as NVIDIA-enabled AI cloud partner
Jensen Huang cites CoreWeave as a prime example of NVIDIA's ecosystem enabling small companies to become world-class AI clouds, now valued at $50-70B with incredible growth, serving customers like Cursor, Black Mountain Labs, and World Labs.
"Every one of these I'm about to show you are small companies just recently. And now CoreWeave is worth 50, 60, 70 billion dollars and growing incredibly fast."
32:00
$CDNS
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Cadence Design Systems
HIGHjensen huang·NVIDIA·2 months ago
Cadence chip design agents achieve 40x faster verification cycles; NVIDIA partnership creates super agents for RTL
Cadence and NVIDIA built chip design verification agents using Codex orchestration, Cadence ChipStack, and Nemotron models that compress verification from weeks to hours — a 40x speedup — creating proprietary super agents for Cadence's workflow that NVIDIA will hire 'hundreds of thousands' of to accelerate its own chip design.
"From weeks to hours. Verification cycles over 40 times faster... NVIDIA has thousands of chip designers. We are going to hire hundreds of thousands of Cadence super agents that wo…"
72:03
$2454.TW
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MediaTek
MEDjensen huang·NVIDIA·2 months ago
MediaTek partners on N1X chip for RTX Spark, custom Grace CPU for agentic PCs
MediaTek co-developed the N1X chip for RTX Spark, integrating a custom 20-core Grace CPU with Blackwell RTX GPU via NVLink, enabling 100% CUDA and Windows compatibility in a laptop form factor — a strategic win for MediaTek in the agentic PC market.
"a custom 20-core Grace CPU built in partnership with MediaTek, fused by NVLink... This is the N1X that we built in partnership with MediaTek. I think I saw Rick earlier. This is N…"
86:02