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Nvidia CEO Jensen Huang told Yahoo Finance at GTC Berlin that the company's AI accelerators can stay productive for eight years or more, far outlasting the traditional four-year GPU lifecycle. He said lending against Nvidia hardware carries 'the lowest' risk of any asset because the chips hold strong resale and reuse value across different customers and workloads.
At Nvidia's GTC conference in Berlin, CEO Jensen Huang met European leaders including Andy Burnham, Emmanuel Macron and Friedrich Merz while unveiling new products, even as public neocloud stocks tumbled — CoreWeave fell 10% and Nebius dropped 7% that day. Huang told CNBC demand for neoclouds remains strong, while attendees at the event voiced concern about debt-heavy AI infrastructure firms lacking credit ratings.
Jensen Huang made his first trip to Kazakhstan, meeting deputy prime minister Zhaslan Madiyev and praising the country's energy resources and data center expansion plans. The visit follows Kazakhstan's June announcement of a $10 billion AI infrastructure partnership with Firebird to build a 100,000-GPU computing cluster, with Nvidia planning to invest in the venture.
Following OpenAI's September 3 release of GPT-6 Astra, Nvidia CEO Jensen Huang posted on X that 'AGI has arrived,' while also touting 400,000 GPUs coming online. OpenAI itself has not used the term AGI for Astra, instead describing it as an 'operator' system that browses, codes and runs multi-step tasks, citing strong scores on benchmarks like FrontierMath Tier 4 and ARC-AGI-3. An AI engineer writing for Entrepreneur notes that Astra and rival Claude Fable 5.1 post near-identical benchmark scores yet behave very differently in practice, a gap attributed to the surrounding 'harness' rather than the underlying model.
Jensen Huang told CNBC he doesn't expect a memory oversupply by 2029, saying demand for memory such as HBM and LPDDR will keep rising as data centers expand. His comments came after memory stocks fell sharply following a South Korean opinion column that warned of a looming supply flood and potential AI downturn by 2029.
Nvidia CEO Jensen Huang told CNBC at the GTC conference in Berlin that demand for neocloud providers is extremely high, but a shortage of working capital is restraining their expansion. He said demand for capital far exceeds its availability, though he expects the imbalance to resolve over time. Huang also pointed to energy scarcity in Europe as a key constraint, naming Nebius and Mistral as firms whose growth depends on securing power allocation.
At Nvidia's GTC conference in Berlin, CEO Jensen Huang announced the DSX Pod, a prefabricated, container-based AI data center built around Nvidia's Vera Rubin compute racks that can reportedly be deployed in 14 days. Huang framed the launch around a broader push for Europe to build AI infrastructure, robotics and AI agents rather than simply consume AI services from elsewhere, and the event was briefly interrupted by Greenpeace protesters criticizing the company's environmental impact.
Greenpeace activists disrupted Nvidia CEO Jensen Huang's keynote at GTC Berlin, standing on chairs with a banner reading 'Nvidia, clean up your dirty business!' and shouting questions about Nvidia chips allegedly found in Russian drones and missiles, plus broader environmental concerns. Security removed the protesters as Huang told them 'It's okay, go easy' and 'I'll talk to you later.' The confrontation follows reports that Nvidia Jetson Orin chips have turned up in Russia's S-71 'Monochrome' weapon and other autonomous drones.
Speaking to CNBC at a London media briefing, Nvidia CEO Jensen Huang said the company 'absolutely must' cooperate with Chinese AI companies to monitor risks from the technology. He said he already holds dialogues with researchers in China and urged the US and UK to pursue similar engagement.
Following President Trump's push to replace the term 'artificial intelligence' with 'super intelligence,' several Silicon Valley executives have begun using the new phrasing. Elon Musk, Marc Benioff, Nvidia's Jensen Huang, and Microsoft's Satya Nadella have all referenced or adopted 'super intelligence' in company branding or public statements after attending or responding to a related White House summit and executive order.
Nvidia's stock hit a record this week, pushing its market cap near $6 trillion, as the company projects $108 billion in October-quarter revenue, up 89% year-over-year. SemiAnalysis counted 323 Nvidia GPU providers as of September, up from 209 eleven months earlier, while Nvidia's own filings show five clients each accounted for at least 10% of accounts receivable in the July quarter, up from three in January. Companies now access Nvidia chips through hyperscalers like Amazon, Microsoft and Google, specialized 'neoclouds' such as CoreWeave, online marketplaces, or direct hardware purchases.
President Trump presented Nvidia CEO Jensen Huang with the National Medal of Science for his work turning GPUs into general-purpose computing platforms used across AI and scientific research. The ceremony, held at the US Institute of Peace in Washington, D.C., also honored AMD's Lisa Su, Google's Sergey Brin and Elon Musk with the same medal, while Michael Dell and Satya Nadella received the National Medal of Technology and Innovation. At the event, eleven tech companies pledged $2.4 billion combined in AI tools and computing credits to the government's Genesis Mission, with Nvidia committing $1 billion over five years.