Well, among other things ARM Holdings stock was up 15.7% yesterday, bringing the one-month gain to 96.32%:
And Marvell was up $14.43 (+7.04%) to $219.43 and another $48.64 (+22.17%) in this morning's pre-market trade after Mr. Huang said MRVL would achieve a trillion-dollar market cap.
Nvidia's CEO says a lot of things.*
From TechFinitive, June 1:
Nvidia CEO Jensen Huang kicked off Computex 2026 with a sonic boom of a bang this morning by claiming that it is going to reinvent the PC in exactly the same way that Apple reinvented the phone.
“Remember, 15, 20 years ago, we used to have an idea called a phone,” said Huang during the two-hour keynote speech. “Today, when you think about your phone, the one thing you don’t do with it is make phone calls. You do just about everything else. So that phone means something very different to you than a phone of the past.
“I am certain that what is going to happen here is that the PC ten years from now, and the PC you think about today… is going to be completely different,” he said. “Here’s my theory. [Just as] many houses have home theatres, lawnmowers, dishwashers, I can totally imagine that someday there’s an AI supercomputer in your house.”
Naturally, an AI supercomputer that will be running on Nvidia silicon. It’s no coincidence that Huang also announced RTX Spark, an AI-focused chip that will run Windows. More of that later in this article.
Huang’s vision is that rather than our current idea of a PC that you sit in front of, clicking and typing, in this future world the PC will be “running all of your agents, it’s running all of your assistants, and it’s doing all kinds of things for you all the time”.
But that’s the future, one that sets the direction of travel for Nvidia and perhaps the entire PC industry. Against that backdrop, here’s a run-through of five immediate announcements that we think businesses, enterprises and large organisations should take note of.
AI supercomputer on every enterprise desk
While Huang’s vision of an AI supercomputer in every house seems a little distant, it has already announced an AI supercomputer for every desk in an enterprise. This echoes Bill Gates’ successful prediction, made in 1993, of a computer in every home.
The enterprise AI supercomputer in question is the Nvidia DGX Station for Windows. Based on the Nvidia GB300 Grace Blackwell Ultra Desktop Superchip (Nvidia is not afraid of superlatives) it can pack up to 748GB of memory and provides up to 20 petaflops of FP4 performance....
....MUCH MORE
In March 2024 Huang literally shone the spotlight on Michael Dell at the March GTC confab. It took a while for the market to catch on but catch on it did:
As the old-timers used to say: "Pay attention or pay the offer."
