{"id":688864,"date":"2026-05-23T16:19:14","date_gmt":"2026-05-23T16:19:14","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/688864\/"},"modified":"2026-05-23T16:19:14","modified_gmt":"2026-05-23T16:19:14","slug":"jensen-huang-just-made-a-surprise-announcement-heres-what-it-means-for-nvidia-investors","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/688864\/","title":{"rendered":"Jensen Huang Just Made a Surprise Announcement. Here&#8217;s What It Means for Nvidia Investors."},"content":{"rendered":"\n<p class=\"yf-1fy9kyt\">Few companies have an intense spotlight on them quite like Nvidia (NASDAQ: NVDA). As one of the most important players in the artificial intelligence (AI) ecosystem, Nvidia&#8217;s performance often serves as a benchmark for the AI world as a whole. And that attracts a lot of attention.<\/p>\n<p class=\"yf-1fy9kyt\">That attention hit a new level during the fiscal 2027 Q1 (ended April 26) earnings call, when its CEO, Jensen Huang, announced something exciting. Huang noted that Nvidia&#8217;s Vera Rubin platform &#8212; which includes a central processing unit (CPU) built specifically for agentic AI &#8212; is entering a new $200 billion total addressable market (TAM).<\/p>\n<p class=\"yf-1fy9kyt\">Will AI create the world&#8217;s first trillionaire?\u00a0Our team just released a report on the one little-known company, called an &#8220;Indispensable Monopoly&#8221; providing the critical technology Nvidia and Intel both need.\u00a0<a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=5a5a6318-4172-46ff-9cb8-b35739e8feba&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fa-sa-ai-boom-nvidias%3Faid%3D10891%26source%3Disaediica0000069%26ftm_cam%3Dsa-ai-boom%26ftm_veh%3Dtop_incontent_pitch_feed_yahoo%26ftm_pit%3D18914&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=820038c7-f761-4bf2-8b03-1165e56291f3\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Continue \u00bb;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Continue \u00bb&quot;}\" class=\"link \">Continue \u00bb<\/a><\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/ca\/wp-content\/uploads\/2026\/05\/ee260e821757c8858dca047c6a3f6097.png\" alt=\"Nvidia's logo overlaid on a shadowy green background.\" loading=\"eager\" height=\"640\" width=\"960\" class=\"yf-lglytj  loaded\"\/> Image source: The Motley Fool.      <\/p>\n<p class=\"yf-1fy9kyt\">This change opens a new revenue stream for Nvidia and is also a crucial next step in the company&#8217;s development, moving from a <a href=\"https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/gpu-stocks\/?utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=820038c7-f761-4bf2-8b03-1165e56291f3\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:graphics chip company;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;graphics chip company&quot;}\" class=\"link \">graphics chip company<\/a> to an AI hardware giant to a full-stack AI utility ecosystem.<\/p>\n<p class=\"yf-1fy9kyt\">In its most recent quarter, Nvidia made $81.6 billion in revenue, up 85% year over year. Of that revenue, over 92% ($75.2 billion) came from Nvidia&#8217;s <a href=\"https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/real-estate-investing\/reit\/data-center-reit\/?utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=820038c7-f761-4bf2-8b03-1165e56291f3\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:data center;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;data center&quot;}\" class=\"link \">data center<\/a> segment alone. Data center hardware will continue to be Nvidia&#8217;s primary revenue generator for the foreseeable future, but the introduction of its Vera Rubin platform puts Nvidia in a position to be one of the leading CPU suppliers in the world (if not the leading one).<\/p>\n<p class=\"yf-1fy9kyt\">Nvidia expects its stand-alone CPU revenue to be $20 billion this year. How it eventually materializes remains to be seen, but the projections are worth getting excited for if you&#8217;re invested in Nvidia.<\/p>\n<p>      Should you buy stock in Nvidia right now?    <\/p>\n<p class=\"yf-1fy9kyt\">Before you buy stock in Nvidia, consider this:<\/p>\n<p class=\"yf-1fy9kyt\">The Motley Fool Stock Advisor analyst team just identified what they believe are the\u00a0<a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=13d02653-6145-455b-a5d6-cbcbe8097f39&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-dyn-headline%3Faid%3D11234%26source%3Disaeditxt0001181%26company%3DNvidia%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Darticle_pitch_feed_yahoo%26ftm_pit%3D18781&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=820038c7-f761-4bf2-8b03-1165e56291f3\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 best stocks;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;10 best stocks&quot;}\" class=\"link \">10 best stocks<\/a> for investors to buy now\u2026 and Nvidia wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n<p class=\"yf-1fy9kyt\">Consider when Netflix made this list on December 17, 2004&#8230; if you invested $1,000 at the time of our recommendation,\u00a0you\u2019d have $481,589!* Or when Nvidia made this list on April 15, 2005&#8230; if you invested $1,000 at the time of our recommendation, you\u2019d have $1,345,714!*<\/p>\n<p class=\"yf-1fy9kyt\">Now, it\u2019s worth noting\u00a0Stock Advisor\u2019s total average return is 993% \u2014 a market-crushing outperformance compared to 208% for the S&amp;P 500.\u00a0Don&#8217;t miss the latest top 10 list, available with\u00a0Stock Advisor, and join an investing community built by individual investors for individual investors.<\/p>\n","protected":false},"excerpt":{"rendered":"Few companies have an intense spotlight on them quite like Nvidia (NASDAQ: NVDA). As one of the most&hellip;\n","protected":false},"author":2,"featured_media":688865,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[62,276,277,49,48,8189,6494,61,164626],"class_list":["post-688864","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-ca","tag-canada","tag-jensen-huang","tag-nvidia","tag-technology","tag-vera-rubin"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/688864","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=688864"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/688864\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/688865"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=688864"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=688864"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=688864"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}