Jensen Huang's AI Buy List: 15 Stocks Directly Mentioned at Nvidia GTC Taiwan π
CEO $NVIDIA(NVDA)$ Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
β ServiceNow
"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."
β Named enterprise AI toolkit partner
β Micron
"HBM4 memory from Micron, SK Hynix and Samsung."
β Only US-listed HBM4 supplier for Vera Rubin
3. $Taiwan Semiconductor Manufacturing(TSM)$
β TSMC
"It starts with TSMC. The seven new chips that make up Vera Rubin take shape through hundreds of processing steps. 3 nanometer process."
β Sole manufacturer of all Vera Rubin chips
4. $Dell Technologies Inc.(DELL)$
β Dell
"Congratulations to Dell and Coreweave as well for standing up their Vera Rubin MVL72 engineering rack."
β Confirmed Vera Rubin deployment
β Coreweave
"Coreweave is worth 50, 60, 70 billion dollars and growing incredibly fast."
β Flagship AI cloud partner, explicit valuation callout
β Microsoft
"Congratulations to Microsoft for their operational Vera Rubin MVL72 engineering rack."
"Microsoft and Nvidia over the last three years reinventing the PC."
β Deepest co-development partner across cloud + PC
β Cadence
"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."
β Only company given a full dedicated demo segment
8. $CrowdStrike Holdings, Inc.(CRWD)$
β CrowdStrike
"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."
β Named enterprise AI toolkit partner
9. $Palantir Technologies Inc.(PLTR)$
β Palantir
"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."
β Named enterprise AI toolkit partner
10. $SAP SE(SAP)$
β SAP
"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."
β Named enterprise AI toolkit partner
11. $Adobe(ADBE)$
β Adobe
"Adobe have re-engineered the core of Photoshop and Premiere and they're going to release it for RTX Spark. It is twice as fast."
β Full product re-architecture for Nvidia's new PC platform
12. $Shopify(SHOP)$
β Shopify
"Cursor, the software coding company, World Labs, Revolute, the leading financial services AI company, and Shopify."
β Named as Coreweave AI cloud customer
13. $Alphabet(GOOG)$
β Google
"This is Nscale, and their customers are British Telecom, Google. Google is using one of our AI clouds."
β Google confirmed paying customer of Nvidia-powered AI cloud
14. $Intercontinental Exchange(ICE)$
β NYSE
"Lynn Martin, the president of New York Stock Exchange, has been so gracious to partner with us. Vera CPU, six times faster."
β Vera CPU deployed live for NYSE real-time stream processing
15. $IBM(IBM)$
/ $RHT β Red Hat
"Red Hat, Canonical, Microsoft, it's going to be adopted everywhere."
β Adopting Nvidia Open Shell enterprise runtime
I watched NVDA GTC in Taipei. I know exactly what to buy FIRST.
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