- NVDA rose about 1% ahead of CEO Jensen Huang’s Computex keynote as traders awaited updates on NVDA’s CPU plans, Rubin platform, agent AI workloads, and hyperscale data center deployments. 1
- Nvidia (NVDA) saw strong demand for its AI chips in the week ending May 27, driving inflows into tech funds, marking the eighth consecutive week of buying into tech funds. 2
- NVIDIA CEO Jensen Huang warned that silicon photonics capacity will not meet the demands of AI. NVIDIA is investing to secure its photonics supply chain ahead of large-scale AI data center deployment and testing. 3
- NVIDIA heralded a “new era of PCs” ahead of Jensen Huang’s GTC Taipei keynote at COMPUTEX, sparking trader interest in the potential announcement of PC-focused chips to compete with Windows PCs and Arm-based competitors. 4
- Korea’s Kospi Index rose with AI-related stocks leading the rally ahead of NVIDIA CEO Jensen Hwang’s visit to Korea, with market attention focused on NVIDIA and AI-themed stocks. 5
