NYTimes
11 Nov 2026, 15:35 UTC · 47m ago
Silicon Valley Tech Allies Support Jensen Huang
Impact · against what's priced in
The support from Silicon Valley peers for Jensen Huang is neutral to slightly positive but does not constitute a catalyst. The market is currently focused on whether Blackwell/Rubin revenue projections materialize, and the resolution of a personal security lapse does not bridge the gap between the current price and the bullish $1 trillion revenue projections.
- NVDA+0.00
Doesn't touch the price's assumptions
- In context
Peer support regarding a personal lapse does not impact the core valuation drivers, which depend on whether the market will ever pay for the $1 trillion Blackwell/Rubin revenue projection or the shift to $40 billion-per-gigawatt revenue.
What NVDA's price assumes · Sep 1
