Jensen Huang on Closing Bell
Closing Bell Overtime: Fresh Scrutiny for AI Trade; AMD Results & a Software Slaughter 2/3/26
A brief but newsworthy update: Huang directly dismisses concerns about NVIDIA’s OpenAI relationship and predicts the financing will be the largest round in history. The compute-drives-revenue argument is familiar, but the unequivocal deal-status comments make this worth hearing.
The more compute they have, the greater revenues they will have. And so I'm, you know, their trajectory, their revenue growth trajectory is going to be unlike anything the world's ever seen. And this is, this is a great investment opportunity. I'm delighted to do it. In working with, with OpenAI, there is no drama. Everything is, this round is going to get done. It's going to be the largest round in history. There's, it's going to be oversubscribed. It's going to be, they're doing terrifically. No drama. Jim Cramer joins us now. Jim, great to have you with us on overtime.
Jensen Huang addresses scrutiny of NVIDIA's relationship with OpenAI, saying the deal is proceeding without drama and that the funding round is on track. He also argues that OpenAI's revenue growth will increase with access to more compute and presents the relationship as a significant investment opportunity.