Overview
- Nvidia CEO Jensen Huang said we are “nowhere close” to an all‑powerful “God AI,” a rare public check on the technology’s near‑term capabilities.
- Fresh market commentary flags downside risk, with a Yahoo Finance analysis positing a potential slide toward $100 in 2026 and trader Tom Sosnoff calling Nvidia “fully priced” and vulnerable to a spring sell‑off and a loss of its market‑cap crown.
- Nvidia retains overwhelming share in AI processors, with Jon Peddie Research estimating roughly 95% of the market.
- The company’s data‑center franchise remains the profit engine, posting $51.2 billion in fiscal Q3 2026 sales—about 89.5% of total revenue—with gross margins reported in the mid‑70% range.
- Nvidia is maintaining an annual advanced‑chip cadence, with the Vera Rubin generation reported to require fewer GPUs to train large models and described by the company as in production with a ramp planned for the second half of 2026.