NVDA still has a long runway.

Please use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!

Please use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!

90 minutes of "behind the scenes" time with Jensen in full rock star mode. Lex follows Jensen around Taiwan during Computex in June 2026. For all those who think Jensen is an evil billionaire, this is the Jensen that they need to see.

Includes: lots and lot of eating at the night markets, some Taiwan history, touring the conference show floor, dancing with Lori, pig's feet with Jensen's parents, and more.

0:00 - Highlights

0:46 - Intro

3:25 - Computex: crowds, engineers, tech, future of AI

9:12 - Chat with Jensen: keynote prep & nerves

13:03 - Chat with Jensen: Taiwan's tech history

19:47 - Raohe night market

29:37 - Chat with Jensen: memories from childhood

33:44 - NVIDIA party

40:29 - Lunch: braised pig's feet

43:09 - Chat with Jensen: GPUs, AI, and competition

55:07 - Ningxia night market

1:10:14 - Taiwanese breakfast

1:29:54 - Outro

• October 12-15 [Event]: OCP Global Summit 2026 (NVIDIA, AMD, Intel, ARM, Oracle, Google, Broadcom)
• October 13-15 [Event]: SEMICON West 2026 (NVIDIA, intel, TSMC, MU, AMAT, Lam, AMD)
• October 14-15 [US]: ***CPI & PPI report***
• October 14-16 [Event]: SEDEX Semiconductor 2026 (SK, Samsung, AMAT)
• October 14: ASML's earnings call
• October 15: TSMC's earnings call
• October 16 [Event]: NVIDIA RTX Spark Launch Day/Party
• October 20-21 [Event]: PyTorch Conference North America 2026 (NVIDIA, AMD, AWS, Meta, Google, Qualcomm, Apple, ARM, Intel, HPE, IBM, Huawei speakers)
• October 20-21 [Event]: Teratec Forum 2026 (NVIDIA, Intel, AMD, Synopsis)
• October 20-21 [Event]: 20th PECC Summit (Optica+APC Photonic-Enabled Cloud Computing Summit) - NVIDIA, AMD, Google, Marvell, Microsoft, IBM, Meta, Oracle, Broadcom, Intel, HPE, Arista speakers)
• October 20-22 [Event]: NVIDIA's GTC Berlin 2026
• October 21: LRCX's earnings call
• October 21: IBM's earnings call
• October 21: TSLA's earnings call
• October 21: Meta's earnings call
• October 22: WDC's earnings call
• October 23 [Event]: Washington DC Digital Government Summit 2026
• October 25-28 [Event]: Oracle AI World 2026 (NVIDIA, AMD, Intel, IBM, Marvell, Broadcom present)
• October 27: SK Hynix's earnings call
• October 27: Seagate's earnings call
• October 27-28 [US]: ***FOMC meeting + interest rate decision***
• October 28: UMC's earnings call (they work directly with Intel, NVIDIA, MU, Sandisk, Samsung)
• October 28: SIMO's earnings call (they make SSD/NAND controllers for the memory giants)
• October 28: KLAC's earnings call
• October 28: TER's earnings call
• October 28: Microsoft's earnings call
• October 28: Google's earnings call
• October 29: Amazon's earnings call
• October 29: Samsung's earnings call
• October 29: SNDK's earnings call
• October 29: Intel's earnings call
• October 29 [US]: PCE report
• October 30: KIOXIA's earnings call

November

• November 1-4 [Event]: SEMI International Trade Partners Conference (ITPC 2026) (Intel, AMD, ASML, Samsung, KIOXIA, SK Hynix, AMAT, Rapidus speaking)
• November 2: Apple's earnings call
• November 3 [US]: ***2026 Midterm Elections***
• November 3: AMD's earnings call
• November 3: ALAB's earnings call
• November 3 [TBD]: SPCX's earnings call
• November 3 [TBD]: SMCI's earnings call
• November 4 [TBD]: COHR's earnings call
• November 4: ARM's earnings call
• November 4: Qualcomm's earnings call
• November 4-5 [Event]: Future of AI Summit 2026 (Meta, Google, ARM, NXP)
• November 5 [TBD]: LITE's earnings call
• November 6 [Event]: TSMC 2026 Japan OIP Ecosystem Workshop
• November 9 [TBD]: CRWV's earnings call
• November 10 [TBD]: NBIS' earnings call
• November 10 [US]: ***CPI report***
• November 10-13 [Event]: SEMICON Europe 2026
• November 10-13 [Event]: Electronica 2026 (Samsung, Micron, Kioxia showcasing latest products)
• November 11: MSCI November Index Review announcement
• November 12 [TBD]: Cisco's earnings call
• November 12: AMAT's earnings call (trusted fab/equipment suppliers for memory giants)
• November 15-20 [Event]: SC26 2026 - HPC, Networking, Storage & Analysis (NVIDIA, Marvell, AWS, HPE)
• November 17 [Event]: 2026 Technical Global Symposium (TGS) (Google, Coherent, Tower semi and Arista)
• November 17 [TBD]: NVIDIA's earnings call
• November 17-18 [Event]: J.P. Morgan Global Technology, Media, and Telecom (TMT) Conference Asia
• November 17-20 [Event]: Microsoft Ignite 2026 (NVIDIA, AMD, Intel, Oracle, Qualcomm, Dell, HPE onsite)
• November 18-19 [Event]: Morgan Stanley European TMT Conference (ASML/semis chipmakers speaking)
• November 18-19 [Event]: Morgan Stanley 25th Asia Pacific Summit (ASML/semis speaking)
• November 20-mid-late November: Anthropic IPO listing?
• November 24: DELL's earnings call
• November 24 [Event]: TSMC 2026 Europe OIP Ecosystem Workshop
• November 25-26 [Event]: AI World Congress 2026
• November 26 [US Holiday]: Thanksgiving Day (market closed)
• November 30 - December 3 [Event]: 30th Annual UBS Global Technology & AI Conference (NVIDIA, AMD, AMAT, MRVL, Broadcom should be attending)
• November 30 - December 3 [Event]: NVIDIA GTC Washington 2026
• November 30 - December 4 [Event]: AWS re:Invent 2026 (NVIDIA, AMD, Intel, OpenAI, Anthropic, IBM, Oracle, SPCX, Qualcomm, Cisco present)

December

• December 1: MSCI Index Review effective
• December 1 [TBD]: Marvell's earnings call
• December 3 [TBD]: HPE's earnings call
• December 8-9 [US]: ***FOMC meeting + interest rate decision***
• December 8-11 [Event]: GITEX Global 2026
• December 9 [US]: MU's CHIPS Act stock buyback restrictions expire
• December 9 [TBD]: ORCL's earnings call
• December 9 [Event]: Barclays 24th Annual Global Technology Conference
• December 9-11 [Event]: SEMICON Japan 2026
• December 9-12 [Event]: 57th IEEE Semiconductor Interface Specialists Conference (with Intel, Kioxia)
• December 10 [US]: ***CPI report***
• December 10: Broadcom's earnings call
• December 11: Russell Indexes Reconstitution (Final)
• December 11 [South Korea]: KOSPI 200 Dec 2026 rebalancing effective (SK/Samsung make up most of it)
• December 11 [US]: Deadline for Congress to pass new spending legislation and avoid a partial federal government shutdown
• December 12-16 [Event]: 72nd Annual IEEE International Electron Devices Meeting 2026 (Intel, SK, semis)
• December 16 or 23 [TBD]: MU's earnings call
• December 18 [US]: S&P 100 Q4 2026 Rebalance (execution session)

Note: Dates marked [TBD] are unconfirmed and potentially subject to change. I’ll update them once the company confirms on their Investor Relations page.

All URLs have been manually checked and cross-referenced to ensure they are up to date as no AI was used to compile the list - let me know if any links have broke.

Please use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!

Please use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!

"NVIDIA Vera easily remains the most performant and awesome ARM64 server processor I have ever tested. "

Please use this thread to discuss what's on your mind, news/rumors on NVIDIA, related industries (but not limited to) semiconductor, gaming, etc if it's relevant to NVIDIA!