By Kevin Cook
Publication Date: 2025-11-24 10:20:00
Jensen Huang, founder and CEO of NVIDIA (NVDA), is a leader of global industrial policy in a way the world has never seen before.
Not because he has favor in the White House, which he often pushes back against, but because of two overarching themes of his leadership of the #1 AI hardware + software infrastructure company…
1. His vision about where accelerated computing can take the global economy and individual countries in terms of progress, productivity, and the potential elimination of poverty and disease — not least of which includes his command of some of the most talented and passionate engineers on the planet.
2. His willingness to get on a jet several times a month to visit his partners and customers across the globe, from Beijing, Korea, and Taiwan to Saudi Arabia, London and Washington, DC — all in an effort to manage relationships and explain the AI transformation that must happen, with or without NVIDIA GPUs.
The Quarter That Didn’t Impress
Before NVIDIA’s Q3 report last week I pointed out that sales forecasts by analysts for next year were still way too low at $275 billion and I told my followers and journalists that six months from now that number would be over $325 billion.
While the beat-and-raise quarter met selling and uncertainty, the analysts had to crunch the numbers in their spreadsheet models… and what did they do?
Yep, they raised next fiscal year from $275B to a consensus of $293B with the high estimate moving up to $327B.
See my preview here…
