Nvidia founder and CEO Jensen Huang joins ‘Mornings with Maria’ to break down the company’s record-breaking first-quarter earnings, the demand driving the AI super cycle and business regarding China.
00:00 Nvidia’s record Q1 earnings and revenue beat
01:40 The shift from Generative AI to Agentic AI
03:00 Broadening AI demand beyond hyper scalers
04:15 How long is the AI super cycle runway?
05:45 Nvidia’s competitive advantage in AI factories
07:20 Transitioning to annual chip upgrade cycles
09:20 Profit margins and the China market outlook
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