It’s funny because Nvidia is facing gigantic capital returns to its shareholders, but the stock is not moving. And I suspect it has something to do with the fact that nothing Jensen Huang says about AI is reassuring these days. The way he describes the It world is basically as slaves to OpenAI and Anthropic, which is depressing. He’s got to find a new narrative. Nvidia could have half-trillion in buybacks and dividends the next few years Nvidia CEO Jensen Huang used his meeting with analysts on Tuesday to emphasize a trillion dollars in orders. Equally astounding is the potential for half a trillion dollars in buybacks and dividends over the next three years that his CFO, Colette Kress, implied. Once again, though, Huang’s remarks about the AI bubble were a bit tone-deaf. thetechnologyletter.com $NVDA

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