The poster child of Wall Street's artificial intelligence craze reported better-than-expected results amid rising investor uncertainty about the the economics of AI.

Nvidia lost a record $600 billion in market cap over a single day last month after DeepSeek debuted its R1 model.

NVIDIA CEO Jensen Huang confirms Blackwell Ultra and Vera Rubin AI GPUs are on the way, Rubin R100 will launch with next-gen HBM4 memory in 2025.

Quickly countering the ultra-conservative timeline claims of NVIDIA's CEO Jensen Huang, Microsoft Corporation (NASDAQ: MSFT) just made a big statement with its new chip called Majorana 1, stating powerful quantum computers will be available in years not decades.

NVDA stock rose after hours as Nvidia's earnings results beat estimates. Blackwell chips brought in $11 billion for Nvidia, who said demand is strong.

NVIDIA CEO Jensen Huang speaks during a press Q&A during NVIDIA GTC in San Jose, California on March 19. Image: Megan Crouse/TechRepublic eWEEK content and product recommendations are editorially independent.

Nvidia CEO Jensen Huang said next-generation AI will need 100 times more compute than older models as a result of new reasoning approaches that think “about how best to answer” questions step by step.

CEO Jensen Huang is already looking beyond the hype. A.I.’s next phase will be “physical A.I.,” he said during Nvidia’s fourth-quarter earnings call yesterday (Feb. 26). Physical A.I. is a form of A.I.

So, you probably won't be surprised when I say Nvidia is a fantastic stock to own. But when exactly should you get in on this player? You could make the move right away, or you could wait until March 18, a day that may represent a big catalyst for the stock.