Jensen Huang's AI Buy List: 15 Stocks Directly Mentioned at Nvidia GTC Taiwan 🚀

CEO $NVIDIA(NVDA)$ Jensen Huang says the market got it wrong on software stocks.

This is CHEATSHEET for what Jensen wants you to buy right now:

1. $ServiceNow(NOW)$

— ServiceNow

"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."

→ Named enterprise AI toolkit partner

2. $Micron Technology(MU)$

— Micron

"HBM4 memory from Micron, SK Hynix and Samsung."

→ Only US-listed HBM4 supplier for Vera Rubin

3. $Taiwan Semiconductor Manufacturing(TSM)$

— TSMC

"It starts with TSMC. The seven new chips that make up Vera Rubin take shape through hundreds of processing steps. 3 nanometer process."

→ Sole manufacturer of all Vera Rubin chips

4. $Dell Technologies Inc.(DELL)$

— Dell

"Congratulations to Dell and Coreweave as well for standing up their Vera Rubin MVL72 engineering rack."

→ Confirmed Vera Rubin deployment

5. $CoreWeave, Inc.(CRWV)$

— Coreweave

"Coreweave is worth 50, 60, 70 billion dollars and growing incredibly fast."

→ Flagship AI cloud partner, explicit valuation callout

6. $Microsoft(MSFT)$

— Microsoft

"Congratulations to Microsoft for their operational Vera Rubin MVL72 engineering rack."

"Microsoft and Nvidia over the last three years reinventing the PC."

→ Deepest co-development partner across cloud + PC

7. $Cadence Design(CDNS)$

— Cadence

"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."

→ Only company given a full dedicated demo segment

8. $CrowdStrike Holdings, Inc.(CRWD)$

— CrowdStrike

"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."

→ Named enterprise AI toolkit partner

9. $Palantir Technologies Inc.(PLTR)$

— Palantir

"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."

→ Named enterprise AI toolkit partner

10. $SAP SE(SAP)$

— SAP

"We're working with Cadence and Crowdstrike and Palantir, SAP and ServiceNow."

→ Named enterprise AI toolkit partner

11. $Adobe(ADBE)$

— Adobe

"Adobe have re-engineered the core of Photoshop and Premiere and they're going to release it for RTX Spark. It is twice as fast."

→ Full product re-architecture for Nvidia's new PC platform

12. $Shopify(SHOP)$

— Shopify

"Cursor, the software coding company, World Labs, Revolute, the leading financial services AI company, and Shopify."

→ Named as Coreweave AI cloud customer

13. $Alphabet(GOOG)$

— Google

"This is Nscale, and their customers are British Telecom, Google. Google is using one of our AI clouds."

→ Google confirmed paying customer of Nvidia-powered AI cloud

14. $Intercontinental Exchange(ICE)$

— NYSE

"Lynn Martin, the president of New York Stock Exchange, has been so gracious to partner with us. Vera CPU, six times faster."

→ Vera CPU deployed live for NYSE real-time stream processing

15. $IBM(IBM)$

/ $RHT — Red Hat

"Red Hat, Canonical, Microsoft, it's going to be adopted everywhere."

→ Adopting Nvidia Open Shell enterprise runtime

I watched NVDA GTC in Taipei. I know exactly what to buy FIRST.

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