NVIDIA announced its latest earnings, reporting strong performance with revenue doubling year on year. Meanwhile, the memory shortage remains severe, and AI companies are accelerating efforts to develop semiconductors in-house.
NVIDIA released its latest earnings, which were announced on the morning of the 27th Japan time. Results were exceptionally strong, with revenue doubling year on year, and reports indicated that CEO Jensen Huang (ジェンスン・フアン) was growing more confident.
Reports pointed out that the memory shortage surrounding the AI industry and NVIDIA is becoming increasingly severe. They also cited analysis that AI companies are accelerating efforts to develop semiconductor chips in-house as a result.
The program featured a discussion with experts from the semiconductor industry about what will happen after the NVIDIA bubble and the changes in the market signaled by the AI boom. Technology experts and members of the press attended the recording.
The episode information states that the recording took place on 27 August 2026, and that the program covered the latest developments surrounding NVIDIA and the semiconductor industry.