Marvell Stock Surges Past $300 After Jensen Huang's 'Trillion-Dollar' Endorsement

Nvidia Unveils Vera CPU Designed for AI Agents

Nvidia Unveils Vera CPU Designed for AI Agents, Not Humans

Bitcoin

The buildout of sovereign AI clouds aligns with geopolitical trends toward digital self-sufficiency, potentially reducing reliance on centralized cloud providers. For crypto, this reinforces the narrative that compute is becoming a strategic asset, which could drive demand for tokenized compute networks or blockchain-based AI marketplaces. However, the immediate effect is a tightening of the GPU supply curve, which may increase costs for crypto miners who rely on the same hardware.

NVIDIA announced the global expansion of its AI Cloud ecosystem with new partners and regional capacity to meet growing AI compute demand.

NVIDIA AI Cloud Hits Six Continents, Turning Former Crypto Miners Into AI Compute Plays

NVIDIA's AI Cloud expansion reveals an overlooked correlation: Bitcoin mining stocks are morphing into AI compute plays, decoupling from BTC price to track Jensen Huang's growth.

NVIDIA Ties Up with LG and Doosan to Drive AI into Factories and Robotics

Nvidia’s Vera CPUs to Use SK Hynix Memory, Huang Confirms

The statement validates that the AI capex cycle remains intact despite tariff-driven selloffs, which directly supports GPU demand and indirectly fuels speculation in AI-focused cryptos (FET, RNDR, AGIX). It also signals that institutional capital rotation from defensive to growth assets may accelerate if macro fears ease.

Nvidia CEO Jensen Huang stated the global tech stock selloff is a buying opportunity, emphasizing that AI buildout has just begun.

Nvidia CEO Calls Tech Selloff a 'Buying Opportunity,' Says AI Buildout 'Has Just Begun'

Jensen Huang’s AI boom could crash GPU mining for crypto – a hidden headwind for proof-of-work altcoins

Nvidia's Jensen Huang Declares End of Traditional PC Interaction Era at GTC Taipei

Nvidia’s Jensen Huang courts South Korean tech giants over Taipei dinner

Nvidia's Jensen Huang Unveils Nemotron 3 Ultra at Computex, Pulling Crypto Investor Eyes Back to AI

Nvidia CEO Dismisses AI Job Loss Fears, Predicts More Employment Opportunities

Nvidia Partners with Microsoft to Reinvent the PC Over Three Years

Nvidia CEO Jensen Huang Says AI Tokens Are Profitable, Unlike Crypto Tokens

Nvidia CEO Jensen Huang Joins Tsinghua University Advisory Board

Nvidia CEO Jensen Huang to Visit South Korea Next Week

Unverified Report: Nvidia CEO Jensen Huang Joined Board of Beijing University

Report: Nvidia CEO Jensen Huang Joins Tsinghua Advisory Board; Claim Unverified

NVDA

This statement comes amid extreme fear in crypto markets (Fear & Greed at 25) and a bearish macro environment. Any easing of geopolitical tensions could provide a catalyst for a relief rally, especially for AI-related tokens and tech-correlated assets. However, the timeline is uncertain, and the immediate impact is muted as the market awaits concrete policy changes.

Nvidia Corporation

Nvidia CEO Jensen Huang stated he expects Chinese authorities to eventually allow imports of US AI chips.

Nvidia CEO Expects China to Eventually Allow US AI Chip Imports

China AI chip import easing could flood GPU supply, crushing revenue for decentralized compute networks

While mainstream media will focus on Dell-NVIDIA partnerships, the parabolic demand narrative and 3,400% token consumption growth projection create a powerful catalyst for AI tokens like Render, Akash, and Bittensor. This contrasts sharply with the current crypto market's extreme fear (Fear & Greed 25), suggesting a potential divergence where AI narrative strength could decouple from macro-driven weakness.

Dell Technologies and NVIDIA announced new AI infrastructure products and partnerships at Dell Technologies World, with executives stating AI demand is growing parabolically.

Dell, NVIDIA Announce New AI Hardware as Jensen Huang Says Demand Is 'Parabolic'

The $3-4 trillion AI infrastructure boom is a capital rotation away from crypto, not a catalyst for it.

Nvidia CEO Huang Says China Remains Long-Term Opportunity Despite Tech Tensions

Nvidia's Huang Sees China as Long-Term Bet Despite US Tech Frictions

Jensen Huang Vows Nvidia Will Hit $1 Trillion in Sales, Reshaping AI and Crypto Chip Markets

Jensen Huang Arrives in Taiwan for GTC Taipei Keynote, Highlighting Supply Chain Stakes

NEAR Token Jumps 29% as AI-Focused Crypto Rally Breaks Multi-Year Trendline

NVIDIA Sweeps COMPUTEX 2026 Awards for AI, Robotics, Autonomous Vehicles

Nvidia Stock Hits All-Time High Above $236 on Record Revenue and $80B Buyback

Nvidia CEO Jensen Huang Targets CPU Dominance with Vera Chip

Nvidia CEO Says Company Is Conceding China AI Chip Market to Huawei

Nvidia CEO Sees AI Becoming Multitrillion-Dollar Industry With 'Clear' ROI

Nvidia CEO Jensen Huang: Agentic AI Delivers Real Value, Scaling Fast