NVIDIA Stock on 10-Day Winning Streak, Up 18% — $1T+ in GPU Orders Through 2027
CNBC·medium signal
NVIDIA shares rose 18% over a 10-day winning streak, the longest since 2023. At GTC 2026, Jensen Huang disclosed NVIDIA has $1T+ in GPU orders through 2027 across Blackwell and next-gen Vera Rubin architectures. The stock surge comes as Huang admitted on the Dwarkesh Podcast that NVIDIA was late to invest in AI labs when $5-10B funding rounds became necessary — a rare moment of strategic self-criticism from a CEO whose company is at the center of the AI infrastructure boom.