In an interview with CNBC last month, Nvidia CEO Jensen Huang made a series of very positive comments about the company's new Blackwell GPU architecture. He said five words, in particular, that should have every Nvidia stock investor excited ahead of Nov. 20.

When I started working on a book about Nvidia in early May 2023, the artificial-intelligence boom was still in its infancy. Based on my years covering the chip sector, and tech more broadly, I was confident the party was just getting started,

At Nvidia’s AI Summit in Tokyo this week, Jensen Huang, chief executive of Nvidia, and Masayoshi Son, the head of SoftBank, expressed regrets that the former did not privatize Nvidia a decade ago when the latter offered him money to do so.