Nvidia CEO Jensen Huang is more bullish about Nvidia's sales than ever, despite a market panic last month induced by China's DeepSeek.

Nvidia CEO Jensen Huang is getting more optimistic about the prospects for the company’s top-end Blackwell AI server system, the GB200 NVL72. “I’m more enthusiastic today than I was at CES,” Huang said when an analyst asked about the NVL72 on the earnings conference call.

It was at the tail-end of NVIDIA’s Q4 2025 earnings call that CEO Jensen Huang spoke about the company’s popular Blackwell chip. “The demand for Blackwell is extraordinary,” Huang said. He went on to say “new software technologies let Blackwell process reasoning AI models 25x faster than Hopper.”

Nvidia CEO Jensen Huang said the AI computing giant is just getting started after more than doubling revenue to $130.6 billion last year and making $11 billion from Blackwell GPUs in the fourth quarter alone.

Jensen Huang, Nvidia CEO, joins CNBC's Jon Fortt for a special report following Nvidia's quarterly report. Lester Holt, the anchor and managing editor of “NBC Nightly News” for a decade, announced that he is stepping down from the long-running broadcast at the beginning of the summer.