Jensen-Praised Stocks

"Without TSMC, there is no Nvidia." Jensen's most-repeated public praise - TSMC fabs every Nvidia GPU; he lauds Morris Chang constantly.

Jensen names ASML EUV lithography as the foundation enabling each leading-edge node his GPUs depend on.

Grace CPU is built on Arm Neoverse; Jensen praised the Arm partnership as core to the Grace-Blackwell superchip.

Synopsys - Jensen praises the EDA partner from the GTC stage; chip design co-developed on accelerated computing.

Cadence - same EDA praise; Jensen highlights Cadence running on Nvidia accelerated computing for chip + system design.

Jensen shares the stage with Michael Dell on "AI factory" reference designs; Dell is a flagship Blackwell systems partner.

HPE - named AI-factory + supercomputing partner Jensen praises for enterprise Nvidia deployments.

Super Micro - Jensen calls it an "incredible partner" for liquid-cooled GB200 rack-scale systems.

Vertiv - power + liquid-cooling reference-design partner Jensen credits for making 800V / GB200 racks deployable.

ServiceNow - Jensen on stage with Bill McDermott on agentic AI; co-developed enterprise AI on Nvidia inference.

Accenture - Jensen named it the launch SI partner for enterprise agentic-AI rollouts on the Nvidia stack.

Eli Lilly - Jensen praises the digital-biology / drug-discovery partnership as a flagship Nvidia BioNeMo deployment.

CoreWeave - Jensen repeatedly praises the GPU-cloud as a key Blackwell launch partner; Nvidia holds a stake.

Nebius - Nvidia-invested neocloud Jensen names among the AI-infrastructure partners scaling Blackwell capacity.

Recursion - Nvidia-invested AI drug-discovery company Jensen has praised from the stage as a BioNeMo flagship.