NVIDIA CEO Jensen Huang just made incredible news for Amazon investors

It's a good week for shareholders Nvidia (NASDAQ: NVDA). The market has been concerned about the company’s artificial intelligence (AI) company, but management has expressed many concerns about its future opportunities and ability to thrive, despite pressure on its financial statements by regulatory issues.

CEO Jensen Huang gave many positive updates, not only did they have a good attitude towards NVIDIA, but also the long-term potential of generating AI – more specifically, AI superstars Amazon (NASDAQ: AMZN).

The market is uncertain what expectations will be for NVIDIA's latest revenue launch. Although the semiconductor giant is the major chip maker in the industry, there are some updates and some updates that hurt their investment papers.

When the Chinese AI platform DeepSeek was released earlier this year, the market was upset, which led to question whether Nvidia's high-priced chips were really a necessary condition for generating AI development. Moreover, some of the bargaining goods were disrupted by regulatory efforts to keep the best U.S. equipment away from China.

NVIDIA CEO Jensen Huang. Image source: NVIDIA.

But NVIDIA's performance continued, and it just released another round of earnings for the first quarter of fiscal 2026 (as of April 27). Revenue rose 69% year-on-year to $44.1 billion, up from analysts’ expectations of $43.3 billion, with adjusted earnings per share (EPS) of $0.96, higher than analysts’ $0.93 target. Including one-time fees related to delivery, earnings per share was $0.81 due to regulations on which chips it could be sent to China, but it was still as high as $0.60 last year.

But this is the long-term prospect that makes NVIDIA's investment paper strong. On the revenue call, Huang said: "We know AI is this incredible technology and it will be transforming from every industry to our software for healthcare and finance to retail, and I think every industry, transportation, manufacturing. We're all starting."

NVIDIA is now meeting the needs it has raised. Its state-of-the-art chip Blackwell sells fast, and their demand for large cloud computing customers, such as Amazon and Amazon and Microsofttwo largest global cloud providers.

Colette Kress, chief financial officer of NVIDIA, said that Microsoft alone has used thousands of Blackwell GPUs on revenue calls, while Blackwell accounts for 70% of data center sales in the first quarter.

The company is already on next-generation GPUs, with each iteration being more powerful to handle the breakthrough speed of AI development. Blackwell Ultra has already rolled this quarter, and NVIDIA is working on more powerful chips that can handle the inference part of generating AI, with the most demand at the moment.

Huang's perspectives with Amazon CEO Andy Jassy's recent discussion on "The Future of Generating AI::

I spent a lot of time thinking for a few years. Although for some people it may be difficult to understand a world where there are generated AI in every application in the world - inference is a core building block such as computing, storage, and databases, and most companies with their own agents that can accomplish various tasks and interact with each other - that's the world we've been thinking about. We continue to believe that the world will be built primarily in the cloud, with the largest part on AWS.

Amazon Web Services (AWS) is the world's largest cloud service provider, accounting for 30% of the market, according to Statista. It has been in new deals with high-profile clients, including Adobe,,,,, Uber Technologyand Cisco Systems In the first quarter.

This year, it has invested more than $100 billion in its AI business to cope with demand. Since most of the generated AI application development takes place on the cloud, Amazon will benefit from this shift as long as it is ready.

Jassy often describes its appearance: There is a three-tier system where developers build their own large language models (LLMs) at the bottom for the most powerful generative AI platform, the middle layer, customers use Amazon's LLMS, while small businesses can use off-the-shelf solutions for less intensive needs.

Amazon actually has thousands of features to suit all needs and budgets. "Before this generation of AI, we thought AWS had a chance to end up running the interest rate business with a million dollars in revenue," Jassy said. "We now think it might be bigger."

Amazon is developing its own cheap chips for small customers looking for budget-friendly options, but it is also one of NVIDIA's largest customers and it will maintain that relationship as it requires top-notch products that chipmakers provide for their big customers.

Huang and Jassie envision a future look on the same page. NVIDIA's outstanding results and investments in the product line are good news for Jassy and Amazon as they benefit from the transformation.

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John Mackey, former CEO of Amazon's subsidiary Whole Foods Market, is a member of the board of directors of Motley Fool. Jennifer Saibil has no position in any of the stocks mentioned. Motley Fool has locations and recommendations in Adobe, Amazon, Cisco Systems, Microsoft, Nvidia, and Uber Technologies. Motley Fool recommends the following options: $395 phone on Microsoft on January 1, 2026 and Microsoft $405 phone on January 2026. Motley Fool has a disclosure policy.

NVIDIA CEO Jensen Huang just made incredible news for Amazon investors, originally published by Motley Fool