Dear Nvidia Stock Fans, Mark Your Calendars for September 17

Group 1 - Nvidia's CEO Jensen Huang will attend a significant state banquet in the UK, alongside influential figures from major companies, indicating potential upcoming corporate deals and investments [1][2] - Nvidia's market capitalization has surpassed $4 trillion, making it the most valuable public company globally, with expectations of new agreements on AI development and tech sharing between the U.S. and UK [2] - In fiscal Q2 of 2026, Nvidia reported record sales of $46.7 billion, demonstrating continued growth despite its large size [3] Group 2 - The transition to Nvidia's Blackwell platform is focused on execution, with production ramping up to 1,000 racks per week, and achieving a 10x improvement in energy efficiency compared to the previous generation [3] - Early customers have reported a tenfold increase in inference performance on reasoning models compared to previous chips, highlighting the effectiveness of Nvidia's technology [4] - The shift towards reasoning and agentic AI is expected to require significantly more computing power, opening new markets in enterprise AI, robotics, and industrial automation [5] Group 3 - Nvidia sees a $50 billion annual opportunity in China if restrictions are lifted, with potential Q3 revenue ranging from $2 billion to $5 billion, contingent on geopolitical developments [6] - The company is advocating for Blackwell approval in China, viewing it as crucial for maintaining American leadership in AI globally [6]