NVIDIA 2026 Shareholders Meeting
Live time: Jun 24, 2026 16:00
Summary
00:47
Opening Remarks by Toshiya Hari
Toshiya Hari, VP of IR and Strategic Finance, opens the NVIDIA 2026 Annual Shareholders Meeting, introducing the virtual format and management team including Jensen Huang (CEO), Colette Kress (CFO), and Timothy Teeter (General Counsel), along with external board members and auditors.
02:04
Procedural Announcements by Timothy Teeter
Timothy Teeter, General Counsel, initiates the formal session, announcing the online voting platform, behavioral guidelines, and forward-looking statements, while underscoring potential risks and uncertainties mentioned in SEC filings.
05:22
Agenda Overview and Proposals Introduction
Timothy outlines seven meeting agenda items, including three management proposals on board election, executive compensation, and auditor appointment, along with four shareholder proposals such as voting standards and environmental disclosures.
20:57
Business Update by Jensen Huang
CEO Jensen Huang discusses AI transformation, NVIDIA's infrastructure development, and financial performance, highlighting $216B in revenue, $130B operating income, EPS of $4.9, and $41B in shareholder returns, driven by record data center and international revenues.
35:21
Q&A — Sustainability of AI Infrastructure
CEO Jensen Huang explains AI infrastructure as the next transformative phase in computing, emphasizing long-term development akin to electrification and transportation systems, with AI factories scaling globally.
38:13
Q&A — NVIDIA's Position in AI Inference
Jensen highlights Blackwell GPU's dominance in AI inference, citing benchmarks showing superior cost and performance metrics, alongside a robust ecosystem supporting industry-wide AI deployment.
40:34
Q&A — Frontier System Contributions
NVIDIA reinforces its commitment to U.S. national security and industrial revitalization, emphasizing collaborations with AI and semiconductor partners, while supporting government initiatives through sustainable energy and resilient supply chains.
46:38
Q&A — Capital Returns Updates
Management announces plans for 50% or more of free cash flow to be returned to shareholders annually via increased dividends and stock repurchases, including an $80B buyback authorization.
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