Ross Gerber maintains a bullish outlook on Nvidia as CEO Jensen Huang showcases AI infrastructure momentum and new CRM reasoning models at Salesforce's Dreamforce 2026.
Gerber reaffirms bullish stance on Nvidia after Dreamforce, citing strong Q2 revenue up 106% and data center revenue up 117%.
Gerber previously urged investors to pay attention to Micron alongside Nvidia as AI infrastructure buildout begins.
Salesforce's Dreamforce event features Nvidia CEO and unveils Koa CRM reasoning model built on Nvidia Nemotron, highlighting AI collaboration.
Investor Ross Gerber has doubled down on his bullish stance for Nvidia, citing CEO Jensen Huang's leadership and the company's massive 106% year-over-year revenue growth. During Salesforce's Dreamforce 2026 event, Huang highlighted the rapid expansion of AI infrastructure, reinforcing the long-term growth thesis for Nvidia and its partners.
Gerber cites Nvidia's strong financial execution, including triple-digit revenue growth, and his confidence in CEO Jensen Huang's leadership during the ongoing AI infrastructure buildout.
The event highlighted the collaboration between the two companies, specifically the launch of Salesforce's Koa CRM reasoning model, which utilizes Nvidia's Nemotron technology.