Ross Gerber Sees Jensen Huang’s Charisma As Part Of Nvidia’s Edge, Says ‘This Is Why I Own Nvidia’ After Dreamforce Exchange With Marc Benioff: 'Big is Unnecessary'

Shomik Sen Bhattacharjee

Sat, September 19, 2026 at 5:30 AM GMT+3 6 min read

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Investor Ross Gerber highlighted Nvidia Corp.'s CEO Jensen Huang's charisma at Salesforce Inc.'s Dreamforce 2026, saying a playful exchange with Salesforce CEO Marc Benioff showed part of what he sees in Nvidia's leadership.

Gerber Points To Huang's Stage Presence

"This is why I own Nvidia," Gerber wrote in an X post on Wednesday while sharing the clip. Salesforce listed Huang among its main Dreamforce keynote speakers. Gerber, CEO of Gerber Kawasaki, has remained bullish on Nvidia and in August said the stock could eventually reach $450 after the chipmaker's second-quarter results.

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Investor and writer Trung Phan described the Dreamforce moment as a potential "Benioff frame-mog," slang for being physically overshadowed by someone with a larger frame. Huang turned the height difference into a joke.

"Look, I'm very good friends with both of you guys…I always feel like I need to stand on a chair…I just wanna let you guys know that when I'm on an airplane, I'm a lot more comfortable than you guys. And so, through human evolution, they realized that big is unnecessary. There's about a million years of evolution between you and me," Huang said, addressing Benioff.

https://twitter.com/GerberKawasaki/status/2100400274074738784

Dreamforce Spotlights Nvidia's Growing AI Role

Nvidia's Dreamforce recap said Huang walked into the crowd with Benioff alongside him as they discussed AI's next phase. Salesforce also unveiled Koa, its first CRM reasoning model for Agentforce, built on Nvidia Nemotron 3 Super and running inside Salesforce infrastructure.

Gerber has repeatedly tied his Nvidia optimism to Huang and the company's execution. In May, he urged investors to "pay attention" to Nvidia and Micron Technology Inc. as Huang described AI infrastructure as the beginning of a decade-long buildout. After Nvidia's August earnings, Gerber called the company "undervalued."

Nvidia Growth Reinforces Gerber's Bullish View

Nvidia last month reported a fiscal second-quarter revenue of $96.2 billion, up 106% year over year. Data Center revenue rose 117% to $89 billion, while the company forecast third-quarter revenue of $108 billion, plus or minus 2%.

Huang also used Dreamforce to argue that AI spending remains strong. He said companies are rapidly building Nvidia-powered "AI factories" and described the infrastructure spending flywheel as "really, really flying."

Photo courtesy: Shutterstock

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