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To address the power-shortage bottleneck emerging alongside AI’s rapid expansion, NVIDIA will host a closed-door summit next week, according to The information. The meeting will bring together startups in power and electrical engineering to discuss solutions. The signal to markets is blunt: energy is now a critical leg of the AI race, and NVIDIA is moving to secure its future growth by building an ecosystem around...
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$NVIDIA (NVDA.US)$ A lot of “AI bubble” arguments are based on retro-analysis, which is deeply flawed. They predict the future by forcing today’s market into past templates (dot-com, stagflation, GFC) while ignoring how currenr conditions have changed. Every major downturn had different triggers and mechanics — there is no universal bubble nor recession playbook.
The dot-com lesson is often misread.
The bubble wasn’t caused by technology being useless; it was ca...
The dot-com lesson is often misread.
The bubble wasn’t caused by technology being useless; it was ca...
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$NVIDIA (NVDA.US)$
let the time do the work.
let the time do the work.
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NVDIA?
🚀🔥 Why Nvidia Can Still Dominate for 3 More Years — Even If Jensen Has to Pay TSMC More and Sacrifice Margins
Your thesis captures one of the most overlooked dynamics in the entire AI supply chain: Jensen Huang can effectively “buy monopoly time” by outbidding everyone for TSMC’s CoWoS capacity.
And if Nvidia controls CoWoS, it controls the actual bottleneck of the AI industry—advanced packaging, not raw silicon.
Here’s the deeper strategic breakdown.
1️⃣ Jensen can squeeze out TPU and custom ...
Your thesis captures one of the most overlooked dynamics in the entire AI supply chain: Jensen Huang can effectively “buy monopoly time” by outbidding everyone for TSMC’s CoWoS capacity.
And if Nvidia controls CoWoS, it controls the actual bottleneck of the AI industry—advanced packaging, not raw silicon.
Here’s the deeper strategic breakdown.
1️⃣ Jensen can squeeze out TPU and custom ...
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$NVIDIA (NVDA.US)$ NVIDIA's stock is considered part of an AI bubble due to its massive investments in OpenAI and other AI firms, which are often structured as vendor financing—NVIDIA provides funding so OpenAI can buy NVIDIA chips, creating a circular financial arrangement. This setup inflates revenues and valuations, but OpenAI and similar AI companies are not yet generating enough revenue to cover their enormous spending on data centers and chips. For example, OpenAI's projected 2025 revenue i...
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Despite $NVIDIA (NVDA.US)$ lofty valuations, regulatory risks, economic uncertainty, and edge computing shifts pose challenges to long-term AI infrastructure dominance, it remain a Top 2026 Chip pick?
So whether Nvidia (NVDA) can continue to hold the "top AI stock”position in 2026 — and whether its current valuation reflects fundamentals or speculative exuberance.
I am holding my NVDA position for long term into 2026, and will be pla...
So whether Nvidia (NVDA) can continue to hold the "top AI stock”position in 2026 — and whether its current valuation reflects fundamentals or speculative exuberance.
I am holding my NVDA position for long term into 2026, and will be pla...
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⚡🚀 Palantir x NVIDIA Just Declared War for the Most Valuable Layer in AI — the Power Coordination Layer
$PLTR and $NVDA have jointly launched Chain Reaction, an AI infrastructure platform designed to connect utilities, data centers, and developers into a single predictive system for real-time power demand.
This isn’t “just another AI tool.”
This is a direct attempt to control the layer nobody has solved — and the layer AI cannot scale without:
The Power Coordination Layer.
Here’s why this ma...
$PLTR and $NVDA have jointly launched Chain Reaction, an AI infrastructure platform designed to connect utilities, data centers, and developers into a single predictive system for real-time power demand.
This isn’t “just another AI tool.”
This is a direct attempt to control the layer nobody has solved — and the layer AI cannot scale without:
The Power Coordination Layer.
Here’s why this ma...
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北美牛马 : What day is it next week?
帅哥请暴富 北美牛马 : There is no specific time; it is a closed-door meeting. Electricity is an essential requirement for AI technology development, and data centers everywhere are experiencing power shortages.