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$Microsoft (MSFT.US)$ + $NVIDIA (NVDA.US)$ RTX Spark — the first Arm-based Nvidia CPU for consumer PCs. AI agents running locally, 24/7. This changes the entire PC food chain.
✅ Who may win:
• $Arm Holdings (ARM.US)$ — N1X is Arm-based. Every chip shipped = licensing + royalty revenue. Q1 2026 royalties already +25% YoY.
• $Taiwan Semiconductor (TSM.US)$ — sole foundry for advanced 3nm nodes. No TSMC, no RTX Spark....
✅ Who may win:
• $Arm Holdings (ARM.US)$ — N1X is Arm-based. Every chip shipped = licensing + royalty revenue. Q1 2026 royalties already +25% YoY.
• $Taiwan Semiconductor (TSM.US)$ — sole foundry for advanced 3nm nodes. No TSMC, no RTX Spark....
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$NVIDIA (NVDA.US)$ × $Marvell Technology (MRVL.US)$: Connectivity is the Next AI Wave.
Nvidia just invested $2B into Marvell and called them "the next trillion-dollar company." The AI bottleneck is shifting — from compute to connectivity.
🔗 The deal:
Marvell provides custom XPUs + NVLink Fusion networking, integrated into NVIDIA's AI stack. Together they're building optical interconnect + silicon photonics for 100,000+ GPU clusters.
✅ Winners:...
Nvidia just invested $2B into Marvell and called them "the next trillion-dollar company." The AI bottleneck is shifting — from compute to connectivity.
🔗 The deal:
Marvell provides custom XPUs + NVLink Fusion networking, integrated into NVIDIA's AI stack. Together they're building optical interconnect + silicon photonics for 100,000+ GPU clusters.
✅ Winners:...
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PlsHelpUpMyStockHere : 40yrs later, no one knows what will happen. I probably dead also. NVIDIA might not be exist too. New generation company might rise and overtake or buy over NVIDIA into its own name.
錦鯉寶寶 : I won't even be alive 40 years from now
151382869 : bubble
PlsHelpUpMyStockHere : NVIDIA Jensen Huang is saying something is not realistic. 40yrs later. I can say any of the ABC company can overtake Microsoft and NVIDIA as well. No need 40yrs. Less than 4yrs will do to overtake them.
逢高卖出 : He was referring to four years
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