The $5 trillion milestone for Nvidia is absolutly mind-blowing when you think about it - they went from $4T to $5T in just three months. What really catches my attention is the geopolitical angle with Trump discussing chips with Xi. The US-China dynamic around AI compute is going to be one of the defining stories of this decade, and Nvidia sits right at the epicenter of it. The $500B in expected AI chip sales is also staggering - that's bigger than most countries' GDP. I do wonder if we're approaching some kind of saturation point though, or if the demand for compute is genuinely limitless as long as the AI progress continues. Either way, seven new supercomputers requiring thousnads of chips shows they're betting big on sustained demand. The momentum is undeniable, but at these valuations there's probaly not much room for disappointment.
The $5 trillion milestone for Nvidia is absolutly mind-blowing when you think about it - they went from $4T to $5T in just three months. What really catches my attention is the geopolitical angle with Trump discussing chips with Xi. The US-China dynamic around AI compute is going to be one of the defining stories of this decade, and Nvidia sits right at the epicenter of it. The $500B in expected AI chip sales is also staggering - that's bigger than most countries' GDP. I do wonder if we're approaching some kind of saturation point though, or if the demand for compute is genuinely limitless as long as the AI progress continues. Either way, seven new supercomputers requiring thousnads of chips shows they're betting big on sustained demand. The momentum is undeniable, but at these valuations there's probaly not much room for disappointment.