@TheJudgeCNBC @HalftimeReport Thx for creating the time for a real conversation - like an hour long live podcast on all things AI, $NVDA, $CBRS, software, economy, etc. Lets do it again for the @SpaceX IPO! 👊🧐 https://t.co/9Jlx0Jf377
“Blackwell sales are off the charts, and cloud GPUs are sold out - compute demand keeps accelerating and compounding across training and inference — each growing exponentially. AI is going everywhere, doing everything, all at once.” $NVDA https://t.co/XavOA6RUA3
In DC hosting kick off for all things $NVDA, AI, chips, power & the American compute build-out. Livestream (https://t.co/Wu2Hx25sJt) tomorrow at 8.30 am ET. 🇺🇸🇺🇸🚀 @DavidSacks
@ScottWu46 @martin_casado @saranormous @AravSrinivas @ChaseLochmiller @adcock_brett https://t.co/7flmEmCQc6
Markets, China, AI Bubble Talk, VC, re-industrialization, OpenAI, $NVDA, @RobinHoodNYC, @InvestAmerica24 & more. Always grt to chop it up w @andrewrsorkin @BeckyQuick & @JoeSquawk . 7.30 AM ET. 🚀🚀
@PatrickMoorhead @gdb Revenue will have to scale - or these “announcements” will never turn into full acale “deployments.” And that is fine - stocks are not giving credit today. $NVDA consensus cagr < 10% for ‘27-29. Healthy skepticism. Time will tell. 🧐
A couple hour $NVDA banger dropping today or tomorrow. From the OpenAI deal (yes including bubbles & round tripping) to ASICS TPUs & competitive moats, to export controls & competing w China, to H1Bs the America Dream & Invest America and yes Elon too. 🇺🇸🫡 @BG2Pod https://t.co/wGzYJzOSEi
Protecting Huawei from competition in their home market doesn’t make sense & isn’t working. It just makes it harder for the American AI stack to win the world. As with the Internet, allowing $NVDA to compete in China increases the odds American AI wins around the world. 🇺🇸🚀 https://t.co/lNHJ9IRzFX
