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Nvidia $NVDA is at roughly a $160B run rate for the data center. In an interview with Caroline Hyde from Bloomberg Technology, I discuss the path to a $300B run rate plus the constraints that Nvidia and the broader AI market face as we approach future generations of GPUs.

Nvidia $NVDA is at roughly a $160B run rate for the data center. In an interview with Caroline Hyde from Bloomberg Technology, I discuss the path to a $300B run rate plus the constraints that Nvidia and the broader AI market face as we approach future generations of GPUs.

905,406 просмотров • 9 месяцев назад

We’ve now seen what Nvidia’s bottleneck is – power. Below, I discuss why this is the case and what it means for $NVDA and AI investors. Wealthion Maggie Lake

We’ve now seen what Nvidia’s bottleneck is – power. Below, I discuss why this is the case and what it means for $NVDA and AI investors. Wealthion Maggie Lake

181,566 просмотров • 7 месяцев назад

There will be a moment when companies are able to monetize AI to where capex costs are absorbed. In terms of the ability to monetize AI, this is being proven as we speak with OpenAI exhibiting the fastest run rate from $0 to $20 billion in all of tech’s history. I joined Bloomberg Technology to discuss how the incoming AI monetization wave can help absorb elevated capex costs, and how the AI accelerator market will widen beyond Nvidia $NVDA and benefit other firms such as Broadcom $AVGO.

There will be a moment when companies are able to monetize AI to where capex costs are absorbed. In terms of the ability to monetize AI, this is being proven as we speak with OpenAI exhibiting the fastest run rate from $0 to $20 billion in all of tech’s history. I joined Bloomberg Technology to discuss how the incoming AI monetization wave can help absorb elevated capex costs, and how the AI accelerator market will widen beyond Nvidia $NVDA and benefit other firms such as Broadcom $AVGO.

130,779 просмотров • 6 месяцев назад

I recently joined Charles V Payne to share my thoughts on AI’s disruptive threat to software, and how only a select few names out of hundreds, such as Palantir $PLTR and Meta $META, are early signals of where durable AI growth is forming.

I recently joined Charles V Payne to share my thoughts on AI’s disruptive threat to software, and how only a select few names out of hundreds, such as Palantir $PLTR and Meta $META, are early signals of where durable AI growth is forming.

73,430 просмотров • 3 месяцев назад

Charles Payne Charles V Payne and I have been talking about Nvidia $NVDA for years. Earlier today, we discussed one of the most important statements Jensen Huang has ever made - one that reframes how investors should think about Nvidia’s next phase of growth. Watch below ⬇️

Charles Payne Charles V Payne and I have been talking about Nvidia $NVDA for years. Earlier today, we discussed one of the most important statements Jensen Huang has ever made - one that reframes how investors should think about Nvidia’s next phase of growth. Watch below ⬇️

65,951 просмотров • 3 месяцев назад

Last week, I joined Bloomberg Tech in-studio in New York to talk about the critical shortages we are seeing from the AI data center buildout, and how to navigate AI stocks in this complex market. Ed Ludlow Caroline Hyde $NVDA $AMD

Last week, I joined Bloomberg Tech in-studio in New York to talk about the critical shortages we are seeing from the AI data center buildout, and how to navigate AI stocks in this complex market. Ed Ludlow Caroline Hyde $NVDA $AMD

78,803 просмотров • 4 месяцев назад

Earlier this month, I joined Charles V Payne in studio to discuss my top AI stock pick for 2026 -- a company solving one of the most mission-critical constraints in AI data centers: power.

Earlier this month, I joined Charles V Payne in studio to discuss my top AI stock pick for 2026 -- a company solving one of the most mission-critical constraints in AI data centers: power.

61,230 просмотров • 4 месяцев назад

I spoke with Charles V Payne following Nvidia’s earnings, discussing why I believe Nvidia $NVDA could have 50% to 75% upside in its valuation for this one simple reason.

I spoke with Charles V Payne following Nvidia’s earnings, discussing why I believe Nvidia $NVDA could have 50% to 75% upside in its valuation for this one simple reason.

113,027 просмотров • 1 год назад

Those calling this an “AI bubble” assume monetization efforts will not offset the capital being invested. What if the opposite happens after the initial monetization gap - revenue accelerates, profits begin to scale, and the market reprices AI companies dramatically higher. I shared my thoughts last week in my interview with Charles V Payne on why the biggest risk to investors is not that AI is in a bubble - but rather the opportunity cost of missing out. $NVDA

Those calling this an “AI bubble” assume monetization efforts will not offset the capital being invested. What if the opposite happens after the initial monetization gap - revenue accelerates, profits begin to scale, and the market reprices AI companies dramatically higher. I shared my thoughts last week in my interview with Charles V Payne on why the biggest risk to investors is not that AI is in a bubble - but rather the opportunity cost of missing out. $NVDA

67,346 просмотров • 6 месяцев назад

With Bloomberg Asia, I pointed out the one number from Nvidia’s $NVDA report that surprised me the most, and explained the fundamental backing for my updated $20 trillion 2030 market cap thesis.

With Bloomberg Asia, I pointed out the one number from Nvidia’s $NVDA report that surprised me the most, and explained the fundamental backing for my updated $20 trillion 2030 market cap thesis.

62,662 просмотров • 6 месяцев назад

Ahead of earnings yesterday, I stated on Charles V Payne that Nvidia $NVDA could see a price in the mid-to-high $200s by this time next year. That equates to more than a $6.5T market cap from Blackwell and Blackwell Ultra -- or 2/3 of the way to my original $10T prediction by 2030.

Ahead of earnings yesterday, I stated on Charles V Payne that Nvidia $NVDA could see a price in the mid-to-high $200s by this time next year. That equates to more than a $6.5T market cap from Blackwell and Blackwell Ultra -- or 2/3 of the way to my original $10T prediction by 2030.

87,100 просмотров • 1 год назад

At GTC, Jensen Huang answered the most important question for Nvidia $NVDA investors this year. I also explain why valuation is the great equalizer for this stock – along with my prediction for which quarter this year Nvidia will likely explode higher. Charles V Payne

At GTC, Jensen Huang answered the most important question for Nvidia $NVDA investors this year. I also explain why valuation is the great equalizer for this stock – along with my prediction for which quarter this year Nvidia will likely explode higher. Charles V Payne

92,324 просмотров • 1 год назад

Never underestimate Wall Street on missing the big picture with $NVDA. In Q3, analysts nitpicked margins despite Nvidia reporting 2X higher revenue than predicted coming into this year. Hear my thoughts on Q3 in this 10 minute interview with David Ingles and Haidi Lun Stroud-Watts 伦海迪 at Bloomberg Asia.

Never underestimate Wall Street on missing the big picture with $NVDA. In Q3, analysts nitpicked margins despite Nvidia reporting 2X higher revenue than predicted coming into this year. Hear my thoughts on Q3 in this 10 minute interview with David Ingles and Haidi Lun Stroud-Watts 伦海迪 at Bloomberg Asia.

110,050 просмотров • 1 год назад

Nvidia $NVDA is the common denominator with AI data centers, and will also be the common denominator with autonomous vehicles. Charles V Payne

Nvidia $NVDA is the common denominator with AI data centers, and will also be the common denominator with autonomous vehicles. Charles V Payne

92,490 просмотров • 1 год назад

The transition from server-scale to a rack-scale AI systems company is key as to why Nvidia $NVDA has further room to run. In the clip below, I also describe the opportunity that Nvidia is poised to capture that will be as large as the AI hardware opportunity. Maggie Lake

The transition from server-scale to a rack-scale AI systems company is key as to why Nvidia $NVDA has further room to run. In the clip below, I also describe the opportunity that Nvidia is poised to capture that will be as large as the AI hardware opportunity. Maggie Lake

57,616 просмотров • 9 месяцев назад

Nvidia and its suppliers are the best trade of the year – the question that remains is timing. There is $100 billion pointed at the NVL 72 systems, if these were shipping in volume (and on time), the supply chain would be on fire right now – is what I mean by timing. $NVDA $SMH You can’t put $100 billion into production for one SKU and ship in volume without a splash in the large supply chain that builds these AI systems. There was no splash (yet). I also pointed out yesterday before the bell that investors do better when proxies participate – whether that’s suppliers providing a clear, green light or an ETF like SMH, which is 14% off ATHs. The Street was exuberant going into the print, aggressively raising price targets -- yet, Nvidia's stock has been range bound for 9 months stuck between $110 and $150. The much-needed catalyst is likely arriving in H2. 👇

Nvidia and its suppliers are the best trade of the year – the question that remains is timing. There is $100 billion pointed at the NVL 72 systems, if these were shipping in volume (and on time), the supply chain would be on fire right now – is what I mean by timing. $NVDA $SMH You can’t put $100 billion into production for one SKU and ship in volume without a splash in the large supply chain that builds these AI systems. There was no splash (yet). I also pointed out yesterday before the bell that investors do better when proxies participate – whether that’s suppliers providing a clear, green light or an ETF like SMH, which is 14% off ATHs. The Street was exuberant going into the print, aggressively raising price targets -- yet, Nvidia's stock has been range bound for 9 months stuck between $110 and $150. The much-needed catalyst is likely arriving in H2. 👇

83,623 просмотров • 1 год назад

Yesterday, I discussed one specific reason that I’d be a buyer of Nvidia $NVDA if the stock sold off due to China. Charles V Payne and I also talked about how to position given some AI stocks seem to be in a bubble (while others are not).

Yesterday, I discussed one specific reason that I’d be a buyer of Nvidia $NVDA if the stock sold off due to China. Charles V Payne and I also talked about how to position given some AI stocks seem to be in a bubble (while others are not).

55,969 просмотров • 9 месяцев назад

With Charles V Payne two weeks ago, we discussed my quarterly 43-page report on the I/O Fund's Top 15 AI stocks. Find out my top pick in AI software that is invaluable to AI LLM roadmaps (hint: it's not $PLTR).

With Charles V Payne two weeks ago, we discussed my quarterly 43-page report on the I/O Fund's Top 15 AI stocks. Find out my top pick in AI software that is invaluable to AI LLM roadmaps (hint: it's not $PLTR).

41,420 просмотров • 7 месяцев назад