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2024 valuations: Nvidia: $2.2 trillion Intel: $132 billion 2009 valuations: Intel: $90 billion Nvidia: $5 billion

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Jon Erlichman

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5,724,783 görüntüleme • 2 yıl önce •via X (Twitter)

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0x1ee7 profil fotoğrafı
0x1ee72 yıl önce

Unbelievably ahead of his time. The Steve Jobs of computers

SMX 🇺🇸 profil fotoğrafı
SMX 🇺🇸2 yıl önce

The real meaning of "stay hungry, stay foolish"

Krish profil fotoğrafı
Krish2 yıl önce

That's why monopoly in tech doesn't mean much fundamentally. DOJ keeps going after MSFT or AAPL wasting 10s of millions; an upstart can eat Apple's lunch if they don't innovate. We need Apple and Microsoft as much to create new industries around Mobile, cloud and now AI as we need the risk taking startups to disrupt them and break into new horizons

David (TalkingCents) profil fotoğrafı
David (TalkingCents)2 yıl önce

Absolutely incredible video.

PETROS profil fotoğrafı
PETROS2 yıl önce

There was a time when Intel could have purchased Nvidia with cash on hand. There was a time when Intel kept AMD on life support just to avoid antitrust issues. Intel lost the battle by forgetting Andy Grove's wisdom about Strategic Inflection Points.

Object Zero profil fotoğrafı
Object Zero2 yıl önce

Intel really misallocated a lot of capital.

Steve M profil fotoğrafı
Steve M2 yıl önce

What billion dollar companies today will be at the trillions of dollars valuation 10-15 years from now?

Eric Sama profil fotoğrafı
Eric Sama2 yıl önce

To me, stock valuations are a reflection of people's feelings and reactions towards the company. I still can't fathom why Mercedes is much less valued than Tesla when both make similar numbers?

S Sanzhi Kobzhanov profil fotoğrafı
S Sanzhi Kobzhanov2 yıl önce

Thats why its important to pick value stocks and believe your assumptions, but right asset allocation is more important than right stock selection

Stop Wokeness profil fotoğrafı
Stop Wokeness2 yıl önce

i think AMD stock is gonna grow like Nvidia too because they make GPU and AI is the future so the demand for GPUs will be sky high

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In 2009, Charlie Rose asked Jensen Huang about Nvidia vs. Intel. The chipmakers weren’t directly competing but Jensen said GPU vs. CPU was a “battle for the soul” of computing and GPUs would be “more relevant” in time. Intel was worth $100B and Nvidia was at $4B. Today, Intel is at $565B while Nvidia is worth over 1,200x more at $5 trillion.
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In 2009, Charlie Rose asked Jensen Huang about Nvidia vs. Intel. The chipmakers weren’t directly competing but Jensen said GPU vs. CPU was a “battle for the soul” of computing and GPUs would be “more relevant” in time. Intel was worth $100B and Nvidia was at $4B. Today, Intel is at $565B while Nvidia is worth over 1,200x more at $5 trillion.

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Nvidia said it will invest $5 billion in Intel, which will make it one of the struggling chipmaker’s largest shareholders. The news comes weeks after the White House engineered a deal for the US government to take a massive stake in Intel
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In 2009, Charlie Rose asked Jensen Huang about Nvidia vs. Intel. The chipmakers weren’t directly competing but Jensen said GPU vs. CPU was a “battle for the soul” of computing and GPUs would be “more relevant” in time. Intel was worth $100B and Nvidia was at $4B. Today, Intel is at $107B while Nvidia is worth ~1,000x more at $4.4 Trillion.
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In 2009, Charlie Rose asked Jensen Huang about Nvidia vs. Intel. The chipmakers weren’t directly competing but Jensen said GPU vs. CPU was a “battle for the soul” of computing and GPUs would be “more relevant” in time. Intel was worth $100B and Nvidia was at $4B. Today, Intel is at $107B while Nvidia is worth ~1,000x more at $4.4 Trillion.

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Masayoshi Son and SoftBank were once the largest shareholders in Nvidia … they sold their almost 5% stake in the company for $3.6 Billion in 2019 5% of Nvidia is currently worth almost $150 Billion
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Masayoshi Son and SoftBank were once the largest shareholders in Nvidia … they sold their almost 5% stake in the company for $3.6 Billion in 2019 5% of Nvidia is currently worth almost $150 Billion

Evan

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Masayoshi Son and SoftBank were once the largest shareholders in Nvidia … they sold their almost 5% stake in the company for $3.6 Billion in 2019 5% of Nvidia is currently worth almost $215 Billion
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Masayoshi Son and SoftBank were once the largest shareholders in Nvidia … they sold their almost 5% stake in the company for $3.6 Billion in 2019 5% of Nvidia is currently worth almost $215 Billion

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Nvidia’s first quarter revenue: 2026: $44.1 billion 2025: $26.0 billion 2024: $7.2 billion 2023: $8.3 billion 2022: $5.7 billion 2021: $3.1 billion 2020: $2.2 billion 2019: $3.2 billion 2018: $1.9 billion 2017: $1.3 billion 2016: $1.2 billion
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Nvidia’s first quarter revenue: 2026: $44.1 billion 2025: $26.0 billion 2024: $7.2 billion 2023: $8.3 billion 2022: $5.7 billion 2021: $3.1 billion 2020: $2.2 billion 2019: $3.2 billion 2018: $1.9 billion 2017: $1.3 billion 2016: $1.2 billion

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Trump on Intel deal: "I made $80 billion dollars for the country in 8 months off the Intel deal. That stake is now worth $80 billion. I should've asked for more."
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Masayoshi Son sold his 5% Nvidia stake in 2019 for under $4B... now it's worth $178 BILLION
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Masayoshi Son sold his 5% Nvidia stake in 2019 for under $4B... now it's worth $178 BILLION

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Nvidia is pulling off the most sophisticated financial loop in tech history. They invested $40 BILLION in its own customers in just 5 months. Here's why this could blow up the entire AI economy: Nvidia generated $97 billion in free cash flow last year. Instead of sitting on it, Jensen started writing checks to every company in the AI supply chain. Not small checks. We're talking about billions at a time. And almost every single one of those companies turns around and spends that money on Nvidia chips. Follow the money: $30 billion into OpenAI. OpenAI is one of Nvidia's largest GPU customers and spends billions annually on Nvidia hardware through cloud providers. $2 billion into CoreWeave, a company that exists exclusively to rent out data centers full of Nvidia GPUs. $2 billion into Marvell for silicon photonics that connects Nvidia systems. $2 billion into Lumentum for optical tech that powers Nvidia data centers. $2 billion into Coherent for the same thing. $2 billion into Nebius, an AI cloud company deploying Nvidia infrastructure. $3.2 billion into Corning, the glassmaker building three new US factories specifically to make fiber optic cables for Nvidia's next-gen systems. $2.1 billion into IREN, a data center operator that just agreed to deploy 5 gigawatts of Nvidia-designed infrastructure. And the list goes on. Every single recipient either buys Nvidia chips directly, builds infrastructure that runs on Nvidia chips, or manufactures components that go inside Nvidia systems. Matthew Bryson, an analyst at Wedbush Securities, said in a research note that Nvidia's dealmaking fits "squarely into the circular investment theme." Bloomberg even published an entire interactive feature this week titled "AI Circular Deals: How Microsoft, OpenAI and Nvidia Keep Paying Each Other." The piece maps how capital flows between the same handful of companies and gets counted as revenue multiple times along the way. But here's the part that makes this genuinely complicated: Nvidia's $5 billion investment in Intel from September is now worth over $25 billion. That's a 5x return in months. Their private company portfolio went from $3.4 billion to $22.3 billion on the balance sheet in a single year. They booked $8.9 billion in gains from equity investments alone. So when critics say "circular investing," Nvidia can point to Intel and say "we turned $5 billion into $25 billion, this is just smart capital deployment." And they're not wrong. Some of these bets ARE paying off like crazy. The real question is whether Nvidia is a chipmaker that happens to invest, or a venture fund that happens to sell chips. Because right now Jensen is doing both at a scale that has never existed in the semiconductor industry. No chipmaker in history has EVER invested $40 billion in its own ecosystem in five months. Last fiscal year Nvidia invested $17.5 billion in private companies. Their SEC filing literally says those investments include "AI model companies that purchase its products directly or through cloud service providers." They're saying it themselves: We invest in companies that buy our products. On Nvidia's last earnings call, Jensen told investors their investments are focused on "expanding and deepening our ecosystem reach." Translate that from CEO-speak and it means " we're funding the companies that fund us. The bull case says Nvidia is building an unbreakable moat by financing the entire AI supply chain and ensuring it all runs on Nvidia hardware. The bear case says this is the most elaborate circular revenue scheme since the subprime mortgage era and it all breaks apart the moment one domino falls. Both cases use the exact same evidence.
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Nvidia is pulling off the most sophisticated financial loop in tech history. They invested $40 BILLION in its own customers in just 5 months. Here's why this could blow up the entire AI economy: Nvidia generated $97 billion in free cash flow last year. Instead of sitting on it, Jensen started writing checks to every company in the AI supply chain. Not small checks. We're talking about billions at a time. And almost every single one of those companies turns around and spends that money on Nvidia chips. Follow the money: $30 billion into OpenAI. OpenAI is one of Nvidia's largest GPU customers and spends billions annually on Nvidia hardware through cloud providers. $2 billion into CoreWeave, a company that exists exclusively to rent out data centers full of Nvidia GPUs. $2 billion into Marvell for silicon photonics that connects Nvidia systems. $2 billion into Lumentum for optical tech that powers Nvidia data centers. $2 billion into Coherent for the same thing. $2 billion into Nebius, an AI cloud company deploying Nvidia infrastructure. $3.2 billion into Corning, the glassmaker building three new US factories specifically to make fiber optic cables for Nvidia's next-gen systems. $2.1 billion into IREN, a data center operator that just agreed to deploy 5 gigawatts of Nvidia-designed infrastructure. And the list goes on. Every single recipient either buys Nvidia chips directly, builds infrastructure that runs on Nvidia chips, or manufactures components that go inside Nvidia systems. Matthew Bryson, an analyst at Wedbush Securities, said in a research note that Nvidia's dealmaking fits "squarely into the circular investment theme." Bloomberg even published an entire interactive feature this week titled "AI Circular Deals: How Microsoft, OpenAI and Nvidia Keep Paying Each Other." The piece maps how capital flows between the same handful of companies and gets counted as revenue multiple times along the way. But here's the part that makes this genuinely complicated: Nvidia's $5 billion investment in Intel from September is now worth over $25 billion. That's a 5x return in months. Their private company portfolio went from $3.4 billion to $22.3 billion on the balance sheet in a single year. They booked $8.9 billion in gains from equity investments alone. So when critics say "circular investing," Nvidia can point to Intel and say "we turned $5 billion into $25 billion, this is just smart capital deployment." And they're not wrong. Some of these bets ARE paying off like crazy. The real question is whether Nvidia is a chipmaker that happens to invest, or a venture fund that happens to sell chips. Because right now Jensen is doing both at a scale that has never existed in the semiconductor industry. No chipmaker in history has EVER invested $40 billion in its own ecosystem in five months. Last fiscal year Nvidia invested $17.5 billion in private companies. Their SEC filing literally says those investments include "AI model companies that purchase its products directly or through cloud service providers." They're saying it themselves: We invest in companies that buy our products. On Nvidia's last earnings call, Jensen told investors their investments are focused on "expanding and deepening our ecosystem reach." Translate that from CEO-speak and it means " we're funding the companies that fund us. The bull case says Nvidia is building an unbreakable moat by financing the entire AI supply chain and ensuring it all runs on Nvidia hardware. The bear case says this is the most elaborate circular revenue scheme since the subprime mortgage era and it all breaks apart the moment one domino falls. Both cases use the exact same evidence.

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