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Gavin Baker: "which AI company actually survives? Google - already multi-trillion Microsoft, OpenAI, Meta chose open source - the only ones left is xAI and Anthropic - xAI + X will be worth over a trillion" this is him explaining what he actually invests in - and why Taiwan...

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277,058 views • 2 days ago •via X (Twitter)

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Tesla Chair Robyn Denholm on the proposal for Tesla to invest in xAI: "There is a misunderstanding of AI in the marketplace. AI is not one thing. It is a range of technologies. What Tesla is doin today with AI is quite different to what xAI does. xAI is working on fundamental areas of AI, but it's also working on LLM's. That's not Tesla is doing. With Optimus, we're taking real work application of AI and putting it into physical products to actually employer those products to do things."
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Tesla Chair Robyn Denholm on the proposal for Tesla to invest in xAI: "There is a misunderstanding of AI in the marketplace. AI is not one thing. It is a range of technologies. What Tesla is doin today with AI is quite different to what xAI does. xAI is working on fundamental areas of AI, but it's also working on LLM's. That's not Tesla is doing. With Optimus, we're taking real work application of AI and putting it into physical products to actually employer those products to do things."

Sawyer Merritt

194,774 views • 10 months ago

the CEO of NVIDIA just said the PC you use today will be gone, replaced by an AI supercomputer that lives in your house Jensen Huang stood on stage holding the machine and said it becomes less like a computer and more like R2-D2, a thing in your home that just does work for you all day he put it bluntly, this is as big as the day the phone became the smartphone and the wild part is the hardware to do it already exists and ships this year here is what he actually unveiled: > a desktop that runs a one trillion parameter AI model locally, 768GB of memory, sitting by your desk > agents that run 24/7 with no meter, no cloud bill, no rental, doing work while you sleep > NVIDIA and Microsoft rebuilding the PC from the ground up for the first time in 40 years > a full lineup, from a $249 chip to enterprise monsters, and almost nobody knows which one they actually need the hype is going to push everyone toward the biggest most expensive machine i wrote the honest breakdown, every NVIDIA AI box, what each really does, the real math, and which one is actually yours the full guide is in the article below
2:00

the CEO of NVIDIA just said the PC you use today will be gone, replaced by an AI supercomputer that lives in your house Jensen Huang stood on stage holding the machine and said it becomes less like a computer and more like R2-D2, a thing in your home that just does work for you all day he put it bluntly, this is as big as the day the phone became the smartphone and the wild part is the hardware to do it already exists and ships this year here is what he actually unveiled: > a desktop that runs a one trillion parameter AI model locally, 768GB of memory, sitting by your desk > agents that run 24/7 with no meter, no cloud bill, no rental, doing work while you sleep > NVIDIA and Microsoft rebuilding the PC from the ground up for the first time in 40 years > a full lineup, from a $249 chip to enterprise monsters, and almost nobody knows which one they actually need the hype is going to push everyone toward the biggest most expensive machine i wrote the honest breakdown, every NVIDIA AI box, what each really does, the real math, and which one is actually yours the full guide is in the article below

John Doe

194,135 views • 1 month ago

🚨NVIDIA UNVEILS 72-GPU SUPERCHIP SET TO REVOLUTIONIZE AI Jensen Huang introduced the GB200 NVL72, a data center powerhouse packing 72 Blackwell GPUs, 1.4 exaFLOPS of compute, and 130 trillion transistors. This "superchip" enables test-time scaling, a groundbreaking approach that lets AI reason in real time, mimicking human thought. Huang highlighted AI agents as a multi-trillion dollar opportunity, with NVIDIA leading the charge. From NeMo for deploying AI agents to cutting-edge GPUs, NVIDIA is cementing itself as the backbone of the AI economy across industries. Source: CES 2025, NVIDIA Tsarathustra
1:57

🚨NVIDIA UNVEILS 72-GPU SUPERCHIP SET TO REVOLUTIONIZE AI Jensen Huang introduced the GB200 NVL72, a data center powerhouse packing 72 Blackwell GPUs, 1.4 exaFLOPS of compute, and 130 trillion transistors. This "superchip" enables test-time scaling, a groundbreaking approach that lets AI reason in real time, mimicking human thought. Huang highlighted AI agents as a multi-trillion dollar opportunity, with NVIDIA leading the charge. From NeMo for deploying AI agents to cutting-edge GPUs, NVIDIA is cementing itself as the backbone of the AI economy across industries. Source: CES 2025, NVIDIA Tsarathustra

Mario Nawfal

300,346 views • 1 year ago

The creator of High Bandwidth Memory (HBM) put a number on the AI build that should stop every infra investor cold. A cluster of a million GPUs runs at roughly 10-20% utilization (Save this). Kim Jung-ho spent thirty years building what feeds the GPU, and his claim is that the GPU is barely working. Here is what is actually happening. Every time a model generates output, the data has to be read out of memory, computed, and written back. The read and the write swallow almost the entire cycle. While that data moves, the GPU does nothing. It sits there, fully powered, fully paid for, waiting. By Kim's estimate the memory is doing only about 30 percent of the work it needs to do. The processor idles the rest. So a million installed GPUs run at 10 to 20 percent. You are not compute constrained. You are memory constrained, and the expensive part is standing around. Adding more GPUs does not fix this. It gives you more processors starving for the same data. Here is the part that decides the next decade. Memory can grow. When a cell cannot shrink any further, you stack it into a high-rise, layer on layer. A GPU cannot be stacked. It runs too hot and needs a cooler bolted to its back, so the one move that rescues memory is closed to the processor. The thing that can keep stacking compounds. The thing that cannot plateaus. The marginal dollar in an AI build now buys more by fixing the memory path than by bolting on another idle GPU. Which is why the companies that control memory bandwidth and supply are not suppliers to the AI trade. They are the AI trade.
0:50

The creator of High Bandwidth Memory (HBM) put a number on the AI build that should stop every infra investor cold. A cluster of a million GPUs runs at roughly 10-20% utilization (Save this). Kim Jung-ho spent thirty years building what feeds the GPU, and his claim is that the GPU is barely working. Here is what is actually happening. Every time a model generates output, the data has to be read out of memory, computed, and written back. The read and the write swallow almost the entire cycle. While that data moves, the GPU does nothing. It sits there, fully powered, fully paid for, waiting. By Kim's estimate the memory is doing only about 30 percent of the work it needs to do. The processor idles the rest. So a million installed GPUs run at 10 to 20 percent. You are not compute constrained. You are memory constrained, and the expensive part is standing around. Adding more GPUs does not fix this. It gives you more processors starving for the same data. Here is the part that decides the next decade. Memory can grow. When a cell cannot shrink any further, you stack it into a high-rise, layer on layer. A GPU cannot be stacked. It runs too hot and needs a cooler bolted to its back, so the one move that rescues memory is closed to the processor. The thing that can keep stacking compounds. The thing that cannot plateaus. The marginal dollar in an AI build now buys more by fixing the memory path than by bolting on another idle GPU. Which is why the companies that control memory bandwidth and supply are not suppliers to the AI trade. They are the AI trade.

Fireside Alpha

38,370 views • 1 month ago

Sam Altman just said something that should worry you more than excite you: "AI is close to creating a genie that can grant any wish." This is EXACTLY why open-source AI matters - and this was Elon's original thesis when he was at OpenAI. Right now, the future of all AI power sits with a handful of companies. Think: OpenAI, Anthropic, Google, Meta. They decide who gets access, at what price, under what rules, and on what timeline. Open-weight models are the only solution to ensuring this "genius in a bottle" power is in check. Ultimately, this is also why it matters that NVIDIA, Microsoft, Hugging Face, and dozens of others just signed a joint letter arguing that we need to pivot towards open-weight AI. The most powerful technology in human history should not be something a handful of executives dole out to the world on their own terms. The bull case for open-source AI is simple: don't let five companies hold all the leverage over everyone else.
0:40

Sam Altman just said something that should worry you more than excite you: "AI is close to creating a genie that can grant any wish." This is EXACTLY why open-source AI matters - and this was Elon's original thesis when he was at OpenAI. Right now, the future of all AI power sits with a handful of companies. Think: OpenAI, Anthropic, Google, Meta. They decide who gets access, at what price, under what rules, and on what timeline. Open-weight models are the only solution to ensuring this "genius in a bottle" power is in check. Ultimately, this is also why it matters that NVIDIA, Microsoft, Hugging Face, and dozens of others just signed a joint letter arguing that we need to pivot towards open-weight AI. The most powerful technology in human history should not be something a handful of executives dole out to the world on their own terms. The bull case for open-source AI is simple: don't let five companies hold all the leverage over everyone else.

Miles Deutscher

32,309 views • 2 days ago

Elon Musk on which company he would invest in if he was a stock investor: “If I had to pick, it would be AI and robotics — even unrelated to me. I think Google is going to be extremely valuable in the future. They’ve laid the groundwork for an immense amount of value creation from an AI standpoint. NVIDIA is obvious at this point. There’s an argument that companies doing AI, robotics, and maybe space flight are going to capture almost all the value. The output of goods and services from AI and robotics will be so high that it will dwarf everything else.” — Via new Interview with Nikhil Kamath
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Elon Musk on which company he would invest in if he was a stock investor: “If I had to pick, it would be AI and robotics — even unrelated to me. I think Google is going to be extremely valuable in the future. They’ve laid the groundwork for an immense amount of value creation from an AI standpoint. NVIDIA is obvious at this point. There’s an argument that companies doing AI, robotics, and maybe space flight are going to capture almost all the value. The output of goods and services from AI and robotics will be so high that it will dwarf everything else.” — Via new Interview with Nikhil Kamath

Nic Cruz Patane

702,003 views • 8 months ago

The realization over the last two extensions has come home to roost. There is not going to be a purchase of TikTok with the Chinese algorithm. We know that we can't buy the algorithm so we're gonna have to rewrite this whole thing, but while we're doing that, we're gonna try and solve for all the litigation that social media gets all stemming from the fact that the platform owns the data and the customer doesn't. I think we're gonna have to fix that. So our proposal is to fix that and not use the Chinese algorithm. When you issue a chip, let's say you take an NVIDIA chip, that chip is a queen bee. It sits in the center of the hive and every programmer that uses that chip is the honeybee. It spends millions of hours training on that chip, learning that chip, writing code for that chip and developing AI for that chip. That's the honey. There's only gonna be two kinds of honey on Earth. American or Chinese. Now if you want the world to be running on Chinese honey, stop shipping American queen bee chips, and that is what is happening right now.
6:11

The realization over the last two extensions has come home to roost. There is not going to be a purchase of TikTok with the Chinese algorithm. We know that we can't buy the algorithm so we're gonna have to rewrite this whole thing, but while we're doing that, we're gonna try and solve for all the litigation that social media gets all stemming from the fact that the platform owns the data and the customer doesn't. I think we're gonna have to fix that. So our proposal is to fix that and not use the Chinese algorithm. When you issue a chip, let's say you take an NVIDIA chip, that chip is a queen bee. It sits in the center of the hive and every programmer that uses that chip is the honeybee. It spends millions of hours training on that chip, learning that chip, writing code for that chip and developing AI for that chip. That's the honey. There's only gonna be two kinds of honey on Earth. American or Chinese. Now if you want the world to be running on Chinese honey, stop shipping American queen bee chips, and that is what is happening right now.

Kevin O'Leary aka Mr. Wonderful

43,532 views • 1 year ago

Amplitude CEO Spenser Skates says the SaaSpocalypse is real, and your old moat is dead. The only moat now is speed of innovation: "You have to be pushing the bleeding edge of what capabilities are. If you create a company that can do that, that's what customers will buy." "What the SaaSpocalypse has gotten right is - if you look at the median SaaS company, their innovation has actually slowed to a standstill." "It's crazy how little they ship in terms of net new products." "Speed of using the bleeding edge of these model capabilities is all that matters. You're even seeing it in the foundational model companies. Opus was the hottest thing a week ago, then it Codex literally launched the same day, saying, 'We're even better, and we're faster and we're on Cerebras chips.' I think all that matters is the rate of improvement." "It's like sushi. Buyers are always going to want the best thing. So if you're keeping up with innovating the best thing, you will be able to charge a premium. It's fine that the 7/11 gas station now sells sushi. It's not going to put Jiro in Japan out of business." "The lesson is - there is no moat anymore from what we've built. There's only a moat if we're able to deliver the most bleeding edge capability."
2:07

Amplitude CEO Spenser Skates says the SaaSpocalypse is real, and your old moat is dead. The only moat now is speed of innovation: "You have to be pushing the bleeding edge of what capabilities are. If you create a company that can do that, that's what customers will buy." "What the SaaSpocalypse has gotten right is - if you look at the median SaaS company, their innovation has actually slowed to a standstill." "It's crazy how little they ship in terms of net new products." "Speed of using the bleeding edge of these model capabilities is all that matters. You're even seeing it in the foundational model companies. Opus was the hottest thing a week ago, then it Codex literally launched the same day, saying, 'We're even better, and we're faster and we're on Cerebras chips.' I think all that matters is the rate of improvement." "It's like sushi. Buyers are always going to want the best thing. So if you're keeping up with innovating the best thing, you will be able to charge a premium. It's fine that the 7/11 gas station now sells sushi. It's not going to put Jiro in Japan out of business." "The lesson is - there is no moat anymore from what we've built. There's only a moat if we're able to deliver the most bleeding edge capability."

TBPN

95,450 views • 5 months ago

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)
0:59

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Rohan Paul

16,584 views • 1 month ago

The market is watching xAI charge $50 billion per gigawatt and the rest of the neocloud sector run up is just getting started (Save this). According to Gavin Baker of Atreides Management, this is the most important number in AI infrastructure right now, xAI is monetizing compute at $50 billion per gigawatt on the Google deal, 2 to 3 times what any neocloud competitor charges. Google is paying $920 million per month for access to roughly 110,000 Nvidia GPUs through June 2029, and Anthropic is paying $1.25 billion per month for Colossus 1's 300 megawatts. Baker's point is simple that stop tracking rocket launches, stop tracking GPU orders, model gigawatt additions. At $50 billion per gigawatt, every new gigawatt that xAI energizes over the next 12 months is a revenue event that the market has not yet priced in. But this is not just an xAI story but rather why neocloud stocks are one of the most mispriced assets in the entire AI stack. Neoclouds charge $17 to $25 billion per gigawatt in contract value, a dramatic discount to xAI's pricing, but still an extraordinary business model when the underlying infrastructure costs $9 to $12 million per megawatt to operate and customers are signing 5-year locked contracts. H100 GPU-hours from neoclouds like Nebius at $2.95 per GPU-hour are 66% cheaper than hyperscaler rates, which is the structural reason enterprise AI teams are shifting spend to neoclouds at an accelerating pace. The neocloud market is projected to grow 69% annually through 2030 to reach nearly $180 billion and right now only a handful of public companies offer direct exposure to it. Nebius is the standout among the publicly traded neoclouds. It reported Q1 2026 AI cloud revenue of $399 million, an 841% increase year over year beating estimates, with its CEO stating that demand continues to exceed available capacity and customers are actively being turned away. Nebius commands a 20 to 25% revenue premium over peers thanks to its full-stack software offering, European sovereign positioning, and data residency advantages that physically prevent hyperscalers from competing for a large portion of its customer base. It has $49 billion in contracted backlog with Meta, Microsoft, and Nvidia meaning its revenue trajectory for the next three to five years is not a forecast, it is a schedule. The competitive moat is in power, permits, and speed exactly what xAI has proven is the true bottleneck. Jensen Huang said publicly that xAI deploys data centers faster than anyone else in the ecosystem, and Baker called out that this deployment speed advantage directly translates to monetization speed, every week of earlier energization at these pricing levels is worth hundreds of millions in revenue. Neoclouds with secured power, permits, and long-term customer contracts are not in a fair race against companies still waiting on grid connections and zoning approvals. The companies with the most locked in gigawatts coming online in 2026 and 2027 are about to have very good years.
1:14

The market is watching xAI charge $50 billion per gigawatt and the rest of the neocloud sector run up is just getting started (Save this). According to Gavin Baker of Atreides Management, this is the most important number in AI infrastructure right now, xAI is monetizing compute at $50 billion per gigawatt on the Google deal, 2 to 3 times what any neocloud competitor charges. Google is paying $920 million per month for access to roughly 110,000 Nvidia GPUs through June 2029, and Anthropic is paying $1.25 billion per month for Colossus 1's 300 megawatts. Baker's point is simple that stop tracking rocket launches, stop tracking GPU orders, model gigawatt additions. At $50 billion per gigawatt, every new gigawatt that xAI energizes over the next 12 months is a revenue event that the market has not yet priced in. But this is not just an xAI story but rather why neocloud stocks are one of the most mispriced assets in the entire AI stack. Neoclouds charge $17 to $25 billion per gigawatt in contract value, a dramatic discount to xAI's pricing, but still an extraordinary business model when the underlying infrastructure costs $9 to $12 million per megawatt to operate and customers are signing 5-year locked contracts. H100 GPU-hours from neoclouds like Nebius at $2.95 per GPU-hour are 66% cheaper than hyperscaler rates, which is the structural reason enterprise AI teams are shifting spend to neoclouds at an accelerating pace. The neocloud market is projected to grow 69% annually through 2030 to reach nearly $180 billion and right now only a handful of public companies offer direct exposure to it. Nebius is the standout among the publicly traded neoclouds. It reported Q1 2026 AI cloud revenue of $399 million, an 841% increase year over year beating estimates, with its CEO stating that demand continues to exceed available capacity and customers are actively being turned away. Nebius commands a 20 to 25% revenue premium over peers thanks to its full-stack software offering, European sovereign positioning, and data residency advantages that physically prevent hyperscalers from competing for a large portion of its customer base. It has $49 billion in contracted backlog with Meta, Microsoft, and Nvidia meaning its revenue trajectory for the next three to five years is not a forecast, it is a schedule. The competitive moat is in power, permits, and speed exactly what xAI has proven is the true bottleneck. Jensen Huang said publicly that xAI deploys data centers faster than anyone else in the ecosystem, and Baker called out that this deployment speed advantage directly translates to monetization speed, every week of earlier energization at these pricing levels is worth hundreds of millions in revenue. Neoclouds with secured power, permits, and long-term customer contracts are not in a fair race against companies still waiting on grid connections and zoning approvals. The companies with the most locked in gigawatts coming online in 2026 and 2027 are about to have very good years.

Milk Road AI

74,611 views • 1 month ago

Travis Kalanick: Tesla is the Google of the Physical AI Era “I like to break down the physical AI stack: (it) includes computation, a physical AI model, all the things you think of.” “What about land? Development? That should be in that stack. What about chemistry? That needs to be in the stack. Manufacturing needs to be a stack.” “When you look at the stack, you're like, ‘Damn, Tesla's got this sh*t.’ They are the Google of this era.” “What I mean by that is, if you were doing a startup in the 2000s, the first question you would get is, ‘Why isn't Google gonna kill you?’ Or, ‘Why isn't Google just gonna do it?’ They’re not even gonna know that they killed you.” “And before that, it was Microsoft in the late 90s. Uber had a time, 2010s.” “But in the physical AI space, that's sort of a Tesla thing.” -------------------------------------------- Thanks to our partner for making this happen!: EY (EY) Austin vibes meet AI innovation. Thanks to EY for co‑hosting with us at #SXSW. Discover what executives are saying about AI transformation in the latest AI Pulse Survey.
0:54

Travis Kalanick: Tesla is the Google of the Physical AI Era “I like to break down the physical AI stack: (it) includes computation, a physical AI model, all the things you think of.” “What about land? Development? That should be in that stack. What about chemistry? That needs to be in the stack. Manufacturing needs to be a stack.” “When you look at the stack, you're like, ‘Damn, Tesla's got this sh*t.’ They are the Google of this era.” “What I mean by that is, if you were doing a startup in the 2000s, the first question you would get is, ‘Why isn't Google gonna kill you?’ Or, ‘Why isn't Google just gonna do it?’ They’re not even gonna know that they killed you.” “And before that, it was Microsoft in the late 90s. Uber had a time, 2010s.” “But in the physical AI space, that's sort of a Tesla thing.” -------------------------------------------- Thanks to our partner for making this happen!: EY (EY) Austin vibes meet AI innovation. Thanks to EY for co‑hosting with us at #SXSW. Discover what executives are saying about AI transformation in the latest AI Pulse Survey.

The All-In Podcast

94,872 views • 4 months ago

🚨THEY CALLED HIM CRAZY FOR 20 YEARS.. HE'S ABOUT TO FILE THE BIGGEST IPO IN HISTORY.. SpaceX is quietly preparing to go public.. targeting a $1.75 trillion valuation.. bigger than Saudi Aramco.. the biggest IPO in human history.. but that's not even the real story.. in february elon merged xAI into SpaceX.. so now one single company owns the rockets.. owns about 65% of every satellite in orbit.. owns Starlink with over 10 million users.. and owns the AI.. think about that for a second.. OpenAI rents its servers from Microsoft.. Anthropic rents from Amazon.. they don't own anything.. they're tenants.. elon owns the infrastructure.. they're putting AI data centers in space.. solar powered.. no electric grid.. no cooling problems.. just satellites running AI in orbit while everyone else is fighting over GPU shipments on the ground.. the pentagon just handed them $2 billion for a defense satellite network.. starlink aviation customers are paying $300K a year.. NASA used to be their biggest customer.. now NASA is only 5% of their revenue.. they outgrew the entire US government.. this man built a company that launches the rockets.. owns the satellites.. provides the internet.. runs the AI.. and is about to go public at the highest valuation in history.. nobody is connecting the dots.. i got into xAI before the merger.. that converts to SpaceX equity before it even hits public markets.. sometimes the play is obvious.. you just have to be paying attention.
0:28

🚨THEY CALLED HIM CRAZY FOR 20 YEARS.. HE'S ABOUT TO FILE THE BIGGEST IPO IN HISTORY.. SpaceX is quietly preparing to go public.. targeting a $1.75 trillion valuation.. bigger than Saudi Aramco.. the biggest IPO in human history.. but that's not even the real story.. in february elon merged xAI into SpaceX.. so now one single company owns the rockets.. owns about 65% of every satellite in orbit.. owns Starlink with over 10 million users.. and owns the AI.. think about that for a second.. OpenAI rents its servers from Microsoft.. Anthropic rents from Amazon.. they don't own anything.. they're tenants.. elon owns the infrastructure.. they're putting AI data centers in space.. solar powered.. no electric grid.. no cooling problems.. just satellites running AI in orbit while everyone else is fighting over GPU shipments on the ground.. the pentagon just handed them $2 billion for a defense satellite network.. starlink aviation customers are paying $300K a year.. NASA used to be their biggest customer.. now NASA is only 5% of their revenue.. they outgrew the entire US government.. this man built a company that launches the rockets.. owns the satellites.. provides the internet.. runs the AI.. and is about to go public at the highest valuation in history.. nobody is connecting the dots.. i got into xAI before the merger.. that converts to SpaceX equity before it even hits public markets.. sometimes the play is obvious.. you just have to be paying attention.

Evan Luthra

101,861 views • 4 months ago

Everyone’s talking about what Jensen said at GTC about AI capex. But the most important thing he said got almost no attention — that software companies are about to become the biggest resellers of AI tokens in the world. Think about what that means. Workday buys raw intelligence from OpenAI. Wraps it in HR domain expertise. Sells it back as an AI product at a massive markup. That’s not a software company anymore. That’s a refinery. And right now nobody is tracking the economics of that refining layer — what the crude costs, what the refined product sells for, and who’s capturing the spread. This is the most important data gap in AI right now. More on this soon. $NVDA
1:06

Everyone’s talking about what Jensen said at GTC about AI capex. But the most important thing he said got almost no attention — that software companies are about to become the biggest resellers of AI tokens in the world. Think about what that means. Workday buys raw intelligence from OpenAI. Wraps it in HR domain expertise. Sells it back as an AI product at a massive markup. That’s not a software company anymore. That’s a refinery. And right now nobody is tracking the economics of that refining layer — what the crude costs, what the refined product sells for, and who’s capturing the spread. This is the most important data gap in AI right now. More on this soon. $NVDA

Nick Dorsey

40,200 views • 4 months ago

NeurochainAI is the all-in-one platform for developers to build AI dApps including GPU DePIN, Data Layer, and AI model layer. But what does it actually mean? AI is a $1.8 trillion industry, and NeurochainAI is tapping into 1% of that - as an infrastructure of interconnected GPUs, AI models, and data. Even simpler? Think of us as Ethereum for AI🧠🌐
0:30

NeurochainAI is the all-in-one platform for developers to build AI dApps including GPU DePIN, Data Layer, and AI model layer. But what does it actually mean? AI is a $1.8 trillion industry, and NeurochainAI is tapping into 1% of that - as an infrastructure of interconnected GPUs, AI models, and data. Even simpler? Think of us as Ethereum for AI🧠🌐

Neurochain.AI

105,550 views • 2 years ago

Cerebras just had the biggest IPO of the year. Founder Andrew Feldman says the 3 most important things he had to convince investors of while doing the roadshow were that demand for inference is going to 1,000,000x, the GPU isn't the only way to do compute, and that the CUDA moat is overstated. What he said: "Jensen said some time ago on Brad Gerstner's podcast that the demand for inference will grow by a 1,000,000x, and nobody believed him. And at the same time, you saw Sam Altman displaying real vision and going out and trying to lock up huge amounts of compute, memory, data centers, and power, because he saw it too." "[We tried] to share what that means — what exponential demand means. And that we're still so early, and yet the demand for AI compute is overwhelming." "The other thing is that there are lots of ways to do this. The GPU isn't the only way. You've got TPUs, Trainium, and us. There are lots of different ways to build a solution here." "And finally — the notion that CUDA is this grand lock-in is overplayed. Gemini 3, which is an excellent model, was trained on TPUs with no CUDA. The Anthropic models were trained on Trainium with no CUDA. Some of the best models, some of the most interesting things are being done without CUDA. And that lock-in might be overplayed." $CBRS
1:46

Cerebras just had the biggest IPO of the year. Founder Andrew Feldman says the 3 most important things he had to convince investors of while doing the roadshow were that demand for inference is going to 1,000,000x, the GPU isn't the only way to do compute, and that the CUDA moat is overstated. What he said: "Jensen said some time ago on Brad Gerstner's podcast that the demand for inference will grow by a 1,000,000x, and nobody believed him. And at the same time, you saw Sam Altman displaying real vision and going out and trying to lock up huge amounts of compute, memory, data centers, and power, because he saw it too." "[We tried] to share what that means — what exponential demand means. And that we're still so early, and yet the demand for AI compute is overwhelming." "The other thing is that there are lots of ways to do this. The GPU isn't the only way. You've got TPUs, Trainium, and us. There are lots of different ways to build a solution here." "And finally — the notion that CUDA is this grand lock-in is overplayed. Gemini 3, which is an excellent model, was trained on TPUs with no CUDA. The Anthropic models were trained on Trainium with no CUDA. Some of the best models, some of the most interesting things are being done without CUDA. And that lock-in might be overplayed." $CBRS

TBPN

36,474 views • 2 months ago

Jensen Huang just admitted Nvidia is paying for BOTH ends of its own $500 billion deal. Every outlet ran the same headline: Nvidia is putting half a trillion dollars into Korea. The largest AI infrastructure commitment ever announced with a single partner. But when asked what was actually inside that number and whether this is Nvidia spending money in the Korean economy, or SK fronting the capital themselves, Jensen said this: "We're gonna be purchasing memories from them for many years to come. In order to build a trillion dollars worth of Vera Rubin systems, you're gonna have to buy a lot of system memories to go with it. And so we have large purchase agreements and large purchase intentions with SK Hynix. Meanwhile, SK Telecom is gonna become an AI cloud. And in that agreement, we will be selling AI supercomputers to them. So between us, we're gonna do $500 billion worth of business." He literally described two completely different transactions and added them together. Nvidia pays SK Hynix for memory chips. SK Telecom pays Nvidia for supercomputers. Both directions get stacked into one figure and handed to the market as demand. A large share of that half trillion dollars is Nvidia's own money going OUT the door. This is the CEO of the most important chip company on Earth. His silicon runs every serious AI system on the planet. If anyone alive could announce a clean half trillion in customer demand, it's him. Instead he announced a number that counts his own supplier payments as "business." But now this is where it gets genuinely crazy... Bloomberg asked how badly Nvidia needs Korean supply to grow. Jensen said Nvidia does not have enough bits. He said the company is constrained in HBM memory, constrained in LPDDR memory, and constrained in just about every part of the supply chain. Then he named the bottleneck nobody expected: "We're even constrained now with land and power and construction workers to set up the data centers." The company announcing the biggest AI deal in history cannot hire enough people to pour concrete. Then he capped the entire industry. He said the industry has the ability to double each year, and will have a hard time growing much faster than that. Now hold that against the target he set at the top of the same interview: He said the semiconductor industry probably has to become 10x larger than it is today over the next decade. Doubling annually clears that on a spreadsheet. But in reality it only happens if land, power and construction crews cooperate every single year for ten years straight. And the demand justifying all of it is a number most people have not heard yet. Jensen is planning for 100 BILLION AI agents and billions of robots using computers. That is the actual bet. 10x the industry, financed by deals where the vendor is also the customer, and gated by how fast you can find electricians. Korea's market did not celebrate any of this by the way. The KOSPI has been falling hard and SK Hynix and Samsung both slumped while the half trillion dollar headline was running. Jensen listed both directions of money and totaled them on camera because he does not think there is anything wrong with it. Maybe there isn't. Chips have to be bought before systems can be sold. But the market is pricing these announcements as demand, and at least half of this one is spending.
1:21

Jensen Huang just admitted Nvidia is paying for BOTH ends of its own $500 billion deal. Every outlet ran the same headline: Nvidia is putting half a trillion dollars into Korea. The largest AI infrastructure commitment ever announced with a single partner. But when asked what was actually inside that number and whether this is Nvidia spending money in the Korean economy, or SK fronting the capital themselves, Jensen said this: "We're gonna be purchasing memories from them for many years to come. In order to build a trillion dollars worth of Vera Rubin systems, you're gonna have to buy a lot of system memories to go with it. And so we have large purchase agreements and large purchase intentions with SK Hynix. Meanwhile, SK Telecom is gonna become an AI cloud. And in that agreement, we will be selling AI supercomputers to them. So between us, we're gonna do $500 billion worth of business." He literally described two completely different transactions and added them together. Nvidia pays SK Hynix for memory chips. SK Telecom pays Nvidia for supercomputers. Both directions get stacked into one figure and handed to the market as demand. A large share of that half trillion dollars is Nvidia's own money going OUT the door. This is the CEO of the most important chip company on Earth. His silicon runs every serious AI system on the planet. If anyone alive could announce a clean half trillion in customer demand, it's him. Instead he announced a number that counts his own supplier payments as "business." But now this is where it gets genuinely crazy... Bloomberg asked how badly Nvidia needs Korean supply to grow. Jensen said Nvidia does not have enough bits. He said the company is constrained in HBM memory, constrained in LPDDR memory, and constrained in just about every part of the supply chain. Then he named the bottleneck nobody expected: "We're even constrained now with land and power and construction workers to set up the data centers." The company announcing the biggest AI deal in history cannot hire enough people to pour concrete. Then he capped the entire industry. He said the industry has the ability to double each year, and will have a hard time growing much faster than that. Now hold that against the target he set at the top of the same interview: He said the semiconductor industry probably has to become 10x larger than it is today over the next decade. Doubling annually clears that on a spreadsheet. But in reality it only happens if land, power and construction crews cooperate every single year for ten years straight. And the demand justifying all of it is a number most people have not heard yet. Jensen is planning for 100 BILLION AI agents and billions of robots using computers. That is the actual bet. 10x the industry, financed by deals where the vendor is also the customer, and gated by how fast you can find electricians. Korea's market did not celebrate any of this by the way. The KOSPI has been falling hard and SK Hynix and Samsung both slumped while the half trillion dollar headline was running. Jensen listed both directions of money and totaled them on camera because he does not think there is anything wrong with it. Maybe there isn't. Chips have to be bought before systems can be sold. But the market is pricing these announcements as demand, and at least half of this one is spending.

Ricardo

34,330 views • 4 days ago

The man who won the Nobel Prize just told the world that AI is not the energy crisis, it is the cure for it. Everyone has been screaming about how much electricity AI consumes, the data centers, the training runs, the billions of queries every single day. Hassabis just said AI will extract 30 to 40 percent more efficiency out of national power grids, grids that, right now, operate at only 30 percent of their total capacity according to Stanford researchers. That means the grids we already built are massively underused, and AI is the key to unlocking what is already there. But that is the smallest part of what he is saying. He is saying AI will crack nuclear fusion, the energy source that has been 30 years away for the last 60 years and DeepMind is already working with Commonwealth Fusion in the US to help AI contain plasma inside fusion reactors. His personal mission is to use AI to discover a room-temperature superconductor, a material that would allow electricity to travel with zero loss, something physics has never been able to deliver. The implications of that alone would reshape the entire global economy overnight. He is also saying AI will design next-generation batteries and build the best climate modeling systems humanity has ever had, using them to figure out exactly where the planet is breaking down. Think about what this means, the thing everyone is blaming for the energy crisis is the same thing being bet on to end it forever.
0:51

The man who won the Nobel Prize just told the world that AI is not the energy crisis, it is the cure for it. Everyone has been screaming about how much electricity AI consumes, the data centers, the training runs, the billions of queries every single day. Hassabis just said AI will extract 30 to 40 percent more efficiency out of national power grids, grids that, right now, operate at only 30 percent of their total capacity according to Stanford researchers. That means the grids we already built are massively underused, and AI is the key to unlocking what is already there. But that is the smallest part of what he is saying. He is saying AI will crack nuclear fusion, the energy source that has been 30 years away for the last 60 years and DeepMind is already working with Commonwealth Fusion in the US to help AI contain plasma inside fusion reactors. His personal mission is to use AI to discover a room-temperature superconductor, a material that would allow electricity to travel with zero loss, something physics has never been able to deliver. The implications of that alone would reshape the entire global economy overnight. He is also saying AI will design next-generation batteries and build the best climate modeling systems humanity has ever had, using them to figure out exactly where the planet is breaking down. Think about what this means, the thing everyone is blaming for the energy crisis is the same thing being bet on to end it forever.

Milk Road AI

41,417 views • 3 months ago

Nvidia CEO Jensen Huang today on the company’s investment in xAI: “The only regret I have about xAI is I didn’t give him more money. Almost everything that Elon Musk is part of, you really want to be part of as well, and he gave us the opportunity to invest in xAI. I’m delighted by that. That’s an investment into a great future company.”
0:33

Nvidia CEO Jensen Huang today on the company’s investment in xAI: “The only regret I have about xAI is I didn’t give him more money. Almost everything that Elon Musk is part of, you really want to be part of as well, and he gave us the opportunity to invest in xAI. I’m delighted by that. That’s an investment into a great future company.”

Sawyer Merritt

397,608 views • 9 months ago

SITUATION EXPLAINED: Why is China building a sovereign AI stack to compete with Nvidia? We asked Glinert 🇺🇸 🏭 and Mitchell Nahmias, co-founders of Sphere Semi. "What I see as the only real viable crack in Nvidia's armor is what's coming out of China, which is ironic given Jensen's famously kind of weird stance on China." "If you think about the things that Nvidia can do, the way that neural nets are trained into CUDA, the way they've built the data center rack into Nvidia, the way they've built memory infrastructure into Nvidia. The only thing that is incredible about China is they've built this sovereign stack for all of these things." "They are now in many ways seemingly able to actually have independent training capabilities for their own models that are entirely outside of Nvidia." "There is no threat to him but Xi Jinping. That he should take serious."
2:43

SITUATION EXPLAINED: Why is China building a sovereign AI stack to compete with Nvidia? We asked Glinert 🇺🇸 🏭 and Mitchell Nahmias, co-founders of Sphere Semi. "What I see as the only real viable crack in Nvidia's armor is what's coming out of China, which is ironic given Jensen's famously kind of weird stance on China." "If you think about the things that Nvidia can do, the way that neural nets are trained into CUDA, the way they've built the data center rack into Nvidia, the way they've built memory infrastructure into Nvidia. The only thing that is incredible about China is they've built this sovereign stack for all of these things." "They are now in many ways seemingly able to actually have independent training capabilities for their own models that are entirely outside of Nvidia." "There is no threat to him but Xi Jinping. That he should take serious."

MTS

26,278 views • 28 days ago