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Jensen Huang’s interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS, $IREN, $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time.

Shay Boloor

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299,605 次观看 • 7 个月前 •via X (Twitter)

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$NVDA CEO Jensen Huang says AI is triggering the largest infrastructure buildout in human history with estimates pointing to ~$85T of investment over the next 15 years spanning energy, chips, data centers & AI factories. The AI buildout still in its early innings.

$NVDA CEO Jensen Huang says AI is triggering the largest infrastructure buildout in human history with estimates pointing to ~$85T of investment over the next 15 years spanning energy, chips, data centers & AI factories. The AI buildout still in its early innings.

Shay Boloor

157,039 次观看 • 7 个月前

NVIDIA NEWS COULD CRUSH THESE STOCKS🚫 $NVDA just announced they are raising the prices of various GPU by +15%. This will cause stress for names like $CRWV $IREN $NBIS Worth mentioning Burry just went short on CRWV these NeoClouds are the definition of high risk/high reward👇

NVIDIA NEWS COULD CRUSH THESE STOCKS🚫 $NVDA just announced they are raising the prices of various GPU by +15%. This will cause stress for names like $CRWV $IREN $NBIS Worth mentioning Burry just went short on CRWV these NeoClouds are the definition of high risk/high reward👇

JEFE TRADES 🔪

43,720 次观看 • 22 天前

Tom Lee on CNBC says we've seen this movie before. He compares today's AI skepticism to 1994–95, when investors questioned whether Cisco and the internet buildout were sustainable. If he's right, companies building the AI infrastructure $IREN, $NBIS, and $CIFR may still be in the early innings. His view? • AI remains in very good shape. • Hyperscaler AI spending is unlikely to slow. • Recent consolidation is more about market positioning than a broken AI thesis. History doesn't repeat, but it often rhymes.

Tom Lee on CNBC says we've seen this movie before. He compares today's AI skepticism to 1994–95, when investors questioned whether Cisco and the internet buildout were sustainable. If he's right, companies building the AI infrastructure $IREN, $NBIS, and $CIFR may still be in the early innings. His view? • AI remains in very good shape. • Hyperscaler AI spending is unlikely to slow. • Recent consolidation is more about market positioning than a broken AI thesis. History doesn't repeat, but it often rhymes.

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$IREN is building Horizon with 750 miles of high-bandwidth fiber & two 100MW GPU superclusters. AI demand is scaling faster than traditional build timelines & IREN is one of the few operators that can deliver the power-secured capacity at the speed this cycle now requires.

$IREN is building Horizon with 750 miles of high-bandwidth fiber & two 100MW GPU superclusters. AI demand is scaling faster than traditional build timelines & IREN is one of the few operators that can deliver the power-secured capacity at the speed this cycle now requires.

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Introducing On Demand GPU compute. No more technical server management—just launch your AI application with a few clicks! ⚡️ Stay tuned for the On-Demand GPU processing launch. -This is the last tweet, Beware of scam links-

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Bill Ackman says this is a good environment to deploy capital. We’re still in the earliest innings of the AI economy and what may become the largest industrial buildout in human history.

Bill Ackman says this is a good environment to deploy capital. We’re still in the earliest innings of the AI economy and what may become the largest industrial buildout in human history.

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$NVDA CEO Jensen Huang is saying there’s no bubble because AI manufactures intelligence in real time which means every query consumes fresh compute & forces the system to scale its GPU base as usage grows. That is why demand for GPUs & power keeps accelerating & why this looks like a genuine industrial build-out rather than a bubble.

$NVDA CEO Jensen Huang is saying there’s no bubble because AI manufactures intelligence in real time which means every query consumes fresh compute & forces the system to scale its GPU base as usage grows. That is why demand for GPUs & power keeps accelerating & why this looks like a genuine industrial build-out rather than a bubble.

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405,773 次观看 • 10 个月前

Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon… These 5 layers include: 1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO 2. Chips ~ $NVDA, $AMD, $TSM, $AVGO 3. Cloud Infrastructure ~ $AMZN, $MSFT, $GOOGL, $CRWV 4. Models ~ $META, $ORCL 5. Applications ~ $PLTR, $TSLA All these names will see generational upside in 2026 as AI continues to expand rapidly. Save this for later…

Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon… These 5 layers include: 1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO 2. Chips ~ $NVDA, $AMD, $TSM, $AVGO 3. Cloud Infrastructure ~ $AMZN, $MSFT, $GOOGL, $CRWV 4. Models ~ $META, $ORCL 5. Applications ~ $PLTR, $TSLA All these names will see generational upside in 2026 as AI continues to expand rapidly. Save this for later…

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390,709 次观看 • 4 个月前

$IREN is by far my favorite buy among the neo cloud companies right now. While $NBIS is up more than 180% YTD, $IREN is sitting at just +55%. The market is still massively underestimating one thing: Power. $IREN 5GW of contracted power is a real moat, and in the AI era, that matters more than almost anything else. As Jensen $NVDA said: “None of the bottlenecks like memory or chip production last longer than a couple of years. What’s different is energy. You can’t create an industry without energy. You can’t build anything without energy, and those things take a long time.” This is the real AI bottleneck. Not chips. Not memory. Energy. $IREN already has it. Those 5GW will be fully utilized. Just like $AMD eventually massively outperformed $NVDA after lagging for a long time, I believe the same setup is happening here. Right now, $IREN is lagging $NBIS. That won’t last forever. Buy the laggard.

$IREN is by far my favorite buy among the neo cloud companies right now. While $NBIS is up more than 180% YTD, $IREN is sitting at just +55%. The market is still massively underestimating one thing: Power. $IREN 5GW of contracted power is a real moat, and in the AI era, that matters more than almost anything else. As Jensen $NVDA said: “None of the bottlenecks like memory or chip production last longer than a couple of years. What’s different is energy. You can’t create an industry without energy. You can’t build anything without energy, and those things take a long time.” This is the real AI bottleneck. Not chips. Not memory. Energy. $IREN already has it. Those 5GW will be fully utilized. Just like $AMD eventually massively outperformed $NVDA after lagging for a long time, I believe the same setup is happening here. Right now, $IREN is lagging $NBIS. That won’t last forever. Buy the laggard.

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Jensen Huang said $NVDA helped support names like $CRWV & $NBIS early on because many of today’s AI clouds would not have scaled the same way without that backing. He said the point was not to pick winners but to help the broader Nvidia ecosystem thrive.

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Shay Boloor

59,450 次观看 • 5 个月前

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Jensen Huang, CEO of Nvidia, is telling you where to invest in 2026. He has personally directed Nvidia's capital into 8 specific companies for a combined total of over $45 BILLION. This is where the most important company in the AI economy is putting its money. Here’s the full list: OpenAI: $30 billion The largest commitment of the 8. Nvidia is funding the buildout of OpenAI's compute infrastructure from the inside. OpenAI is also Nvidia's single largest customer. GLW Corning: $3.2 billion Optical glass and fiber to physically connect AI clusters. You cannot move data between millions of GPUs without it. IREN: $2.1 billion AI cloud provider with one of the deepest power positions in North America. MRVL Marvell: $2 billion Custom networking chips that move data between GPUs at massive scale. LITE Lumentum: $2 billion Lasers and optical components for the fiber backbone of every AI data center. COHR Coherent: $2 billion Fiber optic transceivers that connect GPU clusters inside data centers. CRWV CoreWeave: $2 billion GPU-as-a-service provider. Nvidia's largest cloud customer outside the hyperscalers. NBIS Nebius: $2 billion AI cloud infrastructure company. Quietly building hyperscale GPU capacity for the AI labs. Whatever Nvidia is buying is where the money is going next. At The Assembly, we’re a team of 8 with one goal: help you find the right stocks early. Turn notifications on so you don’t miss our alerts. This is VERY important. If you’re not following us yet, you will regret it later.

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Nvidia $NVDA CEO Jensen Huang was asked about AI and what it will do to the job market "This is the largest infrastructure buildout in human history. That's going to create a lot of jobs"

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45,803 次观看 • 7 个月前

The deal between $IREN and $NVDA means everything for $IREN. Jensen already said: “If we didn’t help CoreWeave $CRWV exist, they would not exist. If we didn’t support $NBIS, they wouldn’t be where they are today. If we didn’t support Nscale, they wouldn’t be where they are today. We invest in our ecosystem because I want our ecosystem to thrive.” The most important part of this deal is not the 5 GW that $IREN can now deploy with $NVDA infrastructure. It’s not the $3.4B that $NVDA will pay for $IREN cloud services over the next 5 years. It’s the fact that $NVDA now has a vested interest in seeing $IREN succeed. That changes everything. Huge news for all $IREN shareholders.

The deal between $IREN and $NVDA means everything for $IREN. Jensen already said: “If we didn’t help CoreWeave $CRWV exist, they would not exist. If we didn’t support $NBIS, they wouldn’t be where they are today. If we didn’t support Nscale, they wouldn’t be where they are today. We invest in our ecosystem because I want our ecosystem to thrive.” The most important part of this deal is not the 5 GW that $IREN can now deploy with $NVDA infrastructure. It’s not the $3.4B that $NVDA will pay for $IREN cloud services over the next 5 years. It’s the fact that $NVDA now has a vested interest in seeing $IREN succeed. That changes everything. Huge news for all $IREN shareholders.

Daniel

237,430 次观看 • 4 个月前

I genuinely don’t understand how anyone can watch tonight and still think $NVDA is just a GPU company. What Jensen laid out was a blueprint for the operating system of the AI economy and 2026 is when it starts showing up everywhere in the real world.

I genuinely don’t understand how anyone can watch tonight and still think $NVDA is just a GPU company. What Jensen laid out was a blueprint for the operating system of the AI economy and 2026 is when it starts showing up everywhere in the real world.

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$NBIS is not building a business around renting bare metal to hyperscalers. $NBIS is building toward becoming a hyperscaler itself. The CEO explained that the $27B deal with $META is effectively split into two parts: • $12B for providing bare metal capacity to $META • $15B of backstop capacity allowing $NBIS to leverage $META commitment to secure lower-cost financing for its own cloud infrastructure $NBIS isn't just selling capacity. It is using $META’s financial strength to accelerate the buildout of its own AI cloud platform while targeting thousands of AI companies and enterprises. This deal is bigger than revenue. It is strengthening the foundation for what $NBIS wants to become.

$NBIS is not building a business around renting bare metal to hyperscalers. $NBIS is building toward becoming a hyperscaler itself. The CEO explained that the $27B deal with $META is effectively split into two parts: • $12B for providing bare metal capacity to $META • $15B of backstop capacity allowing $NBIS to leverage $META commitment to secure lower-cost financing for its own cloud infrastructure $NBIS isn't just selling capacity. It is using $META’s financial strength to accelerate the buildout of its own AI cloud platform while targeting thousands of AI companies and enterprises. This deal is bigger than revenue. It is strengthening the foundation for what $NBIS wants to become.

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39,734 次观看 • 3 个月前

Today’s $IREN announcement of $2.8B in new multi-year AI Cloud contracts helps address the two biggest concerns surrounding its transformation into an AI cloud platform. The first is funding since building a GPU fleet requires billions of dollars before revenue arrives but customer prepayments covering ~45% of the related GPU spending reduce IREN’s upfront burden and demonstrate real financial commitment. The second is customer concentration since $MSFT and $NVDA provided strong validation but IREN still needed to prove it could attract a broader range of customers/workloads and these new contracts suggest that diversification is now underway.

Today’s $IREN announcement of $2.8B in new multi-year AI Cloud contracts helps address the two biggest concerns surrounding its transformation into an AI cloud platform. The first is funding since building a GPU fleet requires billions of dollars before revenue arrives but customer prepayments covering ~45% of the related GPU spending reduce IREN’s upfront burden and demonstrate real financial commitment. The second is customer concentration since $MSFT and $NVDA provided strong validation but IREN still needed to prove it could attract a broader range of customers/workloads and these new contracts suggest that diversification is now underway.

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$NBIS co-founder Roman Chernin explained why the next AI bottleneck is running inference efficiently at scale. That’s why Nebius is building Token Factory around model optimization, orchestration & agentic AI deployment instead of acting like a basic GPU rental business.

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