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Memory is a MASSIVE Constraint for GPUs $TSLA CEO Elon Musk mentioned this on his earnings call. $NVDA CEO Jensen Huang covers this. $MU, SK Hynix, and Samsung continue to hike prices as demand grows

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Sam Badawi

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11,027 次观看 • 5 个月前 •via X (Twitter)

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Air Force One has officially landed in China with President Trump, $TSLA CEO Elon Musk and $NVDA CEO Jensen Huang onboard. Other CEOs reportedly joining the trip: • $AAPL CEO Tim Cook • $MU CEO Sanjay Mehrotra • $QCOM CEO Cristiano Amon • $GS CEO David Solomon • $BLK CEO Larry Fink • $BX CEO Stephen Schwarzman • $BA CEO Kelly Ortberg • $GE CEO Larry Culp
0:33

Air Force One has officially landed in China with President Trump, $TSLA CEO Elon Musk and $NVDA CEO Jensen Huang onboard. Other CEOs reportedly joining the trip: • $AAPL CEO Tim Cook • $MU CEO Sanjay Mehrotra • $QCOM CEO Cristiano Amon • $GS CEO David Solomon • $BLK CEO Larry Fink • $BX CEO Stephen Schwarzman • $BA CEO Kelly Ortberg • $GE CEO Larry Culp

Shay Boloor

506,614 次观看 • 2 个月前

$NVDA CEO Jensen Huang says he wouldn’t be surprised if Elon Musk is the first to hit a gigawatt of AI compute. That’s the whole ballgame. $TSLA is quietly assembling one of the largest AI supercomputers on the planet to power FSD and Optimus.
1:33

$NVDA CEO Jensen Huang says he wouldn’t be surprised if Elon Musk is the first to hit a gigawatt of AI compute. That’s the whole ballgame. $TSLA is quietly assembling one of the largest AI supercomputers on the planet to power FSD and Optimus.

Shay Boloor

119,039 次观看 • 9 个月前

$NVDA I GOT TO ASK NVIDIA CEO, JENSEN HUANG, WHAT PRODUCT THE MARKET IS COMPLETELY UNAPPRECIATING, AND THIS WAS HIS ANSWER.
1:41

$NVDA I GOT TO ASK NVIDIA CEO, JENSEN HUANG, WHAT PRODUCT THE MARKET IS COMPLETELY UNAPPRECIATING, AND THIS WAS HIS ANSWER.

Jose Najarro Stocks

49,152 次观看 • 4 个月前

$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.
1:35

$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.

Shay Boloor

405,751 次观看 • 8 个月前

Jensen Huang: “We need memory for… HBM memory for performance. We need LPDDR for low-power memory.” Reporter: Is memory constraint an issue for NVIDIA this year? Jensen Huang: “The entire supply chain is challenging this year because demand is so much more. Supply has been growing 100% every year, but demand is going faster than that. We are going to have a very good year.” We are entering a Memory Supercycle $MU
0:50

Jensen Huang: “We need memory for… HBM memory for performance. We need LPDDR for low-power memory.” Reporter: Is memory constraint an issue for NVIDIA this year? Jensen Huang: “The entire supply chain is challenging this year because demand is so much more. Supply has been growing 100% every year, but demand is going faster than that. We are going to have a very good year.” We are entering a Memory Supercycle $MU

NIK

217,217 次观看 • 5 个月前

🚨 Video of the day — $DRAM ETF CEO Dave Mazza on Memory supercycle 👇 Stocks like $MU , $SNDK, SK Hynix and Samsung are up Triple digit % but EPS is revised up 6-8X for 2027/2028 📈
3:01

🚨 Video of the day — $DRAM ETF CEO Dave Mazza on Memory supercycle 👇 Stocks like $MU , $SNDK, SK Hynix and Samsung are up Triple digit % but EPS is revised up 6-8X for 2027/2028 📈

Sandeep Anand

88,957 次观看 • 2 个月前

$NVDA CEO Jensen Huang says GPUs are effectively sold out across the cloud with availability so tight that even renting older-generation chips has become difficult. Spot prices for GPU rentals are rising as a result which favors $NBIS, $IREN & $CIFR as demand pushes through limited capacity.
1:42

$NVDA CEO Jensen Huang says GPUs are effectively sold out across the cloud with availability so tight that even renting older-generation chips has become difficult. Spot prices for GPU rentals are rising as a result which favors $NBIS, $IREN & $CIFR as demand pushes through limited capacity.

Shay Boloor

212,563 次观看 • 6 个月前

I keep saying this, Elon Musk is a superhuman of our times. 100,000 GPUs / super computers cluster at XAi in 19 days was impossible ! Here’s NVIDIA CEO Jensen Huang saying it too. Hillary Clinton is too small to get even a fraction of Elon.
1:41

I keep saying this, Elon Musk is a superhuman of our times. 100,000 GPUs / super computers cluster at XAi in 19 days was impossible ! Here’s NVIDIA CEO Jensen Huang saying it too. Hillary Clinton is too small to get even a fraction of Elon.

🇦🇪 HGS

202,863 次观看 • 1 年前

What if the AI bubble was built on an engineered memory shortage? $MU just crashed over 17% from its recent high right as Micron, Samsung, and SK Hynix got hit with a federal lawsuit accusing them of restricting DRAM supply while AI demand sent prices up nearly 700%. The scary part? Samsung and SK Hynix already pleaded guilty to memory chip price fixing once before. And now the entire AI boom runs on their chips.
0:21

What if the AI bubble was built on an engineered memory shortage? $MU just crashed over 17% from its recent high right as Micron, Samsung, and SK Hynix got hit with a federal lawsuit accusing them of restricting DRAM supply while AI demand sent prices up nearly 700%. The scary part? Samsung and SK Hynix already pleaded guilty to memory chip price fixing once before. And now the entire AI boom runs on their chips.

Crypto Rover

91,882 次观看 • 21 天前

$NVDA CEO Jensen Huang praised $NBIS during his keynote. Nebius is positioning itself as a cloud utility for the agentic AI era built to deliver inference and AI compute efficiently at scale.
0:21

$NVDA CEO Jensen Huang praised $NBIS during his keynote. Nebius is positioning itself as a cloud utility for the agentic AI era built to deliver inference and AI compute efficiently at scale.

Shay Boloor

345,774 次观看 • 1 个月前

Seems like a consensus is forming amongst many smart people! This is Jensen Huang, CEO of $NVDA Basically WATCH OUT for the impending biotech BOOM 💥
1:20

Seems like a consensus is forming amongst many smart people! This is Jensen Huang, CEO of $NVDA Basically WATCH OUT for the impending biotech BOOM 💥

Gene Investing w/Anthony 🧬

1,877,651 次观看 • 2 年前

$NVDA NVIDIA CEO JENSEN HUANG SAYS AMOUNT OF COMPUTATION NECESSARY FROM GENERATIVE AI TO AGENTIC AI HAS GONE UP 1000% From his CNBC appearance today. It seems to me from the earnings, guidance, and investment reports that semiconductor demand continues to accelerate. This is the investment story of our lifetime in my opinion. It’s driving enormous earnings growth across many semis including $AMD $MU $INTC $TSM $WDC $SNDK
0:38

$NVDA NVIDIA CEO JENSEN HUANG SAYS AMOUNT OF COMPUTATION NECESSARY FROM GENERATIVE AI TO AGENTIC AI HAS GONE UP 1000% From his CNBC appearance today. It seems to me from the earnings, guidance, and investment reports that semiconductor demand continues to accelerate. This is the investment story of our lifetime in my opinion. It’s driving enormous earnings growth across many semis including $AMD $MU $INTC $TSM $WDC $SNDK

John Tinsman

284,973 次观看 • 2 个月前

"My friend Elon [Musk] is also working on this," Nvidia CEO Jensen Huang says on humanoid robots. "This is likely going to be one of the largest new consumer electronics markets, and surely one of the largest industrial equipment markets."
8:58

"My friend Elon [Musk] is also working on this," Nvidia CEO Jensen Huang says on humanoid robots. "This is likely going to be one of the largest new consumer electronics markets, and surely one of the largest industrial equipment markets."

Yahoo Finance

131,901 次观看 • 8 个月前

MICRON $MU CEO SAYS THE COMPANY CAN ONLY SUPPLY 50-65% OF WHAT CUSTOMERS NEED RIGHT NOW This isn’t just Micron, Samsung, or SK Hynix. It’s a full-stack constraint that benefits the broader memory and storage ecosystem, including NAND from $SNDK and $WDC, capacity-driven disks from $STX, and system-level storage platforms and arrays from $P. AI demand for DRAM is outpacing supply by an “unprecedented” gap. New fabs take years, and the shortage is expected to persist beyond 2026.
1:26

MICRON $MU CEO SAYS THE COMPANY CAN ONLY SUPPLY 50-65% OF WHAT CUSTOMERS NEED RIGHT NOW This isn’t just Micron, Samsung, or SK Hynix. It’s a full-stack constraint that benefits the broader memory and storage ecosystem, including NAND from $SNDK and $WDC, capacity-driven disks from $STX, and system-level storage platforms and arrays from $P. AI demand for DRAM is outpacing supply by an “unprecedented” gap. New fabs take years, and the shortage is expected to persist beyond 2026.

Sam Badawi

385,928 次观看 • 2 个月前

🇺🇸ELON “HAS A PHENOMENAL POSITION IN AI” Nvidia CEO Jensen Huang: “Elon has a great advantage because his AI factory for his cars is fantastic. He has a very large fleet of cars on the road… and he’s been working on this for a long time. Tesla is working on autonomous vehicles, and I think he’s working on exactly the right things.” Source: Elon Musk
0:20

🇺🇸ELON “HAS A PHENOMENAL POSITION IN AI” Nvidia CEO Jensen Huang: “Elon has a great advantage because his AI factory for his cars is fantastic. He has a very large fleet of cars on the road… and he’s been working on this for a long time. Tesla is working on autonomous vehicles, and I think he’s working on exactly the right things.” Source: Elon Musk

Mario Nawfal

2,026,644 次观看 • 11 个月前

Jensen Huang: “Demand is so strong that rental prices of 2 generation old GPUs are going up.” Jensen said this in January and Blackwell rental prices are up by 50% since then. The demand is so excessive now that Anthropic had to reduce default thinking effort of Claude to be able to serve everybody. There is simply not enough compute. $AMD $NVDA $NBIS $AMZN $ORCL
2:21

Jensen Huang: “Demand is so strong that rental prices of 2 generation old GPUs are going up.” Jensen said this in January and Blackwell rental prices are up by 50% since then. The demand is so excessive now that Anthropic had to reduce default thinking effort of Claude to be able to serve everybody. There is simply not enough compute. $AMD $NVDA $NBIS $AMZN $ORCL

Oguz Erkan

73,553 次观看 • 3 个月前

$NVDA CEO Jensen Huang said “buy $QCOM stock” while discussing edge AI and the need for AI chips inside smartphones. Qualcomm is positioned to benefit as more AI inference moves to devices.
0:57

$NVDA CEO Jensen Huang said “buy $QCOM stock” while discussing edge AI and the need for AI chips inside smartphones. Qualcomm is positioned to benefit as more AI inference moves to devices.

Shay Boloor

183,493 次观看 • 1 个月前

Elon Musk did in 19 days what others take 4 years to accomplish, and Nvidia CEO Jensen Huang explains how. In just 19 days, Musk’s team built a massive xAI factory from the ground up, complete with an advanced liquid-cooled infrastructure. This remarkable effort included deploying 100,000 GPUs, creating what is now the fastest supercomputer system on the planet. A project of this scale would typically require 3 years of planning and 1 year of execution. Yet Elon Musk and his team delivered the entire system in under three weeks.
0:48

Elon Musk did in 19 days what others take 4 years to accomplish, and Nvidia CEO Jensen Huang explains how. In just 19 days, Musk’s team built a massive xAI factory from the ground up, complete with an advanced liquid-cooled infrastructure. This remarkable effort included deploying 100,000 GPUs, creating what is now the fastest supercomputer system on the planet. A project of this scale would typically require 3 years of planning and 1 year of execution. Yet Elon Musk and his team delivered the entire system in under three weeks.

SMX 🇺🇸

2,217,168 次观看 • 8 个月前

$MU CEO Sanjay Mehrotra tells @JimCramer that he expects demand to continue to grow. "This is not a one-quarter phenomenon"
1:53

$MU CEO Sanjay Mehrotra tells @JimCramer that he expects demand to continue to grow. "This is not a one-quarter phenomenon"

Squawk on the Street

13,162 次观看 • 2 年前