Loading video...

Video Failed to Load

Go Home

NEWS: Nvidia unveils its newest AI supercomputer. It will be available May 2025.

420,582 views • 1 year ago •via X (Twitter)

9 Comments

The Information's profile picture
The Information2 years ago

Elon Musk claims to have finished a 100,000-strong H100 cluster in four months. How likely is that?

Evil Jungle King's profile picture
Evil Jungle King1 year ago

Blackwell releasing for consumer purchase in May 2025? So he’s filled Elons 1M Blackwell order and likely Microsoft’s and has extra capacity to sell to the public? That’s kind of amazing.

JACKIS's profile picture
JACKIS1 year ago

Sell in May and go away? Will it be that simple?

Victoria❣️ Life of V's profile picture
Victoria❣️ Life of V1 year ago

They are firing with all cylinders🔥🔥

Made you look's profile picture
Made you look1 year ago

Grok 4 seems likely this year.

Sirius Cattitude's profile picture
Sirius Cattitude1 year ago

I'm more interested in Huang's jacket, anyone know where I can buy that?

Kellen's profile picture
Kellen1 year ago

they’re shipping pretty quick

Trading Kinetics's profile picture
Trading Kinetics1 year ago

$NVDA gapping up tomorrow

Chris Milas 🐂's profile picture
Chris Milas 🐂1 year ago

Dang! That’s the size of a Mac mini!!! Go Jensen and team!!!

Related Videos

Bloomberg warns that China’s AI price war may make profitability difficult for years. They should be more worried about Wall Street. If the price war continues, the real casualty may not be AI. It may be the entire valuation structure built around it. OpenAI and Anthropic are valued as though frontier intelligence will remain scarce, expensive, and capable of producing software-like margins. Hyperscalers are spending hundreds of billions on infrastructure based on that assumption. Nvidia’s valuation depends on those capital expenditures continuing for years. But Chinese models are driving token prices toward commodity levels. Usage can explode while revenue per token collapses. The servers become busier. The models become cheaper. The profits fail to appear. Nvidia has real revenue and real margins, so it is not the weakest link. But even Nvidia is priced on the belief that today’s extraordinary AI capital expenditure will remain economically justified. If cheaper models, better efficiency, and open weights destroy the expected returns on that infrastructure, Wall Street will not merely reprice OpenAI and Anthropic. It will reprice the entire AI chain. America built the AI bubble on Nvidia. Nvidia built its empire on TSMC. Taiwan built its economic security around TSMC. If Chinese efficiency destroys the economics of brute-force AI, the repricing will not stop in Silicon Valley. It will cross the Pacific and land in Hsinchu. AI may continue transforming the world while the AI bubble collapses. The internet survived 2000. The valuations did not.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

13,962 views • 1 month ago