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The Financial Times reported that NVIDIA is going to backstop a $50B lease for a data center in Texas. But tae kim argues the headline doesn't tell the full story. The $50B figure only applies if NVIDIA renews the lease after 15 years, bringing the total lease value to... show more

TBPN

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44,413 просмотров • 2 месяцев назад •via X (Twitter)

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$NVDA is becoming more and more undervalued, and the competitive threat from TPU and Trainium are red herrings, says tae kim. "The stock is almost as cheap as it's ever been. It's trading at 19x forward P/E. That's below the S&P 500, which is growing at like 10%. Nvidia's growing at 80%." "The numbers that people put out there for the competition is a rounding error. It's a low-single-digit number compared to what Nvidia's going to grow over the next few years." "What people keep forgetting is that Nvidia has a trillion dollars in orders. They're the ones who have locked down all the memory, wafers, and optical. They're pretty much the only game in town if you want to buy AI GPU capacity." From his appearance on the show last week.

$NVDA is becoming more and more undervalued, and the competitive threat from TPU and Trainium are red herrings, says tae kim. "The stock is almost as cheap as it's ever been. It's trading at 19x forward P/E. That's below the S&P 500, which is growing at like 10%. Nvidia's growing at 80%." "The numbers that people put out there for the competition is a rounding error. It's a low-single-digit number compared to what Nvidia's going to grow over the next few years." "What people keep forgetting is that Nvidia has a trillion dollars in orders. They're the ones who have locked down all the memory, wafers, and optical. They're pretty much the only game in town if you want to buy AI GPU capacity." From his appearance on the show last week.

TBPN

104,874 просмотров • 4 месяцев назад

Nvidia $NVDA is at roughly a $160B run rate for the data center. In an interview with Caroline Hyde from Bloomberg Technology, I discuss the path to a $300B run rate plus the constraints that Nvidia and the broader AI market face as we approach future generations of GPUs.

Nvidia $NVDA is at roughly a $160B run rate for the data center. In an interview with Caroline Hyde from Bloomberg Technology, I discuss the path to a $300B run rate plus the constraints that Nvidia and the broader AI market face as we approach future generations of GPUs.

Beth Kindig

905,452 просмотров • 1 год назад

A self-contained room at Saka Lane, Abule Ijesha, is available for lease for 10 months at ₦900k (total payment). It has an AC, a bed with frame, a washing machine and a fridge in good condition. There is also a microwave (condition unknown). The owner has traveled and wants to lease out his remaining 10 months on the premises. The lessee can use the items for the duration of the lease. A student in the area is most preferred due to the lease duration, but it is open to anyone interested. Send me a DM if interested.

A self-contained room at Saka Lane, Abule Ijesha, is available for lease for 10 months at ₦900k (total payment). It has an AC, a bed with frame, a washing machine and a fridge in good condition. There is also a microwave (condition unknown). The owner has traveled and wants to lease out his remaining 10 months on the premises. The lessee can use the items for the duration of the lease. A student in the area is most preferred due to the lease duration, but it is open to anyone interested. Send me a DM if interested.

SCOREpion 🦂⚽🔥

15,417 просмотров • 2 месяцев назад

This woman lives in a house with a landlord that nickels and dimes her for anything and everything. His latest way to make money off of her is installing a pay system to charge her for the washer and dryer that he already had in the home at the time she signed the lease. I don’t get how he can include it on the lease but then charge her for using it. When her lease is up she’s probably going to move out but for the time being would it be wise just to use a laundromat?

This woman lives in a house with a landlord that nickels and dimes her for anything and everything. His latest way to make money off of her is installing a pay system to charge her for the washer and dryer that he already had in the home at the time she signed the lease. I don’t get how he can include it on the lease but then charge her for using it. When her lease is up she’s probably going to move out but for the time being would it be wise just to use a laundromat?

SonnyBoy🇺🇸

106,589 просмотров • 6 месяцев назад

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 sells sand to Nvidia for $700 that Nvidia sells for $50,000 His words: what to invest in: "we're investing in things that increase the GPU utilization rate - because if you take a GPU from 30% utilized to 60%, you've doubled the output of that AI factory" what not to Invest in: "the models will basically go to zero - the data center is a commodity - energy might be short for a while but is also a commodity - the only thing in the whole stack with real value is the data moat and reinforcement learning" "the GPU has gotten 50 times faster in the last four years - that's a big part of why we're living through this AI revolution" he doesn't rent intelligence - he owns the thing it runs on bookmark & watch - see how below with local agent ↓

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 sells sand to Nvidia for $700 that Nvidia sells for $50,000 His words: what to invest in: "we're investing in things that increase the GPU utilization rate - because if you take a GPU from 30% utilized to 60%, you've doubled the output of that AI factory" what not to Invest in: "the models will basically go to zero - the data center is a commodity - energy might be short for a while but is also a commodity - the only thing in the whole stack with real value is the data moat and reinforcement learning" "the GPU has gotten 50 times faster in the last four years - that's a big part of why we're living through this AI revolution" he doesn't rent intelligence - he owns the thing it runs on bookmark & watch - see how below with local agent ↓

bodila

312,443 просмотров • 2 месяцев назад

Where are DeepSeek and other Chinese AI firms going to be getting their chips over the next 5 years? Jordan Schneider says that without Nvidia hardware, they're just not going to be able to keep up. "There's this ratio between the US semi ecosystem and the China semi ecosystem. The capacity is like 15:1. "And you can project that out pretty clearly, doing some math around how much capex is being spent, how much equipment is being acquired, yield rates, etc." "So where is [DeepSeek founder Liang Wenfeng] going to get the chips? He's probably going to get as much Nvidia as he can get." "But the larger takeaway with the Chinese and Western ecosystems is that the Western one is way better capitalized and has way more straightforward access to chips, which is basically an order of magnitude better over at least the next 5 years." "So it's going to be rough sledding for Chinese firms." "The Chinese AI IPOs are making like, $500M. Or like $1B. And it's cute. But it's not $3 trillion. Or even $10B. And the reason that's the case is that they're not on the frontier — so they can't charge a premium — and they're compute-constrained." "If all the firms have is access to Chinese chips, it's going to be really difficult to make a lot of money, and keep paying for more chips, in the way that the Western labs have been able to mobilize the entire global financial system."

Where are DeepSeek and other Chinese AI firms going to be getting their chips over the next 5 years? Jordan Schneider says that without Nvidia hardware, they're just not going to be able to keep up. "There's this ratio between the US semi ecosystem and the China semi ecosystem. The capacity is like 15:1. "And you can project that out pretty clearly, doing some math around how much capex is being spent, how much equipment is being acquired, yield rates, etc." "So where is [DeepSeek founder Liang Wenfeng] going to get the chips? He's probably going to get as much Nvidia as he can get." "But the larger takeaway with the Chinese and Western ecosystems is that the Western one is way better capitalized and has way more straightforward access to chips, which is basically an order of magnitude better over at least the next 5 years." "So it's going to be rough sledding for Chinese firms." "The Chinese AI IPOs are making like, $500M. Or like $1B. And it's cute. But it's not $3 trillion. Or even $10B. And the reason that's the case is that they're not on the frontier — so they can't charge a premium — and they're compute-constrained." "If all the firms have is access to Chinese chips, it's going to be really difficult to make a lot of money, and keep paying for more chips, in the way that the Western labs have been able to mobilize the entire global financial system."

TBPN

52,507 просмотров • 28 дней назад

Brian Windhorst with an update about the Portland Trailblazers relocation drama: “It’s realistic but it’s definitely not a done deal, when the Allen estate sold the team they did a very short lease. Leases are usually 15-20 years, they did a 5 year lease. And there’s almost no protection in the lease for the Blazers to leave. Tom Dundalk isn’t interested in giving any money for this renovation. And it’s a messy one. The last thing i want you to know, earlier this year Adam silver said relocation in the NBA is not on the table. But as you know the nba is looking to expand to Las Vegas and Seattle. Those would be the two markets you’d want to move a team to. But that’s not going to be allowed by the NBA owners. They want to expand there, and get 7-8 Billion dollars for the expansion fee. Seattle and Las Vegas are not options. It’s not a good development if you’re a blazers fan.” This is getting crazy 😳 - Brian Windhorst

Brian Windhorst with an update about the Portland Trailblazers relocation drama: “It’s realistic but it’s definitely not a done deal, when the Allen estate sold the team they did a very short lease. Leases are usually 15-20 years, they did a 5 year lease. And there’s almost no protection in the lease for the Blazers to leave. Tom Dundalk isn’t interested in giving any money for this renovation. And it’s a messy one. The last thing i want you to know, earlier this year Adam silver said relocation in the NBA is not on the table. But as you know the nba is looking to expand to Las Vegas and Seattle. Those would be the two markets you’d want to move a team to. But that’s not going to be allowed by the NBA owners. They want to expand there, and get 7-8 Billion dollars for the expansion fee. Seattle and Las Vegas are not options. It’s not a good development if you’re a blazers fan.” This is getting crazy 😳 - Brian Windhorst

JayTakes

494,038 просмотров • 2 месяцев назад

Jensen Huang said Grok 5 will be 7 Trillion parameter model. On time to train, with the training window fixed at 1 month, the new Vera-Rubin GPU system of Nvidia needs 1/4 the number of systems compared with Blackwell to train the same frontier model. “factory throughput” improves by about 10x over Blackwell, and Blackwell itself was about 10x over Hopper. i.e. overall Rubin is roughly 100x Hopper in factory throughput per watt, which matters hugely, because a 1 GW, $50B data center is power-limited and revenue scales with throughput per watt. --- From Nvidia YT channel

Jensen Huang said Grok 5 will be 7 Trillion parameter model. On time to train, with the training window fixed at 1 month, the new Vera-Rubin GPU system of Nvidia needs 1/4 the number of systems compared with Blackwell to train the same frontier model. “factory throughput” improves by about 10x over Blackwell, and Blackwell itself was about 10x over Hopper. i.e. overall Rubin is roughly 100x Hopper in factory throughput per watt, which matters hugely, because a 1 GW, $50B data center is power-limited and revenue scales with throughput per watt. --- From Nvidia YT channel

Rohan Paul

165,770 просмотров • 8 месяцев назад

Jensen Huang says he is certain $3T in annual $NVDA revenue is possible as compute claims a far larger share of GDP than in the past. He says the opportunity is hard for people to grasp because there is no obvious incumbent for Nvidia to take share from.

Jensen Huang says he is certain $3T in annual $NVDA revenue is possible as compute claims a far larger share of GDP than in the past. He says the opportunity is hard for people to grasp because there is no obvious incumbent for Nvidia to take share from.

Shay Boloor

46,790 просмотров • 6 месяцев назад

US Ambassador to Israel Mike Huckabee donates $1 to Israel amid applause 'I know it's in the agreement — a contract, a 99-year lease on the property' 'That lease is renewable, and for it, we are to pay the sum of $1'

US Ambassador to Israel Mike Huckabee donates $1 to Israel amid applause 'I know it's in the agreement — a contract, a 99-year lease on the property' 'That lease is renewable, and for it, we are to pay the sum of $1'

RT Intl

17,906 просмотров • 2 месяцев назад

Ken Griffin was asked if AI could tell you which stocks to buy, before he bought the entire book of Leopold Aschenbrenner: "there are people that have a fantasy that LLMs are going to tell you which stocks to buy - and it's just a fantasy, just a fantasy" "but wouldn't they be smart enough to tell you which stocks to buy?" - "no, because they're not smart, they're just programmed - they are very good at thoughtfully regurgitating" this is him explaining why he thinks the productivity gains everyone is pricing in are still years away, why Nvidia reminds him of the California gold rush, and what he says is the one risk the market is completely missing "it's not clear to me that we're going to get the productivity gains out of AI that the market's broadly hoping for - they're not about to happen in the next 12 or 24 or 36 months" "this is like the gold mining in California - those that sold the picks made a lot of money - and Nvidia right now sells one of the most important ingredients in the AI story" "the question with every investment is whether or not it's the right price - that's the fundamental of investing" bookmark & watch the full conversation ↓

Ken Griffin was asked if AI could tell you which stocks to buy, before he bought the entire book of Leopold Aschenbrenner: "there are people that have a fantasy that LLMs are going to tell you which stocks to buy - and it's just a fantasy, just a fantasy" "but wouldn't they be smart enough to tell you which stocks to buy?" - "no, because they're not smart, they're just programmed - they are very good at thoughtfully regurgitating" this is him explaining why he thinks the productivity gains everyone is pricing in are still years away, why Nvidia reminds him of the California gold rush, and what he says is the one risk the market is completely missing "it's not clear to me that we're going to get the productivity gains out of AI that the market's broadly hoping for - they're not about to happen in the next 12 or 24 or 36 months" "this is like the gold mining in California - those that sold the picks made a lot of money - and Nvidia right now sells one of the most important ingredients in the AI story" "the question with every investment is whether or not it's the right price - that's the fundamental of investing" bookmark & watch the full conversation ↓

Сarm1ne

215,706 просмотров • 1 месяц назад

Investigation finds an Indian man in Texas was brought over on a H-1B visa to work a tech job Turns out that was fraud and instead he’s running a food truck, but that’s not all His Indian wife is opening up a bunch of businesses and having this man run them, this is illegal because according to the H-1B visa rules, he can not work anywhere but the job he was brought over to work The system is being scammed

Investigation finds an Indian man in Texas was brought over on a H-1B visa to work a tech job Turns out that was fraud and instead he’s running a food truck, but that’s not all His Indian wife is opening up a bunch of businesses and having this man run them, this is illegal because according to the H-1B visa rules, he can not work anywhere but the job he was brought over to work The system is being scammed

Wall Street Apes

397,592 просмотров • 6 месяцев назад

BREAKING: Michael Burry just compared Nvidia to the company that lost 90% of its value in the dot-com crash and took 25 years to recover. "I stand by my analysis. I am not claiming Nvidia is Enron. It is clearly Cisco." Here's the most recent warning from the investor who called the 2008 crash: Michael Burry built his reputation on one trade. He saw the housing market collapse before anyone else and bet against it. "The Big Short" made him famous. Now he's looking at Nvidia. And he says it looks like Cisco in March 2000. That comparison is not a casual insult. Cisco was the most valuable company in the world at the peak of the dot-com bubble. Its valuation crossed $500 billion. Then the bubble burst. The stock fell roughly 90% from its 2000 peak. Its market cap collapsed to about $60 billion by 2002. And it took roughly 25 years for the stock to climb back to where it started. An entire generation of investors waited a quarter century just to break even. That is the company Burry is comparing Nvidia to. Now here is the number that triggered the warning. In Nvidia's fiscal 2026 results, the company disclosed its purchase obligations. These are the commitments Nvidia makes to its suppliers to lock in future manufacturing capacity. A year ago, that figure sat at $16.1 billion. This year it jumped to $95.2 billion. Total supply obligations now sit at roughly $117 billion. Nvidia is committing $117 billion to build capacity for demand that has not arrived yet. Burry's argument is simple. A company does not lock in $117 billion in supplier commitments unless it is betting the demand keeps climbing. If that demand slows even slightly, Nvidia is holding billions in obligations it cannot unwind. And that is exactly what happened to Cisco. Cisco overcommitted to supplier capacity expecting roughly 50% annual growth. Then tech spending slowed. The inventory piled up. The stock cratered. Burry is not calling Nvidia a fraud. He is not saying it is the next Enron. He is saying it could be the market's Cisco. The single stock that becomes the symbol of an AI spending unwind that drags everything down with it. And the dot-com comparison carries weight because of what happened to the broader market. When that bubble burst, the Nasdaq 100 fell 77%. The S&P 500 dropped 49%. It was not just one stock. It was the whole market. Now here is the other side of the argument. Nvidia's supporters say the Cisco comparison is too simple. Because Cisco was riding hype. Nvidia is riding actual revenue. Nvidia reported fiscal 2026 revenue of $215.9 billion, up 65% year over year. Data center revenue alone hit roughly $193.7 billion, up 68%. Record quarterly data center revenue of $62.3 billion in the fourth quarter, up 75%. These are not promises. These are realized sales, booked and collected. The bulls argue that pricing power and margins this strong do not exist inside a pure bubble. In their view, Burry is warning about a future slowdown that has not shown up in a single quarterly report. So the debate splits into two clean halves. The bears say the $117 billion in commitments makes Nvidia dangerously sensitive to any demand slowdown. The bulls say the revenue is real, the growth is accelerating, and the buildout is justified by the orders already on the books. Both sides are looking at the same company. Both sides are looking at the same numbers. They just disagree on what those numbers mean. And there is a second force pulling at this market that has nothing to do with Nvidia's earnings. A wave of mega-IPOs is reportedly coming. SpaceX. OpenAI. Anthropic. Some estimates suggest the market may need to absorb close to $200 billion in fresh equity supply. That creates a quieter question underneath the Burry debate. Even if AI demand stays strong, capital is finite. When the next wave of private giants goes public, money has to come from somewhere. And the easiest place to pull it from is the stock that already tripled. The real test is not whether Burry is right or wrong today. It is whether demand growth, margins, and contract utilization keep matching the $117 billion that Nvidia and its entire ecosystem are committing right now. If the demand keeps climbing, the commitments look like foresight. If it stalls, they look like Cisco. The man who saw the last crash before anyone else just put a name on the risk. A company that was once worth over $500 billion, then lost 90%, then made its investors wait 25 years to get back to even. The numbers say Nvidia is booking record revenue. The same numbers say Nvidia is committing $117 billion to a future nobody can see. One of those facts ages well. The other one is the entire question.

BREAKING: Michael Burry just compared Nvidia to the company that lost 90% of its value in the dot-com crash and took 25 years to recover. "I stand by my analysis. I am not claiming Nvidia is Enron. It is clearly Cisco." Here's the most recent warning from the investor who called the 2008 crash: Michael Burry built his reputation on one trade. He saw the housing market collapse before anyone else and bet against it. "The Big Short" made him famous. Now he's looking at Nvidia. And he says it looks like Cisco in March 2000. That comparison is not a casual insult. Cisco was the most valuable company in the world at the peak of the dot-com bubble. Its valuation crossed $500 billion. Then the bubble burst. The stock fell roughly 90% from its 2000 peak. Its market cap collapsed to about $60 billion by 2002. And it took roughly 25 years for the stock to climb back to where it started. An entire generation of investors waited a quarter century just to break even. That is the company Burry is comparing Nvidia to. Now here is the number that triggered the warning. In Nvidia's fiscal 2026 results, the company disclosed its purchase obligations. These are the commitments Nvidia makes to its suppliers to lock in future manufacturing capacity. A year ago, that figure sat at $16.1 billion. This year it jumped to $95.2 billion. Total supply obligations now sit at roughly $117 billion. Nvidia is committing $117 billion to build capacity for demand that has not arrived yet. Burry's argument is simple. A company does not lock in $117 billion in supplier commitments unless it is betting the demand keeps climbing. If that demand slows even slightly, Nvidia is holding billions in obligations it cannot unwind. And that is exactly what happened to Cisco. Cisco overcommitted to supplier capacity expecting roughly 50% annual growth. Then tech spending slowed. The inventory piled up. The stock cratered. Burry is not calling Nvidia a fraud. He is not saying it is the next Enron. He is saying it could be the market's Cisco. The single stock that becomes the symbol of an AI spending unwind that drags everything down with it. And the dot-com comparison carries weight because of what happened to the broader market. When that bubble burst, the Nasdaq 100 fell 77%. The S&P 500 dropped 49%. It was not just one stock. It was the whole market. Now here is the other side of the argument. Nvidia's supporters say the Cisco comparison is too simple. Because Cisco was riding hype. Nvidia is riding actual revenue. Nvidia reported fiscal 2026 revenue of $215.9 billion, up 65% year over year. Data center revenue alone hit roughly $193.7 billion, up 68%. Record quarterly data center revenue of $62.3 billion in the fourth quarter, up 75%. These are not promises. These are realized sales, booked and collected. The bulls argue that pricing power and margins this strong do not exist inside a pure bubble. In their view, Burry is warning about a future slowdown that has not shown up in a single quarterly report. So the debate splits into two clean halves. The bears say the $117 billion in commitments makes Nvidia dangerously sensitive to any demand slowdown. The bulls say the revenue is real, the growth is accelerating, and the buildout is justified by the orders already on the books. Both sides are looking at the same company. Both sides are looking at the same numbers. They just disagree on what those numbers mean. And there is a second force pulling at this market that has nothing to do with Nvidia's earnings. A wave of mega-IPOs is reportedly coming. SpaceX. OpenAI. Anthropic. Some estimates suggest the market may need to absorb close to $200 billion in fresh equity supply. That creates a quieter question underneath the Burry debate. Even if AI demand stays strong, capital is finite. When the next wave of private giants goes public, money has to come from somewhere. And the easiest place to pull it from is the stock that already tripled. The real test is not whether Burry is right or wrong today. It is whether demand growth, margins, and contract utilization keep matching the $117 billion that Nvidia and its entire ecosystem are committing right now. If the demand keeps climbing, the commitments look like foresight. If it stalls, they look like Cisco. The man who saw the last crash before anyone else just put a name on the risk. A company that was once worth over $500 billion, then lost 90%, then made its investors wait 25 years to get back to even. The numbers say Nvidia is booking record revenue. The same numbers say Nvidia is committing $117 billion to a future nobody can see. One of those facts ages well. The other one is the entire question.

Insider Trackers

285,425 просмотров • 4 месяцев назад

In response to a question on the expansion of Coimbatore airport, I noted that our state would only lease the needed land to the AAI/Union Govt, and not transfer ownership to them, as before. The lease would include a clause that the lease amount would be kept at a minimum token value as long as the airport was operated by AAI itself. If the Union Govt decides to hand over the airport to private players, the lease payments to Tamil Nadu would go up to reflect the then-prevailing market value of the land, or we should get an equity stake in the airport equivalent to the then-prevailing value of the land. And that TN has declined AAI’s suggestion that they should have the right to sub-lease the land to a private operator (at the concessional lease rent) without our consent (and at the token value lease payment). (Part 1 of my concluding speech on 28 March 2023)

In response to a question on the expansion of Coimbatore airport, I noted that our state would only lease the needed land to the AAI/Union Govt, and not transfer ownership to them, as before. The lease would include a clause that the lease amount would be kept at a minimum token value as long as the airport was operated by AAI itself. If the Union Govt decides to hand over the airport to private players, the lease payments to Tamil Nadu would go up to reflect the then-prevailing market value of the land, or we should get an equity stake in the airport equivalent to the then-prevailing value of the land. And that TN has declined AAI’s suggestion that they should have the right to sub-lease the land to a private operator (at the concessional lease rent) without our consent (and at the token value lease payment). (Part 1 of my concluding speech on 28 March 2023)

Dr P Thiaga Rajan (PTR)

415,945 просмотров • 3 лет назад

Rent prices in America are out of control American has a 2 bedroom apartment in Tampa, Florida. She just got her notice to renew her lease “My jaw fall to the ground… and not many things make my jaw fall to the ground quite like this. I live in Channelside. I live in Tampa. I live in a 2-bedroom apartment. So if I want to sign another 12 month long lease, which is the lease term I'm currently on, They are going to raise my rent over $1,000. Now this is where I want to make sure everyone's sitting down for this number. If I want to go month to month, the rent will be $11,438.” The craziest part about this is it’s legal in Florida. There is no statewide rent control or cap on how much a landlord can increase rent The only thing that would call a rent increase into the illegal realm is if it’s retaliatory, discriminatory or inside of your current lease

Rent prices in America are out of control American has a 2 bedroom apartment in Tampa, Florida. She just got her notice to renew her lease “My jaw fall to the ground… and not many things make my jaw fall to the ground quite like this. I live in Channelside. I live in Tampa. I live in a 2-bedroom apartment. So if I want to sign another 12 month long lease, which is the lease term I'm currently on, They are going to raise my rent over $1,000. Now this is where I want to make sure everyone's sitting down for this number. If I want to go month to month, the rent will be $11,438.” The craziest part about this is it’s legal in Florida. There is no statewide rent control or cap on how much a landlord can increase rent The only thing that would call a rent increase into the illegal realm is if it’s retaliatory, discriminatory or inside of your current lease

Wall Street Apes

588,286 просмотров • 2 месяцев назад

Passenger on the cruise ship plagued with hantavirus makes a video pleading for people to see that they're not just a story or headline. Which is a little strange. Also, is he the only one with a phone to make videos? I'd think this would be all over social media?

Passenger on the cruise ship plagued with hantavirus makes a video pleading for people to see that they're not just a story or headline. Which is a little strange. Also, is he the only one with a phone to make videos? I'd think this would be all over social media?

Shipwreck

64,018 просмотров • 4 месяцев назад

The #Raiders have had a bunch of HC searches over the years, but this year is different — and how they’re approaching it is the key thing for people to understand:

The #Raiders have had a bunch of HC searches over the years, but this year is different — and how they’re approaching it is the key thing for people to understand:

Jordan Schultz

86,465 просмотров • 8 месяцев назад

Your boy with Jensen! What a day to be alive :) Got a chance to ask an exclusive Question to Jensen at the NVIDIA GTC Press QnA. Asking Jensen about the all new RTX Spark and how will it impact the market 2/3 years down the line. Starting the day with a QnA with Jensen Huang and this is me with Jensen, ladies and gentlemen! #jensen #nvidia NVIDIA AI NVIDIA

Your boy with Jensen! What a day to be alive :) Got a chance to ask an exclusive Question to Jensen at the NVIDIA GTC Press QnA. Asking Jensen about the all new RTX Spark and how will it impact the market 2/3 years down the line. Starting the day with a QnA with Jensen Huang and this is me with Jensen, ladies and gentlemen! #jensen #nvidia NVIDIA AI NVIDIA

Arsh Goyal

20,549 просмотров • 3 месяцев назад

Nvidia continues to dominate the AI industry with record earnings, explosive data center growth, and massive demand for compute. But the bigger story is what’s happening globally behind the scenes. China is aggressively competing with the United States on AI infrastructure, power generation, and data center expansion and they don’t want to rely on American chips to do it. This is no longer just about stocks it’s a global race for AI dominance.

Nvidia continues to dominate the AI industry with record earnings, explosive data center growth, and massive demand for compute. But the bigger story is what’s happening globally behind the scenes. China is aggressively competing with the United States on AI infrastructure, power generation, and data center expansion and they don’t want to rely on American chips to do it. This is no longer just about stocks it’s a global race for AI dominance.

Kevin O'Leary aka Mr. Wonderful

12,462 просмотров • 4 месяцев назад