Nvidia

This infrastructure build-out isn't stopping.

Nvidia's fiscal year 28 guidance of 70% growth, it's supply constrained, it's not demand constrained.

So the hyperscalers, they're not canceling data center orders, the memory companies, they still have three to five years take or pay contracts.

So the physical build-out is continuing regardless.

But the question has to be asked, how can you evaluate AI risk when the technology itself is becoming a liability? And that framework has to be based upon separating the companies that benefit from AI deployment, regardless of who deploys it and why, from the companies whose business model depends on unrestricted Take Nvidia, for example.

Their memory companies, their infrastructure builders, power providers, they benefit regardless.

They sell the picks and shovels.

It shows the power of holding long-term.

For the person who said, I wish I would have bought AMD instead of Nvidia, the answer is to have both.

It has helped my portfolio tremendously and a good lesson for everyone here in a space to hold the top two for 10 years and you'll be good.

Number three, 53% of investors are now bearish on the stock market the most since 2025.

I was on tour, obviously pandemic happened March 20, March 30th, 2020.

And I just had all this, you know, extra just dry powder, for lack of a better word, just sitting in a savings account.

And so I've been doing a lot of research and I also was hearing a lot about stocks, you know, watching you guys, my little brother's dad was putting me on to stocks and things of that nature, so I just bought the simple stuff, Apple, Microsoft, Nvidia, and them lots, man.

I still ...

Following, I believe, SK Hynix, Samsung earlier this year.

Of course, let's not forget the granddaddy, Nvidia, the canary in the coal mine for anything AI related.

I

don't know, but my concern is that any time markets jump like this, with new record highs being set, there's always this thing called gravity that will always bring it back down.

This weekend, I got 3D games working with Moonlight and Sunshine.

So streaming with the open source kind of equivalent of NVIDIA's Shield streaming.

And it works really well.

And I really like the displays, basically.

And President Trump isn't wrong.

Now, there is There is one piece of this that, as yet, China cannot overcome, and that would be the advanced processors that you're seeing coming, especially from NVIDIA, but not exclusively.

And again, Jensen Wong, the CEO of NVIDIA, is supposed to be a guest at the state dinner with Xi Jinping later this week in Washington, D.C., Sunday, Scott Besson and Jameson Greer, U.S. Trade Representative, standing in the lobby of the JPMorgan Chase headquarters, said that the groundwork has been laid for talks between President Trump and Xi Jinping on Thursday, and the two sides have agreed to operationalize a new so-called Board of Trade agreement.

that the leaders discussed when they met in May in Beijing, and Greer says that today these notions are closer to becoming reality.

Greer says that the U.S. and China are still discussing what non-sensitive items could be considered for lower tariffs, but that the list could include, potentially, consumer and agricultural goods, energy products, and medical devices.

A state dinner is planned, and there's a lot of ground for President Trump to cover.

We know that Sam Altman, Open CEO, Open AI CEO, there we go, and Jensen Wong, the CEO CEO of NVIDIA, are going to be in attendance at that state dinner.

And I'm very curious to see what exactly it is two people who have so much to gain through the proliferation of artificial intelligence have to say after a state dinner with our chief rival on artificial intelligence.

Are we going to see two corporations that walk away with a better understanding of what it is that the CCP seeks to accomplish? Or are we going to see two capitalists looking to improve market share even at the expense of American national security? But this is not the only issue that President Trump will be finessing at the dinner.

The Vision Pro would allow the surgeon to see the patient but also see things like surgical planning tools and CT scans.

AI chip giant NVIDIA is spending $13 billion to buy AI platform Hugging Face.

Researchers use it to share millions of artificial intelligence models.

NVIDIA is promising to keep the platform open to everyone.

Hugging Face is also the company that was hacked by rogue AI agents from OpenAI.

And you may be able to get into some very real conversations in the comment section of TikTok soon.

Yeah, and you know, on the same vein, if you click the Article 3 AI National Neutrality, so the Chinese models and the American models, there is like, you know, AI using Chinese models while using an American model.

well in reality everybody in the world is using both right so nobody's saying oh we would only use american models or chinese models so i think one of the examples they called is um just not just models but technologies as well so they talked about like saudi arabia's model where they are building it off of minimax which is um i've forgotten what minimax model is what minimax model proper model is but they are using nvidia chips But nobody's going to, the idea that America was trying to push, which is, hey, we want countries to pick a side.

It's not real because nobody wants to do that.

Yeah.

Among the most notable breakthroughs in green energy tech was a 3D aluminum microchannel thermosiphon heat sink, which has broken through the limitations of regular 3D vapor chambers.

We developed this cooling technology for NVIDIA's GPUs, add high-performance computing chips.

The heatsink is made entirely of aluminum.

Costs are 40% lower than existing cooling systems.