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“we are going to have bumps in the road. I know that it's going to be like this but we're going to higher highs because the size of the prize. This is going to transform five ten 15% of global GDP.”
@BG2 Pod
The AI revolution is projected to transform 10% to 15% of global GDP, propelling the broader market to higher highs as compute demand explodes.
SPYLONG@ $743.00
$730.09-1.74%
since call Jun 11
peak +1.8%
“Nvidia is accelerating and they just continue to out execute their competitors... especially as long as we're in a watt constrained world, if you can get more tokens per watt, which is literally reven”
@BG2 Pod
With Elon Musk deploying 100,000-GPU clusters in just 19 days, Nvidia's unmatched power efficiency is cementing its monopoly and locking out custom ASICs.
NVDALONG@ $201.48
$199.52-0.97%
since call Jun 11
peak +4.3%
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