Microsoft $MSFT stock is currently up ~$300 Billion in after hours
$META stock is currently up ~$200 Billion in after hours
Nvidia $NVDA stock is currently up ~$80 Billion in after hours
"We are a few hundred billion dollars into building an infrastructure that will be worth several trillion."
Think about it. We haven’t even passed 10% of this transformation.
The internet boom was measured in billions. This one will be measured in trillions.
But what shocked me the most was:
Nvidia $NVDA CEO Jensen Huang just said:
Nvidia will resume H20 sales to China 🇨🇳 with a new compliant GPU which the US 🇺🇸 has reportedly assured Nvidia it will grant licenses for
Here is the full statement from Nvidia:
"This month, NVIDIA founder and CEO Jensen Huang promoted AI in both Washington, D.C. and Beijing — emphasizing the benefits that AI will bring to business and society worldwide.
In the U.S. capital, Huang met with President Trump and U.S. policymakers, reaffirming NVIDIA’s support for the Administration’s effort to create jobs, strengthen domestic AI infrastructure and onshore manufacturing, and ensure that America leads in AI worldwide.
In Beijing, Huang met with government and industry officials to discuss how AI will raise productivity and expand opportunity. The discussions underscored how researchers worldwide can advance safe and secure AI for the benefit of all.
Huang also provided an update to customers, noting that NVIDIA is filing applications to sell the NVIDIA H20 GPU again. The U.S. government has assured NVIDIA that licenses will be granted, and NVIDIA hopes to start deliveries soon. Finally, Huang announced a new, fully compliant NVIDIA RTX PRO GPU that “is ideal for digital twin AI for smart factories and logistics.”
As Huang noted during his visits, the world has reached an inflection point — AI has become a fundamental resource, like energy, water and the internet. Jensen emphasized NVIDIA’s commitment to support open-source research, foundation models and applications, which democratize AI and will empower emerging economies in every region, including Latin America, Europe, Asia and beyond.
“General-purpose, open-source research and foundation models are the backbone of AI innovation,” Huang explained to reporters in D.C. “We believe that every civil model should run best on the U.S. technology stack, encouraging nations worldwide to choose America.”"
I have a friend who used to work for 2 billionaires after all he's seen he said to me, "I wish you not one penny over $299 million. Reality gets completely lost somewhere after that."
I think about that sometimes.