Baked beans are baked beans.
Bread is bread.
Cola is cola.
So why do some retail operations consistently outperform others selling the exact same products.
It is not the product but THE OPERATOR that makes the difference.
The branch manager.
The person making decisions about loss leaders and baskets and margins that most customers never think about.
tupac recorded 501 songs, but only 2 became top ten hits.
van gogh painted 2,100 paintings and only sold 1 while he was alive and it was 6 months before he died.
sabrina carpenter released 67 songs and five albums over the course of 10 years before she had her big hit "espresso."
glen powell spent 19 years trying to become an actor before "top gun: maverick" made him a star. 19 solid years.
and connor story spent 8 years waiting tables and he was ready to quit acting for good. and the day he almost got fired, he got an email and he found out that he got the lead actor role in "heated rivalry," the biggest acquired hbo show in history.
and you are giving up because you tried twice? or maybe 10 times?
look, a winner is just a loser that tried one more time and that's just it
winners lose more than losers even try.
Jensen Huang, CEO of Nvidia, is telling you where to invest in 2026.
He has personally directed Nvidia's capital into 8 specific companies for a combined total of over $45 BILLION.
This is where the most important company in the AI economy is putting its money.
Here’s the full list:
OpenAI: $30 billion
The largest commitment of the 8. Nvidia is funding the buildout of OpenAI's compute infrastructure from the inside. OpenAI is also Nvidia's single largest customer.
GLW Corning: $3.2 billion
Optical glass and fiber to physically connect AI clusters. You cannot move data between millions of GPUs without it.
IREN: $2.1 billion
AI cloud provider with one of the deepest power positions in North America.
MRVL Marvell: $2 billion
Custom networking chips that move data between GPUs at massive scale.
LITE Lumentum: $2 billion
Lasers and optical components for the fiber backbone of every AI data center.
COHR Coherent: $2 billion
Fiber optic transceivers that connect GPU clusters inside data centers.
CRWV CoreWeave: $2 billion
GPU-as-a-service provider. Nvidia's largest cloud customer outside the hyperscalers.
NBIS Nebius: $2 billion
AI cloud infrastructure company. Quietly building hyperscale GPU capacity for the AI labs.
Whatever Nvidia is buying is where the money is going next.
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