โFor a time is coming when people will no longer listen to sound and wholesome teaching. They will follow their own desires and will look for teachers who will tell them whatever their itching ears want to hear. They will reject the truth and chase after myths.โ
2 Timothy 4:3-4
@pepemoonboy at this point feels like weโre at the roulette table and either putting the chips on red or black. And
black (being) victory for the US winning but thereโs always still some hesitation
President Trump is reportedly set to name $META founder Mark Zuckerberg, $ORCL founder Larry Ellison & $NVDA founder Jensen Huang to a new tech advisory panel on AI and emerging technologies.
The council is expected to advise on AI policy and other key tech issues.
$NVDA is building the infrastructure for the largest technological transformation in human history and still trades at a lower multiple than a paint company.
$NVDA confirmed a deal to supply $AMZN AWS with 1 million GPUs through 2027.
The deal also includes Spectrum networking and ConnectX infrastructure showing how spending is expanding beyond GPUs into the full AI stack.
Elon Musk just made something clear:
$Tesla and SpaceX will keep buying $NVDA chips at scale.
That matters because it reinforces a bigger point:
Even companies building their own custom AI chips still need Nvidia for large-scale AI compute today.
Musk says:
Tesla is developing its in-house AI5 chip for Optimus and robotaxi
xAIโs Colossus already runs on Nvidia H and Blackwell systems
Tesla and SpaceX will still keep ordering Nvidia chips at scale
The AI stack is not shifting away from Nvidia overnight.
Itโs becoming a hybrid world: custom silicon + Nvidia at scale