bg2clips (@bg2clips)

Pinned post

🛰️ @elonmusk wants 10 gigawatts of compute by the end of 2027. @JensenHuang says Nvidia now counts @SpaceX alongside its cloud provider customers, and the two companies' engineers are designing a server for space:

"In the two parts of our chart, Elon used to be under enterprise. That's the way we reported the numbers. Now he's part of our CSPs... They're massive.

He's using our technology for his own AI in training models and such, deploying models, of course... And the demand for GrokBot, the consumption for GrokBot is really skyrocketing. And then, of course, he rents it. And so the combination of these three things, he's fairly unique in doing that...

He loves the intersection between computing and the physical build-outs... And nobody knows more about energy than he does.

And one particular new market that we're going to go explore together is putting data centers out in space. So our two engineering teams are working super closely together to create a new type of server, a new type of architecture that might be super good... in space and on Earth."

— @JensenHuang, CEO of @nvidia on @BG2Pod with @altcap

4:45

bg2clips @bg2clips 2d

💸 @altcap put Warren Buffett's biggest complaint on tech companies to Jensen Huang:

BRAD: "One of the reasons that Buffett has said he doesn't like technology companies is they have this hit, they produce an enormous amount of free cash flow, and rather than ever giving any of it back to the shareholders, they go and spend it on something else.

And oftentimes, the something else isn't as good as the thing that caused them to generate the cash flow in the first place.

You guys are now spending over 50% of your free cash flow, buying back your stock, effectively returning it to shareholders while you have this exponential growth at the same time."

JENSEN: "We said 50%. I think this last quarter, we did 60% some-odd."

— @JensenHuang and Brad Gerstner on the @BG2Pod

1:32

bg2clips @bg2clips 4d

Brad warned at the All-In Summit that election-driven regulations could wipe out 10 percentage points of the Nasdaq’s 15% gain this year, especially if Texas restricts new data centers. With AI stocks now falling, his warning is looking pretty timely.

Fireside Alpha Verified account @firesidealpha 4d

Brad Gerstner says AI stocks reversed 5 to 10% overseas on the blue tsunami, with Nvidia down 2% and CoreWeave down 6% after hours, on fears a Hinojosa win in Texas brings a data-center moratorium

“Here’s where my eyes are on. If you look at overseas stocks, so these are overseas trading in Japan, Korea, etc., they’ve had about a 5 to 10% reversal in the last two hours on the news."

"The big fear here, of course, and I think it’s overblown, but the big fear is that in a blue tsunami, particularly in the state of Texas, you have Hinojosa, who will issue a moratorium on new data centers, may make it difficult for the existing data centers to get permitted."

"If you recall, at the All-In Summit, we highlighted this as a risk to markets. And so if you look at pre-market now, or after hours, on Nvidia and CoreWeave: Nvidia is down 2%, CoreWeave is down 6%. The flight path for the balance of 2026. At the time, the NASDAQ was up 15%. Now it’s up 11%. And we pointed out that the election and regulation associated with that really was a risk."

"And it looks like if we just opened where the market is down right now, the NASDAQ would be up 8% for the year. So on this flight path, we said it could give up 10 of that 15, take us down to five. Now we’re going to be at eight tomorrow. Could be worse by the time it’s done. So we may test taking the NASDAQ all the way back to flat for the year.”

View quoted post on X

bg2clips @bg2clips Oct 28

🇺🇸 “I’ve never met a greater patriot.” Jensen Huang thanked @altcap for making Trump Accounts into a reality:

"Somebody who cares so much about the industry, but even more so the country.

Your gift and your enthusiasm, and just tireless energy in coordinating, pulling together a lot of people in order to do something great like what you did.

Incredible."

— @JensenHuang, CEO of @nvidia , with Brad Gerstner on the @BG2Pod

0:24

bg2clips @bg2clips Oct 26

💰 Nvidia CEO @JensenHuang on why customers will put $100 billion on chips nobody has seen yet:

"For a company to be as large as us gaining share tells you something about the resilience and the size and scale of our advantage...

Let me give you an example. Let's just do a thought experiment right now. If you had to hand somebody a $100 billion check to place a purchase order, right now for a next generation, if you want to get in line for Vera Rubin Ultra, it's close to placing order time...

And so let's say... you got to place $100 billion on somebody. One, how do you know it's going to be any good?

But because @nvidia builds it, you know it's going to be better than Vera Rubin. And Vera Rubin's awesome.

And the reason why Vera Rubin, the reason why everybody had confidence in Vera Rubin is because Blackwell is awesome.

And the world of computing, the workloads that these computers do are so complex...

And the number of technologies that have to come together to deliver the performance is insane.

And so the question is, sight unseen, who can you place a $50B to $100B order on?

We're literally the only one."

— Jensen Huang with @altcap on @BG2Pod

2:56

bg2clips

Latest posts 5