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Nvidia’s CEO says everyone is watching the wrong 2 AI companies | Pirate Street Journal
HERE'S WHAT WE COVERED IN THIS EPISODE:
1. Wall Street is doing bubble math on two companies. Nvidia's CEO is counting a whole category.
OpenAI and Anthropic will bring in about $200 billion this year. The bubble crowd says that must double twice to pay for all the data centers. Jensen Huang says they're watching the wrong two companies. Only about a third of Nvidia's business comes from the big AI labs. A gigawatt of data center used to hold $5 billion in chips. Now it holds $50 billion. Call it category blindness: judging a brand-new market by its two loudest players. Christopher says the…
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