“AI wouldn’t exist without Nvidia, at least not in its current form.”
So argues Stephen Witt, a journalist and author of the book “The Thinking Machine: Jensen Huang, Nvidia, and the World’ Most Coveted Microchip.” The Motley Fool’s Chief Investment Officer, Andy Cross, and Fool contributor Jose Najarro caught up with Witt for a conversation about:
- What Jensen Huang is afraid of.
- Whether anything can stop the current capex cycle.
- Where Nvidia’s next $3 trillion in market cap could come from.
The full version of this conversation is able to Motley Fool members via our Fool24 livestream, available here: https://www.fool.com/premium/news-and-analysis/media
Companies/tickers discussed: NVDA, META, MSFT, AAPL, TSM
Hosts: Andy Cross, Jose Najarro
Guest: Stephen Witt
Producer: Mac Greer, Mary Long
Engineer: Rick Engdahl, Austin Morgan
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