Latent Space AI How Nvidia Became the Most Important Company on Earth
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Nov 5, 2025 Nvidia's staggering $5 trillion market cap highlights its dominance in AI and tech. The discussion uncovers the significance of new Blackwell chips amid geopolitical tensions between the US and China. Jaeden emphasizes Nvidia’s ambitious forecast of $500 billion in AI chip sales. The company’s push into new industries and the growing demand for GPUs reflects broader trends in robotics and telecom. Insights into Nvidia's investment in OpenAI reveal its role in propelling chip demand, making GPUs both scarce and valuable.
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GPU Demand, Not Just Hype
- NVIDIA's market surge is driven by GPU demand for AI rather than pure hype.
- Their stock climbed from about $11 in Oct 2022 to over $200 as AI workloads exploded.
Personal Purchase During The Dip
- Jaeden describes buying NVIDIA after a crash and doubling his position since April.
- He notes the stock fell to about $94 earlier this year before rising above $200.
Announcements Fuel Momentum
- Geopolitics and leadership comments amplify investor excitement about NVIDIA's new Blackwell chips.
- Jensen Huang's $500 billion AI chip sales projection and supercomputer builds intensified buying.