Wake Up to Money Nvidia keeps climbing
Nov 20, 2025
Nicky Masterman, CEO of Inspired HR, shares insights on AI's practical applications in HR and data protection challenges. Stephen Yu, co-founder of Whale Blue Growth Fund, analyzes Nvidia's stunning revenue growth and the potential risks of market concentration. Economist Simon French highlights the implications of AI adoption in the UK and discusses current inflation trends. Paul Greenwood from ExxonMobil UK addresses the closure of the Fife ethylene plant and its wider economic effects, emphasizing the impact of government policies on industry challenges.
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NVIDIA Driving AI Infrastructure Boom
- NVIDIA's sales surge reflects massive AI infrastructure demand, not a short-term fad.
- Stephen Yu and Jensen Huang argue the company is central to AI compute across training and deployment.
Protect Employee Data With Non‑Learning AI
- Protect sensitive employee data when using AI by using non-learning or enterprise-grade models.
- Nicky Masterman pays for enhanced ChatGPT access that prevents the platform from learning from uploaded data.
Rapid Revenue Leap In Three Years
- NVIDIA's revenue jumped dramatically from about $30bn in 2022 to roughly $200bn in 2025.
- Much of that growth comes from big tech spending on AI compute for cloud training and applications.