ChatGPT: OpenAI, Sam Altman, AI, Joe Rogan, Artificial Intelligence, Practical AI Nvidia’s $5 Trillion Rise and the AI Bubble Debate
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Nov 5, 2025 Nvidia's staggering rise to a $5 trillion valuation sparks a heated debate over an AI bubble. Despite skepticism, the conversation dives into Nvidia's innovative chips and the impressive projections for sales. The demand for GPUs is skyrocketing, especially for AI applications, fueling concerns over scarcity. The podcast also showcases OpenAI's massive user base, highlighting a genuine need for AI services. With geopolitical implications and the future of AI investments on the table, the discussion leaves listeners pondering if this growth can continue.
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Explosive Nvidia Growth Driven By GPUs
- NVIDIA shares surged ~1500% over five years and doubled since April amid AI demand.
- Jaeden Schafer attributes gains to real GPU sales, not just hype.
Personal Trade During Nvidia Dip
- Jaeden recalls buying Nvidia in April after a dip from $142 to $94 and doubling since.
- He reflects on missing the 2022 low but benefiting from the 2024 rebound.
From Chips To Full Data Centers
- Nvidia's valuation jump ties to new Blackwell chips and announced supercomputers for government and industry.
- The company is selling whole data-center projects, not just individual GPUs.