NVDA

Nvidia and Micron are two of the companies benefiting most from the huge increase in spending on creating data centers. Micron's revenue increased by more than 4 x in its most recently completed quarter from the same time last year, while Nvidia's revenues have soared to approach $303 billion.

You heard it from Nvidia directly. It's like dude we'd be at a we'd be at a double if it weren't for the constraints. So their constraint so like literally if we're at 100%. And we're like we're going to slow down to the tune of 30%. we would literally be at where constraints are for Nvidia.

This past week, we had a lot of great insight and updates from the biggest AI company itself, Nvidia. And I believe they continue continue to change the AI ecosystem.

Jensen also shared some information earlier this week. Retweeted that the H100 is a three-year-old training chip. Its rental price is up 22% on the month to $328 an hour.

They've got they're purposely going exclusive with Nvidia so they could get more chip allocation especially for orbital compute blah blah blah.

And that just reiterates to me, man, Nvidia feels cheap. And I've been complaining about Nvidia feeling chip uh cheap under the 227 line for what I feel like is months now.

Coreweave delivered fantastic news for Nvidia stock investors, suggesting that demand versus supply still remains in the favor of the sellers.

Boy, that's great news to hear if you're an Nvidia shareholder or if you're a Coreweave stock investor.

So Nvidia serves as the backbone, the primary supplier and main financial guarantor for Coree's ever expansive Neocloud operation. These data centers that coreweave operates are using components provided by Nvidia and then even beyond supplying 100% of the advanced GPUs powering Coreweave's data centers. So it's exclusive relationship with Coreeave.

Nvidia to keep on the growth will invest 99 billion into other businesses so that the businesses have the backing of Nvidia can borrow more money because it's backed by Nvidia and buy more of Nvidia chips.

Without this, Nvidia would not grow as fast and perhaps the whole house of AI cards would revert.