Inside Nvidia’s “Thinking Machine”

Inside Nvidia’s “Thinking Machine”

“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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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Jaksot(2370)

SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver?

SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver?

Netflix is showing signs of maturity as growth slows, but is its valuation becoming attractive? SpaceX reported explosive revenue growth, and Elon Musk is projecting a staggering $1 trillion annual re...

21 Loka 23min

GE & GM Earnings and Deals, Deals, Deals

GE & GM Earnings and Deals, Deals, Deals

Third quarter earnings reports are coming in fast, but this week kicks off with two Hidden Gem stocks making acquisitions to shore up their businesses. Lou, Matt, and Tyler discuss Salesforce's acquis...

20 Loka 23min

Investors Shoot for the Moon

Investors Shoot for the Moon

Description: The quantum computing space needs to make progress on error correction before quantum computers are useful, and in the past week, both Alphabet and Quantinuum have made announcements rega...

19 Loka 24min

Why the Companies Most at Risk of Disruption Are Usually the Most Successful Ones

Why the Companies Most at Risk of Disruption Are Usually the Most Successful Ones

Disruption rarely arrives from the direction an industry expects. It came for retail from a bookseller in Seattle, for taxis from software engineers who had never driven one, and for photography from ...

18 Loka 32min

10 Tips for Harvesting Investment Losses

10 Tips for Harvesting Investment Losses

Somewhere in your portfolio, you probably have a loser -- an investment that is now worth less than what you paid for it. However, all is not lost. If that investment is in a non-retirement account (i...

17 Loka 16min

Flying Cars, Smart Homes, and Cracks in the AI Boom

Flying Cars, Smart Homes, and Cracks in the AI Boom

Apple and Tesla are unveiling futuristic products, but are they solving real problems or just creating new ones? Travis Hoium, Lou Whiteman, and Jason Moser debate the future of smart homes, flying ca...

16 Loka 38min

Is Berkshire Bending the Rules With Bending Spoons?

Is Berkshire Bending the Rules With Bending Spoons?

When you think “companies Berkshire Hathaway likes”, often we think of mature, almost iconic businesses that have produced consistent results for years. Bending Spoons, an acquirer of legacy digital a...

15 Loka 23min

Can Apple Take Over Your Home?

Can Apple Take Over Your Home?

Apple is making a new push into smart homes, but will consumers pay premium prices for products they can already get elsewhere? ASML’s latest earnings highlight booming AI chip demand and the limitati...

14 Loka 16min

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