In the USA, AI data centers will need around 20 to 30 gigawatts (GW) of combined power by late 2027. 30 GW is about 5% of US average current power generation capacity and 2.5% of China’s. 30 GW would be around 25% of power generation capacity in Japan, 50% in France, and 90% in the …
SpaceX, Nvidia and Tesla will all have huge new breakout technologies in 2026. Tesla stock (closing $459) is seen drifting sideways or slightly down until the November 6 annual meeting, where Elon’s compensation vote could catalyze upside. Tesla Q4 production looks solid with 90-100K/month in Shanghai, aiding 500K quarterly goal. We give a bullish 2026 …
Nvidia CEO Jensen Huang’s keynote at NVIDIA’s GTC conference in Washington D.C. was a sweeping celebration of American innovation and a call to action for America to lead the AI revolution. NVIDIA at the epicenter of this next Apollo moment. The 90-minute talk blended technical deep dives, major announcements, and forward-looking visions for AI, quantum …
Nvidia CFO clarified $500 billion in datacenter revenue at analyst dinner yesterday. 30% already shipped as of end-October. Morgan Stanley had modeled ~$407B cumulative Blackwell + Rubin for 2025-26 vs $500B, implying ~$93B upside. The Timing is unclear but you’ll start seeing larger magnitude beats (on revenue and income). This will be about 12 million …
Nvidia today announced it is partnering with Uber to help build the world’s largest Level 4 autonomous fleet, targeting 100,000 Robotaxis starting in 2027. Nvidia will work with Uber to scale the world’s largest level 4-ready mobility network, using the company’s next-generation robotaxi and autonomous delivery fleets, the new Nvidia Drive AGX Hyperion 10 autonomous …
TSMC’s semiconductor manufacturing facility in Phoenix celebrates the first NVIDIA Blackwell wafer produced on U.S. soil. The US Nvidia Blackwell has reached volume production. The chip packaging is still done in Taiwan. TSMC Arizona will produce advanced technologies including two-, three- and four-nanometer chips, as well as A16 chips, all essential for applications like AI, …
AMD Helios rack-scale solution. These are liquid-cooled, 72-GPU racks powering AMD Instinct MI450 Series GPUs, AMD EPYC CPUs (Venice) and do feature integrated UALoE scale-up connectivity. Oracle buying 50K MI450 for 2026. Is that about $2 billion. The AMD Helios is a next-generation, open-standard, rack-scale AI infrastructure platform designed for large-scale AI training, inference, and …
Broadcom and OpenAI announced a multi-year strategic collaboration to co-develop and deploy 10 gigawatts (GW) of custom AI accelerators and integrated networking systems. This is OpenAI’s start at designing its own AI processors. This builds on the Nvidia and AMD GPU supply deals. Broadcom’s stock is up about 10% (adding ~$150 billion to market cap) …
Amazon shows how capex-heavy bets can terrify investors yet compound into fortunes. From 1997–2003, Amazon had over $5 billion in cumulative losses amid relentless infrastructure spends—warehouses, servers, logistics—totaling ~$10B adjusted, or 5–6x annual revenues at peaks. In 1999, Amazon’s market cap was approximately $25.7 billion, fell as low as $3.6 billion in 2001 and got …
Tesla’s overnight and daytime price swings around $425-450 and the day ended at $436. The sell-off was due to disappointment over the new affordable Model 3 and Y not being as revolutionary or cheap as some hoped. Expecting a strong Q3 earnings call on October 22, EPS beats (65–75¢ vs. analyst 39–59¢ estimates) . Energy …
Nvidia’s $100 billion commitment to OpenAI over a few years is one of several circular deals Nvidia is making. Upstream chip sales fuel downstream infrastructure bets, creating a self-reinforcing loop that has propelled Nvidia’s market cap to $4.6 trillion. Nvidia Q2 operating cash flow hit $15.4 billion and a growing $56.8 billion war chest. Projections …