The AI Investor
@The_AI_Investor
NVIDIA Daily | A fan of Jensen Huang & Elon Musk | My posts are not investment advice | Join Patreon community for portfolio updates & more on AI Investing.
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$GOOG higher capex: "We now expect to invest approximately $85B in Capex in 2025, up from our previous estimate of $75B." $NVDA
$GOOG $GOOGL Alphabet CFO guiding for even higher capex going forward: "We now expect to invest approximately $85B in Capex in 2025, up from our previous estimate of $75B. Our updated outlook reflects additional investment in servers, the timing of delivery of servers and an…
So Google is not dead and NOW is not killed by PLTR. Got it.
😀 Stop using Hopper for performance benchmark.
Don't worry - H100/H200s won't be worthless anytime soon. It will still be a valuable baseline that impressive AI accelerator upstarts like mAtX, EtChEdAi, oPeNAI TiTan cHip, MeTa MtIAv3, MsFt MaIA, etc can use in their performance comparisons.
America's AI action plan ai.gov/action-plan
🇺🇸 Today is a day we have been working towards for six months. We are announcing America’s AI action plan putting us on the road to continued AI dominance. The three core themes: - Accelerate AI innovation - Build American AI infrastructure - Lead in international AI…
Hi all, Just posted a new article - Nvidia revenue for 1 GW AI data center Jensen has been saying the number is about $40b to $50b, but many analysts estimated ~$25b only. Check it out.
xAI's GB200 server cables
Cable pr0n of @xAI GB200 servers at Colossus 2
Strange day for $NVDA to be down 2.5% With Sam's OpenAI & Elon's xAI GPU projections. Congrats $TSLA for making it to the top 10.
How my portfolio went parabolic thanks to AI. Toward the end of 2022, I went all-in on $TSLA. The market was pricing it purely based on its core business, while all the AI optionality came essentially for free. I was the AI Investor, and getting real world AI for free!!! Then…
Elon just said: "The @xAI goal is 50 million in units of H100 equivalent-AI compute (but much better power-efficiency) online within 5 years" Math test: how many Blackwell equivalent ?
The @xAI goal is 50 million in units of H100 equivalent-AI compute (but much better power-efficiency) online within 5 years