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Nvidia

Nvidia

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Technology company that designs graphics processing units (GPUs) and AI computing hardware.

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Scott Galloway recommends
"Nvidia is probably the most attractive mega cap out there."

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"I got into Nvidia really really at an early stage too back in like 2021 2022 before it blew up."
"NVIDIA is an incredible partner. They've put invested vast sums of both people hours into building this really safe autonomy stack."
"Even back when I was a grad student, I was in a lab doing biophysical simulations, molecular dynamics, and we had a Tesla GPU back then just for the computations. It was about 15 years ago now."

Also mentioned (34)

Casual references without a clear endorsement

The Game w/ Alex Hormozi mentioned "Jensen Huang owns 4% of Nvidia." ▶ 0:03
Ben Horowitz mentioned "Nvidia will make enough chips, but then we won't have enough memory." ▶ 0:09
Mario Harik mentioned "You look at today where the latest Google TPUs and where the Nvidia chipsets are at we're talking..." ▶ 1:30:41
Tristan Harris mentioned "The more GPUs and Nvidia chips you point at sort of growing this digital brain, the more intellig..." ▶ 0:37
David Friedberg mentioned "Nowadays, it's NVIDIA to some degree. It's Google." ▶ 7:58
Andrew Dai mentioned "That's from Spike Ventures, Menlo Ventures, Automator, and Nvidia" ▶ 1:35:30
TBPN mentioned "when we saw what Jensen was building and the momentum that Nvidia was building in the data center" ▶ 2:52:32
Sergey Levine mentioned "When I was in college, I got an internship at Nvidia that really got me to experience some cool s..." ▶ 1:12:32
Bill Gurley mentioned "People want to understand why the Nvidia multiple won't go higher. I think it's the circular deals." ▶ 0:44
Alex Hormozi mentioned "Jensen Huang owns 4% of Nvidia." ▶ 0:06
20VC with Harry Stebbings mentioned "The debrief on Grok's twenty billion dollar deal to Nvidia" ▶ 0:18
Peter H. Diamandis mentioned "Nvidia would get there faster if they could get the chips made because the demand is there" ▶ 0:24
Daniel Roberts mentioned "I think it's fair to say Nvidia has a massive head start. The ecosystem they've incubated the sta..." ▶ 1:31:05
Alex Kolicich mentioned "Level one is chips. Obviously Nvidia dominant but there's been a lot of new things there we're ex..." ▶ 0:17
Tom Bilyeu mentioned "Every dollar a GCC nation spends intercepting drones is a dollar that doesn't flow to Nvidia in t..." ▶ 20:49
Joe Lonsdale mentioned "right now Nvidia dominates that with Intel and AMD. That's over 99%, but there's a lot of new chi..." ▶ 6:50
My First Million mentioned "Tesla's building like their own GPUs to like the equivalent of the Nvidia chips. And he bought hu..." ▶ 12:48
All-In Podcast mentioned "Nvidia 4.5 trillion market cap. That's up from 300 billion 36 months ago. So this is a company th..." ▶ 0:17
Nathan Lambert mentioned "Largely because the margin on NVIDIA chips is insane, and Google can develop everything from top ..." ▶ 12:45
David Sacks mentioned "there have been some stories recently I think uh Bloomberg and Reuters reported that they actuall..." ▶ 30:36