NVIDIA
Mentioned as the visible, obvious AI hardware/company bet that many investors default to when thinking about AI investing.
Videos Mentioning NVIDIA

"Gold Just Had Its Worst Day In History — Here's Why That Should Terrify You" | Jaspreet Singh
Tom Bilyeu
Mentioned as the visible, obvious AI hardware/company bet that many investors default to when thinking about AI investing.

The Shape of Compute (Chris Lattner of Modular)
Latent Space
A major GPU manufacturer whose hardware and software (CUDA) are central to the discussion, often serving as a benchmark for Modular's technology.

Kevin O'Leary: Every Time You Get Paid, Do This! It 10xs Your Income Without Having To Work Harder!
The Diary Of A CEO

Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
All-In Podcast

Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
All-In Podcast
Mentioned as one of the tech companies driving market performance.

The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private
All-In Podcast
Graphics processing unit (GPU) manufacturer, mentioned for its successful performance and for Jensen Huang's flexible stance on remote work.

Semiconductors: Everything You Wanted to Know
The Knowledge Project Podcast
Discussed in the context of technology and performance, potentially related to GPUs.

DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
All-In Podcast
Semiconductor company whose H100 GPU is central to AI training, discussed in the context of export restrictions to China and market impact.

Ray Dalio: US Debt Spiral, How to Avoid Disaster | The All-In Interview
All-In Podcast
A company discussed in the context of AI advancements and potential investment opportunities, but also its risks in a tech war.

Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
All-In Podcast
A technology company specializing in GPU manufacturing, will build and operate AI infrastructure for the Stargate Project. Its growth and Jensen Huang are mentioned.

2025 Predictions: Tech, Business, Media, Politics!
All-In Podcast
Its GPUs are mentioned as driving the demand for compute, and the company is seen as a long-term winner due to AI growth.

LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
All-In Podcast
Announced a $3,000 personal AI computer (Project Digits) and plans for physical AI like robotics and self-driving at CES, aiming to expand beyond cloud GPU revenue.

The All-In Holiday Spectacular
All-In Podcast
Jensen Huang is named as an obvious choice for best CEO not named Elon Musk, due to NVIDIA's performance, compounding growth, and built-in advantages finally paying off.

DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback
All-In Podcast
A technology company known for designing graphics processing units (GPUs). Its GPUs are crucial for training AI models, and access to them dictates leadership in the AI hardware war.

Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC
All-In Podcast
Mentioned for its GPUs, used for building large language models.

New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
All-In Podcast
Its Blackwell chip and H100 GPUs are discussed in relation to AI supercomputer buildouts and supply.