Questions NVIDIA's PR push responding to share price decline and Michael Burry's criticism
Host
Dan Ives
Views NVIDIA's transparency as strength, not weakness - Jensen Huang is front and center, demand-supply ratio is 12:1 for NVIDIA chips
Raises Intel comparison - asks why NVIDIA isn't vulnerable to vertical integration by big tech companies making their own chips
Host
Dan Ives
NVIDIA has 4-year technology advantage over anyone including Huawei, big tech vertical integration is good but doesn't threaten NVIDIA's dominance due to massive demand
Questions AI revenue model - cites Sam Altman's funding challenges and ChatGPT's limited current revenue
Host
Dan Ives
Enterprise adoption only at 3% in US, consumer applications haven't started, for every dollar spent companies get $12-20 back in revenue
Questions if Google might win enterprise race given existing relationships with 40,000 companies
Host
Dan Ives
Many winners including Microsoft, Oracle, Google - sees Apple betting on Gemini, US ahead of China in tech for first time in 30 years
Asks if NVIDIA at monthly low is incredible buying opportunity
Host
Dan Ives
Every sell-off is buying opportunity, sees NVIDIA reaching $5-6 trillion market cap, calls Jensen Huang the Godfather and NVIDIA the Rocky Balboa of AI revolution