NVIDIA

NVDA

Market cap $5.2T

Nvidia stock was edging up as the market looks ahead to the Computex conference next week.

It's hard to believe that shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) could still have gas left in the tank as the firm reports absolutely stunning results to a tough crowd that continues to discount, or even dismiss, the massive strides that Jensen Huang's empire has been making.

Wedbush's Dan Ives went on The Pomp Podcast with Anthony Pompliano and laid out a thesis that should reframe how you think about every AI position in your portfolio.

CoreWeave (NASDAQ:CRWV) just booked the largest customer commitment in its short public life and the largest quarterly loss in its short public life, inside the same earnings report.

When AMD CEO Lisa Su arrived in China last week just days after Nvidia's CEO left, she kept a much lower profile than Jensen Huang, who ​drew crowds in the centre of the capital as he posed for photos and ate local delicacies like Beijing-style soybean paste noodles.

At Taiwan's annual Computex trade show next week, the spotlight ​is likely to be dominated, as usual, by Nvidia and its products, but also by the island's central and growing role ‌in AI infrastructure.

Nvidia (NASDAQ: NVDA) is deepening its push into photonics, the light-based technology that could become the next big battleground in artificial intelligence infrastructure. The company has spent the past two months striking deals with suppliers that make the lasers, optical components and fibre connections needed to move data inside massive AI data centres.

Nvidia has committed at least $6.5 billion to companies developing photonics technology since March this year. Photonics is considered to be a more efficient way to transfer data than the current standard process of using more costly electricity running on copper, which is thought to be a major blocker to the rollout of AI.

Peter Schiff, the gold bug and Euro Pacific Capital chief who has spent two decades predicting the next dollar crisis, used his podcast The Peter Schiff Show episode “The Debt, the AI Bubble, and Strategy's Liquidity Crisis

Somewhere along the path that made Nvidia (NASDAQ: NVDA | NVDA Price Prediction) the world's most valuable company, Jensen Huang became the world's 8th richest person at $176 billion.