We're seeing a 'very expensive land grab' over supercomputers: The Information's Jessica Lessin

Elon doesn’t have scale data centers like Oracle.

Interviewee is regurgitating already disclosed news.

Why CNBC interview a person who doesn’t have the answer?

What I think is most interesting about Elon vs everyone else is they are all working on essentially personal assistance that in many ways do menial tasks like answering trivia questions, writing reports, explaining stuff, etc.. What Elon has done and is doing with Tesla Full Self Driving, the Tesla Optimus robot, Neural Link, and other projects is he's making world changing products with his that can power cars and robots and people. It just feels like he's got a much bigger incentive and much bigger plans for AI than the others. They're looking to grab the masses of average users for money while he's looking to change the world.

Great video, The first $100,000 invested was amazing. But when you hit $300,000 it’s like smashing the glass ceiling! I cried.

Let the big boys fight it out. All I care about is companies I invest in to keep selling to them.

Wise words: I think the future is unclear

In a competition for capacity or alocation, I don’t see why anyone would allocate sales to X or Tesla when AWS, Microsoft, Google, Oracle and Apple are demanding supply. Hyperscalers are much better customers.
It has been a decade since Elon said "screw Nvidia! We will design our own!”.

Elon said in the 20teens he was going to dominate AI with "Dojo”. Five years later he showed an actual computing unit -no word if it actually worked. Then finally in late 2023 he anounced his entry in the AI arms race…on Nvidia! The processors in tesla cars were also going to be moved to a proprietary Tesla design -that never happened.
Elon has no clue how long it takes to set up such a large datacenter. I have no doubt that Oracle will build far more capacity sooner.

Elon always demanding the impossible or he will do it himself!😮👍😀

One question, please! Is NVIDIA a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with a low percentage on my $236k portfolio and try to keep everything around 10%.

she said the next innovation wil change everything 💡 a.i
will be chat gpt 5 by 2025
we haven't even scratch the surface with the current one!!!
😒 🤔

They left out Meta, with it's multi billion open source Lama LLM

Musk’s ambitions may be unbounded, but his cashflow isn’t.