Nvidia (NVDA) CEO Huang says will invest USD 30bln in OpenAI; USD 100bln not in the cards as OpenAI IPO limits investment opportunity; USD 10bln investment in Anthropic probably will be the last, via MS Conference

• Last earnings were the single best print in history, you can't hold the stock back
• Compute equals revenues.
• Compute will equal GDP."
• Funding for the AI boom is crystal clear.
• "Three new growth vectors. OpenAI at AWS. Anthropic at both AWS and Azure. And MSL. [our] demand profile went from being incredibly high to higher than that". "Higher than "incredibly high" is bullish, my friends.

Nvidia's CEO announcing a major investment in OpenAI, alongside indications that further large-scale funding is unlikely, signals a strategic pivot in their AI investment landscape. The positive sentiment surrounding their earnings and future demand for AI services illustrates Nvidia's growing role in the sector, potentially bolstering their position in software and semiconductor markets. The mention of decreased investment in competing firms like Anthropic implies a refinement of their focus, which could influence investor confidence and market dynamics.