MARCH 4, 2026 AT 06:34 PM
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
Importance
Level 1
- 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.
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