nvidia

Nvidia CEO Jensen Huang is drawing a line in the sand. According to the tech visionary, the biggest threat to Artificial Intelligence isn’t a rogue algorithm—it’s the "science-fiction" narratives we tell ourselves about it.
Speaking on the No Priors podcast, Huang argued that widespread “AI doomerism” is no longer just a philosophical debate. It has become a market barrier that is actively hurting society, stalling development, and scaring away the capital needed to make AI safe.
The High Cost of Fear-Mongering
Huang describes 2025 as a “battle of narratives.” He points out a dangerous imbalance: roughly 90% of the current discourse focuses on catastrophic, end-of-the-world scenarios.
When "very well-respected people" push these gloomy predictions, the consequences are real:
Frozen Capital: Investors and institutions become hesitant to deploy funds.Stalled Safety: Ironically, this lack of investment prevents the development of the very safeguards and improvements that would make AI more secure.Policy Paralysis: Governments react to fear rather than focusing on constructive regulation.
Optimism as a Strategy
This isn't just about protecting Nvidia's bottom line; it's about the trajectory of human innovation. Huang aligns with other leaders like Microsoft’s Satya Nadella, arguing that we need to stop obsessing over "Terminator" scenarios and start focusing on utility.
Huang contends that the "doomer" mindset is “too simplistic.” By focusing on hypothetical disasters, we are missing the immediate opportunity to build systems that boost productivity and solve real-world problems. He actively disputes claims—like those from Anthropic’s Dario Amodei—regarding mass white-collar job replacement, viewing AI as a tool for augmentation, not extinction.
The Bottom Line
We cannot build the future if we are too terrified to fund it. Huang’s message to the finance and tech world is clear: The best way to ensure AI safety is to invest in its improvement, not to strangle it with fear.
Is the narrative of "doom" actually more dangerous to our economy than AI itself? 👀
#Aİ #Nvidia $TAO $FET

Michael Saylor @saylor posted that the strongest-performing asset categories over the past decade are now clear:
🔹 Digital intelligence: #NVIDIA ( $NVDA)
🔹 Digital credit: #Strategy ( $MSTR)
🔹 Digital capital: #Bitcoin ( $BTC)
His remarks once again place Bitcoin alongside core U.S. technology equities, reinforcing its long-term narrative as “digital capital.” They also reflect an institutional view in which AI, crypto assets, and capital structure are increasingly converging.

President Donald Trump met with Intel CEO Lip-Bu Tan at the White House on Thursday to discuss the strategic direction of the iconic American chipmaker. The meeting comes as the U.S. government continues to expand its ownership in Intel as part of a broader push to bring advanced semiconductor manufacturing back to the United States.
Trump later posted on his social media platform Truth Social, praising the meeting and highlighting the “great progress” Intel has made in developing cutting-edge chips domestically. Headquartered in Santa Clara, California, Intel remains one of the most recognized names in the computer hardware industry.

Government Stake in Intel Surges — and It’s Not Over
As part of its national strategy to strengthen domestic chip production, the U.S. government began purchasing Intel shares last year. It currently holds approximately 5.5% of the company, with the Trump administration aiming to reach a 10% stake.
Intel’s stock price has soared more than 70% since the government's interest became public, delivering substantial gains to investors. According to Trump, the surge has generated “tens of billions of dollars” for the American people.
Back in August, the initial government stake was valued at around $5.7 billion. Today, that holding is worth over $11 billion. But it doesn’t stop there — if the government were to exercise its options to acquire additional shares in the future, its total position could be valued at up to $27.7 billion. However, these additional shares are currently conditional and not yet counted.

Intel Accelerates Comeback with New 18A Chips
Since Lip-Bu Tan took over in early 2025, Intel has ramped up its efforts to regain lost ground. Once the undisputed leader in chip production, Intel had fallen behind more agile rivals. Tan launched an aggressive turnaround plan, including a new generation of processors.
At a major industry conference, Tan confirmed that Intel successfully delivered its first 18A (sub-2nm) chips by the end of 2025, hitting its ambitious timeline. These ultra-compact chips enable faster performance, lower power consumption, and better thermal management — crucial for high-performance computing and AI applications.
Despite the progress, Intel still relies on external foundries like Taiwan Semiconductor Manufacturing Company (TSMC) — the world’s largest chipmaker — for key parts of its production.

Private Sector Joins In: Nvidia and SoftBank Invest Billions in Intel
The government's involvement and Intel’s renewed strategy have attracted major private investors. Nvidia, the global leader in AI and GPU chips, along with Japan’s SoftBank Group, recently acquired multi-billion-dollar stakes in Intel.
These moves reflect rising confidence in Intel’s ability to reclaim its leadership in semiconductors and play a pivotal role in shaping the future of chip technology — both in the U.S. and worldwide.

#TRUMP , #Intel , #AI , #USGovernment , #NVIDIA

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🗺️ One Company Just Revolutionized the Global Market Landscape — NVIDIA > Countries
The global stock market has just transformed — and it wasn’t triggered by any nation, central bank, or conflict.

It emerged from a semiconductor corporation.

Within the MSCI All Country World Index, NVIDIA now holds more significance than the entire equity market of Japan.

Take a moment to appreciate that.

A single firm based in the U. S. now possesses a greater market value than an entire country that boasts major brands like Toyota, Sony, Mitsubishi, and Nintendo.

This is not a typical market scenario.

📊 The Data That Will Stun You

• NVIDIA now makes up approximately 4.9% of the MSCI ACWI
• Japan's total weighting has dropped to roughly 4.8%
• NVIDIA surpasses the combined index weighting of the UK, China, Canada, France, and Germany
• In early 2023, NVIDIA’s share in the index was about 1% — it has increased fivefold in less than three years

This represents one of the swiftest shifts in concentration in recent market history.

🧠 Why This Is Significant

For many years, the concept of “global diversification” involved mitigating risk by spreading investments across various countries, currencies, and economies.

What about today?
Global index funds have subtly transformed into highly concentrated investments focused on U. S. technology — especially NVIDIA.

If you hold a global ETF, your portfolio is now more vulnerable to:
• Fluctuations in AI chip demand
• NVIDIA’s earnings announcements
• Investment trends in data centers

… than to the broader economic stability of regions like Europe or Japan.

The term “All Country Index” is becoming increasingly inaccurate.
It is shaping up to be largely a U. S. tech index adorned with international elements.

🧩 The Wider Perspective

This situation extends beyond NVIDIA.

It's about the emergence of the Mega-Stock Era — a time when a few companies exert significant control over capital movements, index formation, and the exposure investors have globally.

We are not witnessing a diverse group of market leaders anymore.
We are experiencing a landscape marked by extreme concentration.

And this fundamentally alters the dynamics of risk, volatility, and opportunity.

🔥 Essential Takeaway

NVIDIA hasn’t just surged in value — it has reshaped the global investment landscape.

One single company now outweighs entire nations.

The investment landscape has been altered.

And portfolios are now aligned with this shift — whether investors acknowledge it or not.

#NVIDIA #MarketStructure #GlobalInvesting #MegaStocks

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