How High Can NVIDIA Go? Jensen Huang on $2 Trillion TAM and Long-Term Growth

Join us for an exclusive interview with NVIDIA's CEO, Jensen Huang, as he delves into the company's future and explores the exciting prospects of a $2 trillion Total Addressable Market (TAM). In this insightful conversation, Jensen Huang discusses NVIDIA's long-term growth potential, the factors driving the company's success, and what investors can expect in the next 4-6 years. Don't miss out on this opportunity to gain valuable insights from one of the leading figures in the tech industry.

Clipped from:
This was live chat with Jensen at Stripe Sessions

*I am not a financial advisor this is pure entertainment in all the stocks and everything I had talked about on this channel is representing my own personal opinions on the matters of stocks and anything.

[MinhPham-vgbw]

25 shares to 100 shares to 1, 000 shares. Mr Jensen Huang, no matter what happens, thank you for making me wealthy for a moment in time

[alvinbingham]

Keep going Jensen, we are behind you all the way. Be safe, thank you.

[DistrictMemories]

How much compute do we really need, and how many more chips can tsmc posibbly churn in a year.

[Kindatonice]

What's the best ai app anyone know?

[CPDystopia]

I've already tripled my investment, i hope it goes higher

[mikelmikes]

When quantum computers get a break through will Nvidia survive?

[steelydan]

Tom Cotton: You are Chinese?
Jensen Huang: I am American.
Tom Cotton: You speak Chinese?
Jensen HuAng:Yes
Tom Cotton: You are a CCP Spy!

[Deveonn]

Nvidea doesn’t have a monopoly on GPUs. Dont get me wrong, they are great at it but in datacenters it’s all about efficiency. You can have the same output with cheaper hardware and lower or cheaper energy. Physical space is also a huge factor as the power delivery (and thus cooling) also needs to be scaled up when adopting GPUs.

[staRR]

Main part is how much more UR company can get out of it.

[AriVovp]

Now we are going to duplicate or even triplicate those date center with the same old data

[BeyondGenerationsLtd]

I stewling that line . A publicly traded company

[corediagram]

With these words, he makes an enemy of Microsoft 😂😂😂

[hsiaowanglin]

Last time you say I have to pay 30000 to 40000, just think why do I need pay for which team? Those huge team is not my employ or my partner, and they involve to US Election, and I don’t want to do that, these couple dates, they turn down my health insurance, all involved in medical insurance, real estate, groceries, tic Tok, animals, green energies, life insurance, treating my life, or bank account, my own family, ……. Do you think why should I continue stay here?

[hsiaowanglin]

So If I told to anybody all belong to your factory?

[stephendoherty]

It will take one of the largest chip makers to take on Nvidia. Even a clever AI design will have to compete with Nvidia research and scale investment. Naturally tsmcs labs in Taiwan getting trashed if China invaded kills his major manufacturing at the middle to high end. Nividia also straddles the hardening wall between China and the US. Both want his best chips and China is the AI test bed but US/Europe are the main markets. Even if China robbed the IP, it lacks the fabs and skilled labour to recreate it. Only Intel and AMD (with AMD not needing such fab investment) could compete and yet Intel can't break free from the x86 rope. In theory Google has the cash and so does Apple but neither are manufacturing giants. Design yes, IP yes. Samsung maybe..it has both IP, scale and build capability but it's often relied on outside chip makers. Intel has the most to lose and the most to gain.

[Marryatau]

Huawei beat Nvidia in graphics processing in 2024

[hsiaowanglin]

Because I don’t want be the whole world eyes. And can’t pay those tuitions!

[stomic]

Ballon is about to pop, the hype train is over boys…

[myfav]

You are not a public company. You are a publically listed company whose shares can be bought/sold in a stock exchange. There is another category called public sector companies which are the true public companies where the government is the major share holder. You are a corporate where the major shareholders are investment companies. Government doesn't have any stake in your company. There is a difference.

[googlespynetwork]

He's trying to talk like Elon Musk.