Why NVIDIA is suddenly worth $2 Trillion

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Published 2024-04-07
Nvidia, unpacked.

Reaction vid: www.patreon.com/posts/101845366/

More info and sources at bottom.

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TSMC photos via "Taiwan Semiconductor Manufacturing Co., Ltd.".
© Raimond Spekking / CC BY-SA 4.0 (via Wikimedia Commons)

Recommend of course is Nvidia and the Nvidia GTC, which is a 2 hour trip:
   • GTC March 2024 Keynote with NVIDIA CE...  

This video really really really stands on the shoulders of @AcquiredFM . They have about 10 hours of NVidia stuff that you'll love, including an interview with Jensen. You can listen to it on Podcast platforms as well.

Check out Stratechery too! stratechery.com/2024/nvidia-waves-and-moats/

Here’s that Reuters article: www.reuters.com/technology/behind-plot-break-nvidi…

Once again, Harvard case studies (one is actually from Stanford I think) saved the day. These are just helpful for a grounding and some of the numbers and stats I used in the video. 9 bucks each though! That’s why it’s business school I guess.

store.hbr.org/product/taiwan-semiconductor-manufac…

store.hbr.org/product/nvidia-winning-the-deep-lear…

Chip chopsticks haha (affiliate link, this is how I make my millions): amzn.to/3vS0LnH

NVidia obviously has their annual reports on their site, but it’s easiest to get them and read here:
archive.org/details/01.-nvidia-annual-reports/01.%…

All Comments (21)
  • @PhilEdwardsInc
    My typical spiel was cut off by Circle Glasses Phil (the one true Phil who controls them all), but you can find the Patreon reaction here: www.patreon.com/posts/reaction-video-2-101845366 Full sources in description, but biggest applause goes to Acquired: youtube.com/c/AcquiredFM You'll find 10 hours of NVidia stuff there, and it really helped ground this vid. Great place to become Nvidia obsessed. Thanks for watching.
  • I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
  • @onemorechris
    that leather jacket. you know he had a team of people that picked this for him.
  • @starmanxvi
    For someone who's been into computers for years, Nvidia has always been a company I've been aware of. I never thought of how weird it must be for people who had never heard of it until it became worth over a trillion dollars out of nowhere. One of my family members, who doesn't know much about computers, thought it was so cool that I had an RTX card in my PC simply because it was Nvidia.
  • @yondie491
    Still remember the day nVidia bought 3dfx. So very world-changing to my early-college-years brain.
  • @MayorMcC666
    I appreciate the version of you that is incapable of putting the carafe back in the coffee maker
  • @npc239
    NVIDIA also cashed in big time on the bitcoin boom, I think this deserves more than just a footnote. Anyone remember the graphics card shortage, when everyone was into mining crypto?
  • @DonutCrazyYT
    You are rapidly becoming one of the best presenters on YouTube. Another great video.
  • Translating one type of nerd to the nerd populous is such a nerdy thing to do... And I appreciate the heck out of it
  • @tamask001
    Asianometry+Phil = the crossover I didn't ask for, but desperately needed!
  • @marjoe32
    I have regret i didnt invest 5k in nvida 5 years ago 😔 😪
  • @samiyam17
    As an electrical engineer, this is one of the best explanations of Nvidia I’ve ever seen— amazing job!
  • @itsonlybrad2278
    Phil I gotta say the whole meta parts of the videos that has become your style is amazing and I hope you never stop because I love it
  • My first PC in the 90s had NVIDIA graphic chip. They also gave buyers demo games to demonstrate their 3D game capacity. My cousin and I played Future Cop all the time. Fot the 90s it was incredible!
  • @0o0ification
    Great topic! A dive into the benefits of specialization, when paired with cooperative-competition among other industry specialists, to push technology further and further. I hope this VOD is a home run, great current events information
  • @RoxYgen03
    Brilliant, interesting and fun! You’re fantastic Phil! Thank you for all your hard work!
  • @EvenFilms
    Great job, Phil! You took a topic that has made me glaze over in the past and made it digestible. And I loved the surreal ending.