NVIDIA CEO: “I’D STUDY PHYSICS, NOT SOFTWARE” IF I WERE 20 TODAY Jensen says if he were graduating college in 2025, he’d skip coding bootcamps and major in physical sciences like physics or chemistry.
During a trip to Beijing on Wednesday, Huang was asked by a journalist: “If you are a 22-year-old version of Jensen [who] just graduated today in 2025 but with the same ambition, what would you focus on?” To that, the Nvidia CEO said: “For the young, 20-year-old Jensen, that’s graduated now, he probably would have chosen ... more of the physical sciences than the software sciences,” adding that he actually graduated two years early from college, at age 20. Why? Because the next frontier isn’t just chatbots - it’s hashtag#AI that understands gravity, inertia, friction, and cause and effect. He calls it Physical AI: robots that don’t just generate images or code, but grip, move, and predict real-world outcomes - like not crushing your coffee mug. “When you put that physical AI into a physical object called a robot, you get robotics." And yes, he said this in Beijing, while leading the first $4 trillion company in history. Source: CNBC thru Mario Nawfal on X
Exactly at the same time last year, $ASML Q2 earnings miss ended the "AI" rally.
Will history repeat itself??? Source: Mac10
This is the 12-month return potential of some of your favourite AI-related stocks calculated based on spread between consensus price target and current share price.
Consensus seems to be missing the Palantir story, at least for now (this is a partial list) Source: David Ingles, Bloomberg
GOOGLE’S $GOOGL GEMINI GROWING MUCH FASTER THAN CHATGPT CURRENTLY…
Source: Dividend Dude @DividendDude_X
We have not seen anything yet, and it won’t be only tech jobs.
Source: Michel A.Arouet
XAI, the artificia lintelligence startup run by Elon Musk, raised a combined $10 billion in debt and equity, Morgan Stanley said.
Half of that sum was clinched through secured notes and term loans, while a separate $5 billion was secured through strategic equity investment, the bank said on Monday. The funding gives xAI more firepower to build out infrastructure and develop its Grok AI chatbot as it looks to compete with bitter rival OpenAI, as well as with a swathe of other players including Amazon -backed Anthropic.
This chart comparing AI leaders and AI laggards highlights how artificial intelligence is reshaping companies and business models.
As the chart below shows, the pace of disruption has accelerated significantly in recent weeks. (HT Goldman Sachs) Source: HolgerZ, Bloomberg
This graphic visualizes unicorns valued at $2 billion or more that became unicorns ($1 billion+ in valuation) in 2025.
Data comes from PitchBook, as of May 1, 2025. PitchBook defines unicorns as venture-backed companies valued at $1 billion or more after a funding round, until it goes public, gets acquired, or drops below that valuation. Yangtze Memory, a Chinese flash memory chip developer, is 2025’s biggest unicorn so far with a $22.1 billion valuation. The company became a unicorn, by PitchBook’s definition, in April 2025 after it secured a $222 million investment from Quanhong Investment. Even if a company’s internal or market valuation exceeds $1 billion, PitchBook’s definition requires a qualifying funding event for official unicorn status. Abridge, an American healthcare AI startup that summarizes clinician-patient conversations into documentation, is the second-most valuable unicorn in the class of 2025. AI-driven companies dominate the list of the biggest unicorns of 2025—such as Synthesia (AI video generation), AnySphere (AI programming assistants), and The Bot Company (AI agents)—and have attracted significant investment in recent years. There have been 43 new unicorns created in 2025, as of May. The largest share (65%) of new unicorns in 2025 are from North America, followed by Europe (23%). Currently, the most valuable unicorns in the world are ByteDance, the creator of TikTok, and Elon Musk’s SpaceX. Source: Visual Capitalist
