Quantum computing stocks crash after AI godfather Jensen Huang exploded the quantum computing bubble with 3 lines:
"If you said 15 years for very useful quantum computers, that would probably be on the early side. If you said 30 is probably on the late side. But if you picked 20, I think a whole bunch of us would believe it." Source: HolgerZ, Bloomberg
Openai's valuation in context
Source: Chartr
The AI value chain
Source: Oguz O. | 𝕏 Capitalist
UPDATE >>> Elon Musk's AI company, xAI, has secured priority access to Nvidia's GB200 Blackwell deliveries scheduled for January 2025 by agreeing to pay a premium
$NVDA
Amazon is spending billions to make sure it doesn’t fall behind in AI
The company’s $75 billion capital splurge shows no signs of slowing in 2025. Source: Quartr
$NVDA Q3 2025 by Quartr >>>
"The age of AI is in full steam, propelling a global shift to NVIDIA computing" - Jensen Huang Revenue +94% *Data Center +112% *Gaming +15% *Professional Vis. +17% *Automotive +72% EBIT +110% *marg. 62% (57) EPS +111%
Interesting point by Barclays on AI stocks
Source: Barclays
As highlighted by Andrea Lisi, CFA on X, market participants and policymakers have not fully understood the heavy toll artificial intelligence will take on our Electrical grid.
As shown on the chart below, a single Google search query typically uses about 0.3 watt-hours (Wh) of electricity. On the other hand, each ChatGPT query is estimated to consume around 2.9 watt-hours of electricity, which means 9.66 times more energy than a Google query! To run AI at scale, both the private and public sectors will have to invest a significant amount of money to strengthen the electricity grid.
