Samsung bets big on AI 🇰🇷 Korean tech giant
Samsung just announced plans to buy and deploy 50,000 Nvidia GPUs — a massive move aimed at supercharging its chip manufacturing for mobile devices and robotics. 💡 The partnership is another win for Nvidia, whose GPUs remain the gold standard for building and deploying advanced AI systems. 🔧 Samsung also confirmed it’s working with Nvidia to optimize its 4th-gen HBM (High Bandwidth Memory) for next-generation AI chips — a move that could reshape the global AI hardware landscape. 👉 The AI arms race just got another heavyweight upgrade.
Cisco peaked at 4% of U.S. GDP.
Nvidia is currently 16% of U.S. GDP. Source: Spencer Hakimian @SpencerHakimian
Very important read-through of yesterday's mega cap tech earnings ➡️
Hyperscaler CapEx remains sky-high: • $GOOGL: FY $91–93B (vs $85B est) • $MSFT: Q1 $34.9B (vs $30B est) • $META: Expects higher CapEx in 2026 Note that Google raises 2025 Capex for the second time this year: “With the growth across our business and demand from Cloud customers, we now expect 2025 capital expenditures to be in a range of $91 billion to $93 billion." BULLISH 🚀 Source: Investing visuals @InvestingVisual Michael Horner @michaelbhorner
Europe is basically not participating in chips manufacturing, even worse with rare earths.
Should there be a geopolitical event in Asia, what will happen to the European economy ??? Source: Michel A,Arouet
Technology continues to lead
Source: J.C. Parets
“If we lose this, we do not have a future at Ford,” says Jim Farley, CEO at Ford
China added 295,000 industrial robots last year. The US? 34,000. The UK? 2,500. Source: Zane Hengsperger @zanehengsperger
US technology stocks now account for a record 56% of total US stock market cap.
At the same time, defensive stocks make up just 16%, AN ALL-TIME LOW. This has NEVER happened. Source: Global Markets Investor, Topdown charts
OpenAI and Oracle are betting big on America’s AI future
OpenAI and Oracle are bringing online the flagship site of the $500 billion Stargate program, a sweeping infrastructure push to secure the compute needed to power the future of artificial intelligence. The debut site in Abilene, Texas, about 180 miles west of Dallas, is up and running, filled with Oracle Cloud infrastructure and racks of Nvidia chips. The data center, which is being leased by Oracle, is one of the most notable physical landmarks to emerge from an unprecedented boom in demand for infrastructure to power AI. Over $2 trillion in AI infrastructure has been planned around the world, according to an HSBC estimate this week. Source: CNBC
