After observing NVIDIA’s series of announcements at GTC 2025, I felt an undeniable sense of awe. As someone who has long studied the economic ecosystem of artificial intelligence, I believe I am witnessing a “revolution of AI infrastructure,” where technology and capital are merging into a new industrial foundation. NVIDIA’s projected $500 billion in sales … Continue reading NVIDIA’s Rise in the Era of AI Infrastructure
In global capital markets, there exists an institution that is both discreet and powerful. It does not list, fundraise, or advertise, yet it quietly directs trillions of dollars in assets. This is the Family Office, rarely in the headlines, yet deeply embedded in the mechanisms of intergenerational wealth, governance, and long-term investment strategy. I view … Continue reading Family Offices: The Silent Mechanism of Capital and the Philosophy of Time Governance
When I first read the news that Nvidia would pour $5 billion into Intel, my immediate thought was: this is not just a financial transaction, it is a reshaping of the industry map under the tidal wave of AI. Former rivals are becoming allies, and I feel this is the purest demonstration of what I … Continue reading My Subjective Economic Commentary on Nvidia’s $5 Billion Investment in Intel
1. Executive Summary: A Strong Report with Complex Market Reactions In my view, NVIDIA’s latest Q2 earnings report reinforces its central role in the ongoing AI wave. Yet, the market reaction reflects a disconnect between fundamentals and investor expectations. The numbers are impressive: revenue reached $46.7 billion, up 56% YoY, and EPS came in at … Continue reading NVIDIA Q2 2025 Earnings Commentary and Industry Outlook
