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
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
VivaTech 2025 in Paris yesterday, June 11th, 2025, marking my first European view after two in Taipei and one in the U.S. Huang outlined the European Union’s plan to build 20 AI factories, highlighting 13 key hubs: Barcelona Supercomputing Center (Spain), Jülich Supercomputing Center (Germany), GENCI/CEA (France), CINECA (Italy), CSC (Finland), GRNET (Greece), Linköping University … Continue reading VivaTech 2025 and the 20 AI Factories
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