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Nvidia Becomes First $5 Trillion Company as AI Demand Surges

victorvictoria said:
What you said. Is Cook a visionary ala Jobs? No. Is he a far better businessman? Yes.
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And speaks to Apple, under Cook (starting in 2011, the vertical blue line below), giving happy repeat customers what they want. Year after year after year. Jobs... not so much.


Apple 2025-10-28 at 9.01.49 AM.png
 
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victorvictoria said:
It's not interesting until you tell us your point? What is it, that Taiwan and Indo-Pacific companies lead the world in manufacturing the high tech products the rest of the world relies on? Or that Jensen Huang and his naturalized colleagues are any less American than you? Get to it and tell us. Because I think America's anti-immigrant policies are creating a brain drain in that very sector! A new $100,000 per head price on new H-1B visa petitions (up from $4,000) pretty much assures that we will see fewer tech geniuses and even doctors (America relies on them, since we don't graduate enough internally) will be arriving on our shores, adding to America's wealth and culture! Anyone who has read Adam Smith's "The Wealth of Nations" understands this.
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I am not American, so...?
 
I read someone say that AI companies were like a group of podcasters that just keep passing the same $5 between their patreons.

Anyway, bubble pop, bubble pop, bubble bubble pop pop.
 
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I don’t know that much about all this market/stocks things but always my question with this AI companies is: how are they going to monetize the service?

Will a normal person, a common user, pay $100/$200 each month for use chatGPT? I’m not sure that will happen
 
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BruiserBear said:
There were people saying this a year or two ago, when the stock was worth half of what it’s worth now.

Time and time again people’s ability to predict what will happen next in the stock market is proven to be incorrect.
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As the ancient saying goes; the market can remain irrational longer than you can remain solvent.
 
aespana said:
I don’t know that much about all this market/stocks things but always my question with this AI companies is: how are they going to monetize the service?

Will a normal person, a common user, pay $100/$200 each month for use chatGPT? I’m not sure that will happen
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I think the plan is to eventually make most of the money with B2B, effectively have companies pay for having their employees replaced by AI, which would be a bargain even at $2000 a month. The B2C business is more for PR purposes.
 
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The A.I. bubble burst is going to hurt.....unless big tech actually makes A.I. as helpful as it's always been depicted in sci-fi movies.

Will Jensen upgrade to a gold jacket?

Screenshot 2025-10-29 at 10.01.49 PM.png
 
Gold is crashing and Nvidia is climbing in unison… Interesting.


Looks like there is no safe haven for the incoming crash… That is interesting. Looks like could will be a real actual depression once the tariff consequences sink in for real.

What is a safe investment right now? They are trying to hit silver, but it has the same problem as gold… Near infinite supply from Africa.

Gold scheme by United Arab Emirates is what is crashing gold right now. Lost 450$ in 8 days.. That is 10% and I BET TRILLIONS will be gone once the sell off panic is over… A 10% shave off of Gold is astronomical figures in loss esp since essentially everything has been salted into it due to tariff craziness.

That alone is probably enough to crash stock markets. Add in tariffs… We are looking at great depression numbers?


Either way… Doesn’t look good. But who knows. I guess you better hope Ai isn`t just a scam… Oh, I might have some beachfront crypto property if anyone is interested… ;)


Oh jeebers, this could get very rocky.
 
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Remember when Deepseek crashed the stockmarket for a week?… I think the rose tinted glasses and absolute zero actual real reasons for the rising of the stock market after that is very comforting…
 
With AI present everywhere it is no surprise. Apple is a long way from reaching $5 Trillion, but with new foldable iPhones and even 20th anniversary iPhone, I think Apple will reach there within the next 2 to 3 years and maybe even much earlier than that.
 
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slippery-pete said:
This.

Also, the predicted AI "Bubble Burst" is an interesting take. We are just in the infancy stages with AI. In 5-10 years from now it will basically be involved with almost everything we do.
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People are confusing LLMs with AI.

There are different types of machine learning that aren't language based, nVidia's chips are Machine Learning hardware, not LLM hardware. Currently the AI trend is for LLMs which absolutely have a limitation and that bubble will burst. They won't go away, but they're not going to be 'THE' AI models we use.

AI involves things like Self-driving cars (not LLM), Image and Video analysis or generation (not LLM), coding generation, mathematics processing, physics simulators (not LLM).

OpenAI and Anthropic might disappear or get bought out by an AI company that does more than LLMs and they'll just become a small UI part of a much larger AI or AGI model. But all those other types of machine learning still need hardware to operate on, and nVidia's chips are still the best for that task.
 
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wikiverse said:
People are confusing LLMs with AI.

There are different types of machine learning that aren't language based, nVidia's chips are Machine Learning hardware, not LLM hardware. Currently the AI trend is for LLMs which absolutely have a limitation and that bubble will burst. They won't go away, but they're not going to be 'THE' AI models we use.

AI involves things like Self-driving cars (not LLM), Image and Video analysis or generation (not LLM), coding generation, mathematics processing, physics simulators (not LLM).

OpenAI and Anthropic might disappear or get bought out by an AI company that does more than LLMs and they'll just become a small UI part of a much larger AI or AGI model. But all those other types of machine learning still need hardware to operate on, and nVidia's chips are still the best for that task.
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Do you really think people have that knowledge here or at least they want to get it? For most people here, AI is taking jobs away from people, and that's why they're against it. The steam engine and assembly line revolution all over again.
 
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