Jake Kastrenakes
speaker
3,304 appearances
14 recordings
1 series
first heard Jun 2026
last heard 3d ago
Jake Kastrenakes’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 14 in all, peaking in Jul 2026 with 5.
Appearances
He's gotta say, Nvidia, we're doing well.
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They got they gotta be doing pretty well at a minimum, or else I think the entire economy is gonna crash because everything is invested in AI and all the AI relies on NVIDIA, and NVIDIA is circularly invested in everybody else.
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Oh boy did Jensen get out there.
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Jensen got out there and said some big things, right?
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Jensen.
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Quote AI has reached its inflection point.
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It's doing useful work.
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Its tokens are productive and profitable.
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Now, compute is revenue.
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So computers now revenue, that's big.
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And that is probably why Nvidia is making a lot of money.
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He then goes on to say, quote, demand is accelerating.
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This time last year one lab alone was driving the build out.
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Today we have a golden age of new AI labs and startups, multiple frontier labs scaling in parallel, a thriving open model ecosystem, and a physical AI coming online.
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The AI infrastructure build out is at full steam.
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This is all proceeding NVIDIA projecting that their revenue is going to grow by seventy percent in its twenty twenty eight fiscal year.
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Seventy percent in one year to where it's at right now.
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For where it's at right now.
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Yes.
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Yes.
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Showing 2081–2100 of 3,304 · page 105 of 166
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