Jon Quast
speaker
8,197 appearances
81 recordings
2 series
first heard Oct 2025
last heard 21 Sep
Jon Quast’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.
Appearances
Welcome to Motley Fool Hidden Gems Investing.
My name is John Quast and I'm joined today by Foolish contributors, Rachel Warren and Matt Frankel.
We have a couple of things to talk about on the show today.
We're going to talk about passive investing, we're going to talk about a deal in the homebuilder market, but first, we're going to talk about the bell of the ball and that is Nvidia.
NVIDIA over the weekend in Taipei, having a conference event where they announced many things as they are want to do.
But one of the big announcements coming out from NVIDIA over the weekend was its new Vera CPU.
Now I know full well that NVIDIA is not a hidden company.
It's the largest publicly traded company in the world.
But the business has boomed with GPUs or these graphic processing units.
This is an announcement for a CPU, a central processing unit, and that's not an area that NVIDIA dominates.
Actually, that space is dominated by AMD and Intel, and we'll get to that side of the story here in just a moment.
But first, I mean, let's talk about this, Matt.
What is NVIDIA's pitch to its customers here on why it should potentially switch to its own CPUs instead of that of competitors?
Yeah, and I want to go a little bit more hidden gems-y here beneath the surface as we talk about this.
And so both Matt and Rachel alluding to this, not all CPUs are created equal.
Intel and AMD, as Matt pointed out, 90% of the market essentially, maybe even a little bit higher than that.
It's built on a certain kind of architecture that many of us, including myself, don't normally think about.
It's not something that is right there on the surface, but it's using that x86 architecture.
And basically, it's completely different the way that NVIDIA is approaching it, approaching it with the ARM architecture.
architecture and so that does create some i think that in the past investors have always viewed amd and intel as kind of this defensible moat here because its customers would have to change the architecture they can't just plug in nvidia cpus and it's apples for apples switch no you're also changing the architecture that goes behind that
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