Tae Kim
speaker
1,575 appearances
6 recordings
1 series
first heard Dec 2025
last heard 29 Jul
Tae Kim’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 — 6 in all, peaking in Jul 2026 with 2.
Appearances
Basically implying NVIDIA has enough supply for energy and all that stuff.
No one is pricing that in.
So everyone talks about bottlenecks.
NVIDIA CEO just basically told you on Friday that they have enough supply chain and all the bottleneck stuff to double revenue every year.
No one, you know, NVIDIA's revenue estimates for next year are a lot lower than double, I'll tell you that.
So I think look at Jenison's history in investing in these companies and Corweave and see how much money they made.
They just bought stake in the optical companies, Lumentum and Coherent.
Jensen is enabling the future because he sees this overwhelming title of demand and he needs these companies to be able to build up their supply chain and to give supplies and chips to NVIDIA so they actually ramp very hard.
Everyone's freaking out that this is vendor financing.
What if hyperscale GPU cloud is so profitable
And these companies need capital to build up that supply so they can serve the GPU cloud services over the next year or two.
Maybe Jensen sees that coming like he did with all these other companies like CoreWeave.
And that's why he's investing in these companies to be able to expand their ability to make the components the industry needs.
So I think you're exactly right.
In a year, two, three years, NVIDIA is going to have all these stakes in these companies.
And it's going to look like he was a good investor because he has been in the past.
Hopefully this becomes the lucky charm for the markets.
Doing great.
What's going on?
I think I made the bullish call on CPUs, memory, and NVIDIA.
Showing 221–240 of 1,575 · page 12 of 79
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