Tim Beyers

speaker

1,508 appearances 10 recordings 1 series first heard Oct 2025 last heard 2 Feb

Tim Beyers’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 10 in all, peaking in Nov 2025 with 3.

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Motley Fool Hidden Gems Investing · TSM or NVDA: Who Ya Got? · 19 Jan 2026 podcast

percent of the market.

That's outrageous.

All of that is amazing, but Nvidia is no slouch.

Let's talk about Nvidia.

They hold an estimated 90% plus market share in data center AI chips.

In the third quarter of fiscal 2026, that's the last quarter they reported, $51.2 billion in data center revenue, which was up 66% year-over-year.

They also have

control of, they might be the only one that does full-stack system design for AI because they have the CUDA software for programming GPUs and CPUs for these AI systems, and they have visibility.

I'm not sure if I should believe this or not, but Jason, you tell me, they have visibility into what they say is

$500 billion, so half a trillion dollars of Blackwell and Vera Rubin revenue.

These are the two most recent chipsets coming out of NVIDIA right now.

Then longer term, $3 trillion to $4 trillion in annual AI infrastructure build by the end of the decade.

Again,

Jason, these are just outrageous numbers.

You tell me, which one is the more important participant in the AI value chain?

Is it Taiwan Semi or is it NVIDIA?

I'll tell you one that's already fighting NVIDIA to get some TSMC time and attention.

That would be Apple.

Apple is getting crowded out by NVIDIA right now inside TSMC factories.

So that's interesting.

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