NVIDIA Lost $500 Billion This Week. (Jensen Went on TV to Beg You Not to Panic) скачать в хорошем качестве

NVIDIA Lost $500 Billion This Week. (Jensen Went on TV to Beg You Not to Panic)

Jensen Huang just went on CNBC to defend $660 billion in AI infrastructure spending. But when the CEO of the richest chip company on Earth does three TV interviews in one week, you have to ask: why? This week was a bloodbath. Anthropic's Claude Cowork triggered a $285 billion software selloff. Amazon's cash flow plummeted 71%. And every hyperscaler lined up to announce record AI CapEx that sent their own stocks tumbling. Jensen's response? "Trust me bro." No ROI numbers. No customer revenue data. Just vibes. I break down the numbers, the circular funding scheme, and what to watch for when NVIDIA reports earnings on February 25th. 📩 Get my AI Spending Tracker (free): https://drjoshcsimmons.kit.com/f83115... 🔔 Subscribe for the NVIDIA earnings breakdown on Feb 25th, the night it drops. ⏱️ Timestamps: 0:00 - Jensen's CNBC damage control tour 2:15 - Anthropic's Claude Cowork triggers $285B software selloff 4:30 - The hyperscaler earnings parade: $660B in CapEx 7:00 - Following the money: does $660B make any sense? 9:30 - Jensen's leaked internal memo and $873M stock sale plan 11:45 - What to watch on February 25th (NVIDIA earnings)