“Powered by NVIDIA Hyperion... paired with NVIDIA Halos... Type one software passed 150,000 tests over tens of thousands of hours.”
♫
Said on TBPN
“We own NVIDIA and a brilliant company which supplies into it Amphenol. We own ASML. We own two hyperscalers.”
In Good Company with Nicolai Tangen · John Armitage: How He Invests, Building Egerton, and What Worries Him About AI
Play from 44:01
44:01
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
Hold AI-related exposure by owning NVIDIA, Amphenol (a supplier to NVIDIA), ASML, and two hyperscalers
Said nearby on the same subject
“The right way to do this is on the edge… it’s going to take a lot of money of Nvidia to pull that off… $2 million of Nvidia hardware.”
♫
Said on .NET Rocks!
“Two friends convince him to quit his job and become ceo of the company they'll start together nvidia they have their first meeting in a back booth at his favorite restaurant denny's”
JH
Jensen Huang
Search Engine ·
“NVIDIA will buy them at $2 a share, whatever the number is.”
♫
Said on Monetary Matters with Jack Farley
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