NVIDIA Lost $500 Billion This Week. (Jensen Went on TV to Beg You Not to Panic)
Автор: Dr. Josh C. Simmons
Загружено: 2026-02-06
Просмотров: 1336
Описание:
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)
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
