NVDA no Sign of Slowing (Patreon)

Nvidia doesn't just sell chips; it provides the complete AI ecosystem powered by those chips. So if you think NVDA is great... check what the NVDA CEO says about Elon and TSLA - PS I am VERY HAPPY I added a very large NVDA Synthetic Long position during the tariff Tantrums.

Jensen on TSLA/Elon

• Huang has consistently praised Tesla’s advancements in autonomous vehicles, stating, “Tesla is far ahead in self-driving cars.” He emphasized that Tesla’s Full Self-Driving (FSD) algorithms are “incredible” and “the best in the world,” highlighting their superior AI-driven autonomy capabilities.

• Huang lauded Musk for targeting “the three most important” areas of AI: cognitive intelligence through xAI, autonomous driving at Tesla, and humanoid robotics with Optimus. He said, “He’s working on exactly the right thiings,”

• Huang highlighted Musk’s unique position, noting, “Elon has a great advantage because his AI factory for his cars is fantastic, it has a lot of Nvidia gear in it.”

• Musk’s Superhuman Feat with xAI’s Colossus: Huang called Musk “superhuman” for setting up xAI’s Colossus supercomputer, powered by 100,000 NVIDIA H100 AI GPUs, in just 19 days—a process that typically takes four years.

• Huang expressed optimism about Tesla’s broader AI applications, particularly in robotics, stating, “Tesla’s robot business can be bigger than its electric-vehicle operation.” He envisions a future where Tesla’s work on Optimus and autonomous systems could surpass its EV business, aligning with his view of AI reshaping industries like manufacturing through “physical AI.”

Huang is a demi god but he is in COMPLETE admiration of Musk

Sundar Pichai also lauds Elon as the only guy that can pull of AGI.