🛰️ @elonmusk wants 10 gigawatts of compute by the end of 2027. @JensenHuang says Nvidia now counts @SpaceX alongside its cloud provider customers, and the two companies' engineers are designing a server for space: "In the two parts of our chart, Elon used to be under enterprise. That's the way we reported the numbers. Now he's part of our CSPs... They're massive. He's using our technology for his own AI in training models and such, deploying models, of course... And the demand for GrokBot, the consumption for GrokBot is really skyrocketing. And then, of course, he rents it. And so the combination of these three things, he's fairly unique in doing that... He loves the intersection between computing and the physical build-outs... And nobody knows more about energy than he does. And one particular new market that we're going to go explore together is putting data centers out in space. So our two engineering teams are working super closely together to create a new type of server, a new type of architecture that might be super good... in space and on Earth." — @JensenHuang, CEO of @nvidia on @BG2Pod with @altcap

Love seeing Brad push this forward. Giving more kids a head start through investing is something worth getting excited about! 🇺🇸🚀

🍿🍿

🇺🇸 @JensenHuang’s parents got 24 hours' notice to watch him get the National Medal of Science from President Trump. His dad didn't own a suit: "Now for my parents, I wanted them to go and I gave them literally 24 hours of time and they don't travel that much... And my dad didn't even have a suit... So he ran out and bought a suit... It was a brand new suit and he showed up and I didn't realize he had a suit. I thought he was just gonna wear some shirt... My mom got a new dress and literally in 24 hours... And so we chartered a plane for them, got them there. And they were so happy to meet the president. President Trump walked my mom because she has a hard time walking and the two of them were walking off stage and he held her and walked her down the stage. And they were just incredibly, incredibly proud to meet him. For them, it's their American dream." — Jensen Huang, CEO of @nvidia on the @bg2pod with @altcap and @_clarktang

Brad (@altcap) had some interesting takes on AI, the growing demand for computing power, and a possible SpaceX–Tesla merger. Definitely worth checking out!

🇺🇸 Five of the six tech leaders Trump just gave national medals to were born outside the US. @JensenHuang is one of them, and he says that's America's edge: "It just hit me like a ton of bricks that five out of the six people on that stage yesterday were born outside the United States. You and I have talked about the need for... a real strategy and an immigration policy that makes certain that we're still the place that all the great builders in the world want to come build." – @altcap "This is America's superpower...the intellectual property and creation capability of our nation is unlike anything else in the world. And the reason for that is we attract the world's best. We are the place where they want to come and build their lives because of the opportunity it provides, the freedom that she offers... the spirit of invention and entrepreneurialism and the can-do attitude." — @JensenHuang, CEO of @nvidia, with @altcap and @_clarktang on @BG2Pod

Brad Gerstner spent years fighting for the next generation. Now he might have an entire generation named after him. 😂👏

OpenAI's Navier-Stokes moment ran on a fraction of the compute that's about to come online. The next math and science breakthroughs could come fast: Brad: "All of this occurred this year with OpenAI and Anthropic having, I don't know, 2-3 gigawatts of compute each. So a relatively small amount of compute relative to what's coming.. So if OpenAI and Anthropic are 3-5x-ing their compute next year, does it stand to reason? I mean, we solved Navier-Stokes. We'll look back at this and say that was a tiny amount of compute and intelligence, the worst intelligence we're ever going to have from here forward solving a millennium problem." Jensen: "Remember, OpenAI did not solve Navier-Stokes from nothing... They solved it from the foundation of a lot of great scientists and a lot of great mathematicians and a lot of great previous work... If we could just apply the exhaustive exploration of AI to the previous done work, we're going to see one breakthrough after another breakthrough rather quickly. But we do need a lot of compute to do that. And the reason for that is because a large amount of exploration was necessary. If it was simply somebody resolving some fundamental first principle theory in order to discover the breakthrough, if it didn't require a vast amount of exploration of space, not space-space, but search space, if it didn't require that, then somebody would have found it earlier. People are pretty smart. And so I think that there are many problems like this that are just on a precipice and really wants to just have that massive amount of intelligence exploration to get us there." 🎬 @altcap with Nvidia CEO @JensenHuang on the @BG2Pod