NVIDIA GTC: The Trillion Dollar Revenue Forecast & The Memory Bubble

About this episode

The episode discusses NVIDIA's revenue forecast, the AI memory bubble, and significant events in Silicon Valley, including investments and market trends.

From NVIDIA's trillion-dollar dreams to the surging "AI memory" bubble, Mike Malone and Scott Budman break down the biggest week in Silicon Valley history. We dive into the $1 trillion revenue forecast, the end of interest rate cuts, and why Uber is betting $1.25 billion on Rivian while Tesla faces a major software recall. Plus, is Bitcoin's slide under $70k a warning for speculative investors?

People in this episode

Hosts: Mike Malone, Scott Budman

Topics covered

• NVIDIA
• AI memory
• trillion-dollar revenue forecast
• interest rates
• Uber investment
• Tesla software recall
• Bitcoin

Keywords

• NVIDIA
• AI memory
• trillion-dollar forecast
• Uber
• Rivian
• Tesla
• Bitcoin
• software recall
• interest rates

Mentioned in this episode

Organizations: NVIDIA, Uber, Rivian, Tesla, Bitcoin

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