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Tannor Manson 

@Futurenvevsting

Curious about tech, investing, and where the world's headed. Subscribe to the Future Investing YT Channel to stay in touch!

Saudi Arabia has just confirmed that tomorrow they will sign an investment agreement of $1 TRILLION, up from the original $600 billion agreement.

BREAKING: The US and Saudi Arabia are set to announce a deal with a "multi-billion dollar" investment in American AI infrastructure via "dozens" of investments. This will be a part of a pledge to invest $600 billion in the US.



My oh my, Santa might be coming early this year! $NVDA reported is asking $TSM to boost wafer output by 50% (!!!) to meet Blackwell demand.

$NVDA has asked TSMC to boost 3nm wafer output for Blackwell by up to 50%, pushing capacity from roughly 100k–110k wafers a month toward ~160k, according to local reports. That’s an extra ~35k wafers monthly tied to Blackwell chips. Nvidia CEO Jensen Huang said demand is…

wallstengine's tweet image. $NVDA has asked TSMC to boost 3nm wafer output for Blackwell by up to 50%, pushing capacity from roughly 100k–110k wafers a month toward ~160k, according to local reports. That’s an extra ~35k wafers monthly tied to Blackwell chips. 

Nvidia CEO Jensen Huang said demand is…


My oh my, Santa might be coming early this year! $NVDA reported is asking $TSM to boost wafer output by 50% (!!!) to meet Blackwell demand.

$NVDA has asked TSMC to boost 3nm wafer output for Blackwell by up to 50%, pushing capacity from roughly 100k–110k wafers a month toward ~160k, according to local reports. That’s an extra ~35k wafers monthly tied to Blackwell chips. Nvidia CEO Jensen Huang said demand is…

wallstengine's tweet image. $NVDA has asked TSMC to boost 3nm wafer output for Blackwell by up to 50%, pushing capacity from roughly 100k–110k wafers a month toward ~160k, according to local reports. That’s an extra ~35k wafers monthly tied to Blackwell chips. 

Nvidia CEO Jensen Huang said demand is…


Private companies need to manage their own risk (who would have thought). The government is not a safety guard so you can spend $1.4T that you don't have. Great precedent set by David Sacks going forward!

There will be no federal bailout for AI. The U.S. has at least 5 major frontier model companies. If one fails, others will take its place.



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