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Motley Fool Hidden Gems Investing
Motley Fool Hidden Gems Investing

Inside Nvidia’s “Thinking Machine”

30 min•19 april 2025

Om avsnittet

“AI wouldn’t exist without Nvidia, at least not in its current form.”


So argues Stephen Witt, a journalist and author of the book “The Thinking Machine: Jensen Huang, Nvidia, and the World’ Most Coveted Microchip.” The Motley Fool’s Chief Investment Officer, Andy Cross, and Fool contributor Jose Najarro caught up with Witt for a conversation about:

- What Jensen Huang is afraid of.

- Whether anything can stop the current capex cycle.

- Where Nvidia’s next $3 trillion in market cap could come from.


The full version of this conversation is able to Motley Fool members via our Fool24 livestream, available here: https://www.fool.com/premium/news-and-analysis/media


Companies/tickers discussed: NVDA, META, MSFT, AAPL, TSM


Hosts: Andy Cross, Jose Najarro

Guest: Stephen Witt

Producer: Mac Greer, Mary Long

Engineer: Rick Engdahl, Austin Morgan

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