0:31

In this brief commentary, the speaker asserts that Jensen (presumably Jensen Huang of Nvidia) is generating $1 billion per day, which translates to a $7 billion impact if Nvidia’s product lifespan is extended by a week. The speaker frames this massive cash flow as an "incredible threat" to Nvidia’s market position, prompting Nvidia to aggressively expand its footprint through acquisitions and investments. The discussion also speculates on whether Nvidia would absorb such technologies internally or if rivals like AMD might acquire them to close the gap with Nvidia.

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