So, I just finished watching Jensen Huang sitting next to Elon Musk — both of them nodding in agreement — saying there’s no AI bubble. And, you know what? That hit exactly the way I thought it would. Because it’s not a revelation; it’s confirmation. I wrote two days ago that there is no AI bubble — only a delusion bubble  — and this, right here, is the proof. Not because Jensen said it, but because he had  to say it. The narrative has finally caught up to the math. This is wh

Most companies chase a vision. Nvidia built tools —and let the future find them. This is the story of how a scrappy graphics card startup...

Jensen Huang, CEO and founder of NVIDIA, recently unveiled his vision for the future of artificial intelligence at the AI Summit in...

Doug Clinton from Deepwater Asset Management posits that we are only in the third or fourth inning of the AI bull market, suggesting...