NVIDIA just became the first company in history to hit a $5 trillion valuation — and most analysts think it’s overpriced. But what if they’re completely wrong?In this episode, Malcolm Werchota breaks down why NVIDIA’s $5 trillion market cap might be the biggest misjudgment in tech investing. With $500 billion in signed chip orders, 90% market share in AI chips, and an unbreakable software moat called CUDA, NVIDIA isn’t just riding the AI wave — they’re building the infrastructure that makes everything else possible.🧠 You’ll discover:Why NVIDIA has $500B in VISIBLE revenue already locked in (no speculation needed)The “railroad analogy” that explains why this isn’t another dot-com bubbleHow CUDA software creates 6–18 months of switching costs for any competitorWhy China’s reopening could add $50B in annual revenue (pure upside not priced in)The power-grid crisis that proves AI infrastructure demand is already locked inWhat it means when companies become GPU-rich vs GPU-poorMalcolm explains why NVIDIA isn’t a speculative bet on AI — they’re the picks-and-shovels manufacturer in the largest infrastructure transformation since electricity. Whether AI apps succeed or fail, the hardware stays.📍 Recorded in London — real analysis, zero BS.🔥 Notable Quotes“NVIDIA is probably the first technology company in history with visibility of half a trillion dollars of revenue.” — Jensen Huang“Every single European company I meet is GPU-poor — they simply can’t get enough NVIDIA chips.”“Top AI talent goes where the best hardware is. Access to GPUs has become a recruiting advantage.”“NVIDIA isn’t the speculative railroad company. They’re the track manufacturer, the locomotive builder, and the OS provider.”“It doesn’t matter which AI app wins — they’ll all run on NVIDIA hardware.”“It’s a $5 trillion misjudgment. We’re laying the tracks of the next industrial age.”📈 Key Stats to Remember$5 T – NVIDIA’s market valuation (first ever)$500 B – Signed chip orders (visible revenue)90%+ – Market share in AI data-center GPUs3.5 M – CUDA developers$50 B – China upside1 GW – Power per AI data center6–18 months – Switching cost from CUDA95% – Former China share📡 Connect with Malcolm Werchota🌐 Website: www.werchota.ai 💼 LinkedIn: Malcolm Werchota 🎥 YouTube: @werchota 🐦 X / Twitter: @malcolmwerchota 📸 Instagram: malcolmwerchotaai 🎧 TikTok: @malcolmwerchota 📬 Email: [email protected]🎓 AI Fit AcademyReady to level up your AI skills? Join Malcolm’s AI Fit Academy — where professionals and teams learn to apply AI tools effectively in real workflows. Ship First. Study Later. Working AI workflows by Week 2 or 100% refund. 👉 Learn more here.

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