🤝 Nvidia's $1T Pivot (3 Key Partners...)
Plus: Gut-Brain Health Breakthrough, Is the AI Bubble Reaching a Tipping Point?, and More
This week’s market, investing, and business insights from insiders and experts outside the mainstream media:
Nvidia relies on THESE 3 key partners for a $1T pivot.
Gut-brain health breakthrough may bring major profits for a few companies.
AI revenue gap grows from $125B to $500B—where's the ROI?
Q3 not looking for good THIS apple product.
And more. Let’s get to it!
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Top Insights of the Week
1. 🤝 Nvidia's $1T Pivot (3 Key Partners...)
Nvidia's market cap jumped a record breaking $277B in one day, surpassing the total market cap of McDonald's, Coca-Cola, Disney, Shell, and Netflix. Wild!
And they’re not done. They’re shifting to a new AI sector and predict $1T in Big Tech spending within four years. All the heavy hitters are on board as customers—Amazon, Meta, Microsoft, and Google. What is this sector?
Generative AI. This involves creating new content, such as text, images, and videos, through AI models.
Behind the scenes, Nvidia relies on these three companies to make this shift.
Micron Technology provides essential memory and storage.
TSMC manufactures high-performance chips.
Arm Holdings collaborates with Nvidia on AI processors.
Generative AI market: ~$20B in 2024, projected ~$136B by 2030.
2. 💊 Gut-Brain Health Breakthrough
What does the gut have to do with autism? According to this study, everything.
Study shows gut bugs could lead to diagnosing autism spectrum disorder (ASD) more quickly and accurately.
Autism spectrum disorder’s impact…
1 in 36 children in the U.S. are diagnosed with ASD
This breakthrough could offer major profit opportunities for a few companies.
Autism spectrum disorder market: ~$32B in 2023, projected ~$40B by 2030.
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4. 🤔 Is the AI Bubble Reaching a Tipping Point?
AI revenue gap has widened from $125B to $500B. But where’s the ROI? At least that’s a question some are asking. Show me the money!
Some of the criticism is solid, at least partially. Here’s the counter argument—tech revolutions often start with short-term bubbles that are later justified.
Internet started with dial-up. Later, telecom companies came in and invested more than $1.6T in broadband, which seemed wasteful after the dot-com crash. We all know how that story ended. Same for 19th-century railroad expansion.
Do we have a capital expenditure problem? Maybe. But we saw this during the dot-com boom. Companies built data centers, but by the time they were profitable, they needed new telecom equipment and servers, resulting in write-offs.
Big tech isn't focused on short-term revenue. Right now, it's about an AI and GPU arms race they can't afford to sit out.
Regardless of what happens in the short term, AI is here to stay.
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Top 3 Charts of the Week
1. 😬 IDC Predicts Vision Pro Sales to Plunge This Quarter
Apple’s Vision Pro has sold fewer than 172,000 units in the U.S.
Q3 sales may drop 76% due to a $3,500 price and limited app offerings.
Future sales depend on international releases and a cheaper model next year.
2. ✈️ Boeing's Fine Is 0.6% Of Its Revenue
Boeing will plead guilty to misleading air safety regulators before the fatal 737 MAX crashes, with a $243.6M fine and $455M safety investment.
The plea risks Boeing's $22.8B military contracts and doesn't address recent safety issues.
The fine is a mere 0.6% of Boeing's annual sales, far less than the $25B victims' families sought.
3. 💰 Amazon Still Dominating at 30
Amazon turned 30, with a $2T valuation and 31.5% annual growth.
Prime and AWS drove Amazon’s dominance, but unionization and Temu competition loom.
Amazon's evolution shows market shifts and the impact of emerging rivals.
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