Inside Nvidia’s “Thinking Machine”

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The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 19 April 2025

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

“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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Jensen's hardware platform, Jensen is not going to build the next version of GPT.
0:06.0	He doesn't, he'll build one internally just to test it, but he's not attempting to compete directly with Open AI.
0:12.0	Because he knows if he does, then his customers will be incentivized to come back and compete against him. I'm Mary Long, and that's Stephen Witt.
0:27.4	He's a journalist and author of a number of books, including, most recently, The Thinking Machine, Jensen Huang, NVIDIA, and the world's most coveted microchip.
0:36.5	Motley Fool's chief investment officer, Andy Cross, and full contributor Jose Naharo,
0:41.0	caught up with wit for a conversation about what Jensen Huang is afraid of,
0:45.8	whether anything can stop the current Cappex cycle, and where NVIDIA's next $3 trillion
0:51.0	in market cap could come from.
0:53.9	Heads up that this conversation was recorded last Friday, April 11th.
0:57.9	Keep that in mind, especially when you get to the tariff part of the conversation.
1:01.1	It's all still relevant, but as we know, that situation seems to change just about every day.
1:05.5	The full version of this conversation is available on our live stream, Full 24.
1:09.8	We'll drop a link in the show notes in
1:11.1	case you want to listen to more.
1:20.1	Hello, fools. Welcome to another Molly Fool conversation. I'm Andy Cross, the chief
1:23.7	investment officer at the Molly Fool. I'm here with Jose Naharo, one of our
1:27.9	Mali Fool contributors who specializes really in tech, many things technology, Jose and
1:32.7	Vindia. And we're really happy to and excited to talk to Stephen Witt, who's the author of
1:38.9	the thinking machine, Jensen Wong, NVIDIA, and the world's most coveted microchip.
1:44.5	Among other things, Stephen, you've been pretty prolific in your career.
1:48.1	But Nvidia is such a hot topic right now.
1:50.8	We wanted to have you on board with the Motley Fool.
	...

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