Nvidia invests big in xAI
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 8 October 2025
⏱️ 4 minutes
🧾️ Download transcript
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J.P. Morgan’s top consumer sector shorts
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis. |
| 0:09.6 | Good afternoon. Today is Wednesday, October 8th, and I'm your host, Kim Khan. Our top story so far. |
| 0:15.7 | InVIDIA CEO Jensen Wong confirmed that his company has invested in the latest funding ground for Elon Musk's |
| 0:21.0 | Generative Artificial Intelligence outfit, XAI. He said on CNBC he was excited about XAI's financing |
| 0:27.1 | opportunities and that he regretted not giving it even more money. Wong added that he wants |
| 0:31.8 | to be involved in everything that Musk does. More regrets. Wong expressed disappointment that |
| 0:36.8 | Nvidia did not invest more money into CoreWeave, |
| 0:39.2 | an AI data center company. |
| 0:41.2 | This comes days after NVIDIA announced plans to invest up to $100 billion in OpenAI, over |
| 0:46.0 | several tranches as the chat GPT maker builds at least 10 gigawatts of data center capacity |
| 0:51.3 | using NVIDIA systems. |
| 0:53.5 | Wang says every gigawatt of power is roughly 4 million to 5 million |
| 0:56.5 | Nvidia GPUs. |
| 0:58.2 | Also in the Muscoverse, Deepwater Asset Management analyst Gene Munster says |
| 1:02.2 | Bravo to Tesla for cutting the price of the Model Y to $40,000 and the Model 3 by $2,000 |
| 1:08.6 | down to $37,000. |
| 1:10.4 | That makes the 16% delivery growth that Wall Street is looking for in 2026 more likely. |
| 1:15.3 | But Future M. Shea Bueller called it a pricing lever that won't unlock new demand at scale. |
| 1:20.2 | An SA-investing group leader Daniel Jones took a broader view, |
| 1:23.2 | tagging Tesla with a strong cell rating due to valuation tied to what he calls irrational |
| 1:27.9 | exuberance. |
| 1:29.1 | Nice greenspan callback there. |
... |
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