Nvidia’s New Chips, with a Side of Valuation

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The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 19 March 2025

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it? (00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus: - The coming generation of chips. - Increased competition from hyperscalers. - Partnerships in fast food, autonomous driving, and robotics. Then, (19:44), a number of Fool analysts answer questions from the listener mailbag about early stock analysis, how healthcare companies are using AI, and how to factor in customer experience to investment decisions. Got a question for the show? Email [email protected] Companies/tickers discussed: NVDA, PYPL Host: Mary Long Guests: Asit Sharma, Jason Moser, Karl Thiel, Dylan Lewis Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	There's a new chip on the block.
0:06.2	You're listening to Motley Full Money.
0:13.7	I'm Mary Long, joined on this fine Wednesday morning with a Mr.
0:16.9	Osset, Sharma, Asset. Thanks for being here.
0:19.8	Mary, thank you for having me.
0:21.8	Of course, of course.
0:22.9	We've got some big news happening after we record, but before the show publishes this morning,
0:27.8	that is, of course, that a Mr. Jerome Powell will be making some announcements later today.
0:33.1	We're not going to hit that on today's show.
0:34.4	Ricky and Nick Seiple will cover that tomorrow.
0:37.0	Instead, Asset, you and I have another big name dropping another announcement or multiple announcements.
0:43.4	That big name is Jensen Huang. Invita had its GTC GPU technology conference. It's running throughout
0:49.7	this week. And yesterday, Mr. Huang delivered the keynote speech. Asa, this is an event that used to be
0:56.7	kind of predominantly catered towards academics. And now it's turned into what the New York Times
1:02.4	dubs the Super Bowl of AI. We got a number of things coming out of that keynote that you and I will
1:07.5	hit on on today's show. But we'll start with this. In late 2026,
1:11.0	Envideo will release its next generation of GPUs. They're calling this generation Vera Rubin.
1:17.2	So what do investors need to know about this upcoming generation of chips and how it's different
1:23.8	from perhaps, should we call it its predecessor, the grace?
1:29.0	Mary, I'm going to call it Vera Rubin, just for some fun shift in pronunciation. It's probably
1:36.0	Vera, but anyway. So what is Vera Rubin? Vera Rubin is an improvement on the Blackwell
1:42.8	architecture.
	...

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