NVIDIA the great, king of the AI semiconductors

Hey Accumulators,

Here’s what I’d like to share this week:

1. NVIDIA the Great has crowned itself king of the AI semiconductors, here’s a look at how AI will impact the global economy over the next decade.

2. “It’s hard for me to overstate the value or the impact of AI, and it is in keeping with my view that this coming decade is all about the broader application of technology beyond what we’ve seen to date, beyond computers and phones, and that application has tremendous upside”, Steve Blitz, chief U.S. economist at TS Lombard.

3. “The most important thing is not what you eat. It is not what you think. It is not what you do. It is what you believe; and what you believe focuses the subconscious mind and creates it.” One of my favourite value investors, Arnold Van Den Berg, has a lot of wisdom to share in this podcast with Lauren Templeton.

4. “A trillion dollars of installed global data center infrastructure will transition from general-purpose to accelerated computing as companies race to apply generative AI into every product, service and business process.” Jensen Huang, CEO, NVIDIA telling it like it is.

5. The vegetable garden is looking more like an actual garden.

Thanks for reading! This newsletter is made between planting tomatoes and earthing up potatoes. If you’d like to support my work, consider becoming a paid subscriber.

D J Thomas