The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 4 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Gerstner: NVIDIA will likely be the first $10 trillion company
“I think NVIDIA will likely be the first 10 trillion dollar company”
Huang: $1T in legacy data center infrastructure must be modernized in 4-5 years
“And we just know that we have a trillion dollars with the data centers that we have to modernize. And so right now as we speak, if we were to have a trajectory over the next four or five years to modernize that old stuff, that's not unreasonable.”
Patel: Google built rack-scale AI systems with Broadcom in 2018 before NVIDIA
“Google actually did this alongside Broadcom you know, and they did it before Nvidia, right? You know, today everyone's freaking out about, or not freaking out, but like everyone's like very excited about Nvidia's Blackwell system, right? It is a rack Of GPUs. …”
Gurley: NVIDIA has 65% operating margins while growing over 100%
“You have a company at a 3.3 trillion market cap that's still growing over a hundred percent a year, and the margins are insane. I mean, 65% operating margins. There's only like five companies in the S&P 500 at that level, and they certainly aren't growing at t…”