The Silicon Insider

← The Silicon Insider20 mrt · 24 min

NVIDIA GTC: The Trillion Dollar Revenue Forecast & The Memory Bubble

NVIDIA GTC: The Trillion Dollar Revenue Forecast & The Memory Bubble20 mrt24 min

<p>From NVIDIA's trillion-dollar dreams to the surging "AI memory" bubble, Mike Malone and Scott Budman break down the biggest week in Silicon Valley history. We dive into the $1 trillion revenue forecast, the end of interest rate cuts, and why Uber is betting $1.25 billion on Rivian while Tesla faces a major software recall. Plus, is Bitcoin's slide under $70k a warning for speculative investors?</p>