Hello There,
This Newsletter was formerly Artificial Intelligence Survey, now it has pivoted to The Nvidia Patterns. Feel free to unsubscribe if Nvidia doesn’t interest you, and subscribe instead to Artificial Intelligence Learning.
We hope to delve into Nvidia news, its ecosystem, its products and moat with updates on its AI chips, partners and stock performance for enthusiasts, investors and analysts. We will also study Jensen Huang in a more detail.
I have been thinking a lot about Nvidia recently, both as an AI chip monopoly and as the bellwether Generative AI stock related to the significant acceleration in AI infrastructure we are witnessing.
Nvidia’s GTC is next week, so I’m going to be attending that digitally and reporting on some of the major news themes. Nvidia isn’t run like most Silicon Valley corporations, and its Taiwanese-American leader is also of interest. Nvidia’s rise has been different, and it’s likely only just begun.
This video is freely available on YouTube here and is by The Financial Times, and is very basic.
00:00 Introduction
00:59 Age of AI
01:32 DeepSeek
03:45 Artificial general intelligence
04:26 Export controls
07:24 Origins
09:24 Jensen Huang
11:29 Nvidia and the AI revolution 12;31 Nvidia's competitors
15:11 AI ecosystem
19:24 The AI boom
Surprise! DeepSeek and a NASDAQ correction hasn’t impacted it much
As of March 14th, 2025 Nvidia’s stock NVDA 0.00%↑ is only down 16%, not very much considering the BigTech route and NASDAQ 100 correction we have seen so far in 2025.
I view trade wars with China and geopolitics as the biggest risk to Nvidia’s stock and valuation as they are very tethered to TSMC. Demand for their GPUs/AI chips is however very high due to the absurdly high capex by BigTech in AI Infrastructure, now being followed by Europe, the Middle East and elsewhere.
However there’s little evidence Generative AI is producing the kind of real world value, utility, revenue and ROI that makes these Datacenter investments great strategic decisions. Some of Nvidia’s public relation points and talking points are invariably false.
Nvidia’s PR and blog are also exceedingly dry, boring, pointless and without personality. That being said:
GTC, is Nvidia’s biggest conference of the year, begins Monday and runs till Friday.
CEO Jensen Huang will give a keynote address at the SAP Center on Tuesday at 10 a.m. Pacific
GTC is just around the Corner
March 17-21 in San Jose, free to attend digitally so register.
Nvidia did run into AI chips by accident as their GPUs were great for video games and crypto.
Speakers
Yann LeCun – chief AI scientist at Meta, professor, New York University
Joe Park – chief digital and technology officer of Yum! Brands
Want in? Register now.
I’m mostly hoping to learn more about Nvidia’s next flagship GPU series, Blackwell Ultra, and the next-gen Rubin chip architecture (2026).
People don’t realize that Nvidia’s moat isn’t just CUDA but their significant partnership network and how they invest in AI startups.
Nvidia has too much demand for their products, if anything. An invasion of Taiwan and a disruption to TSMC would immediately crash Nvidia’s stock and grind the global economy to a halt. Nvidia is thus not a very diversified company with the bulk of their revenue coming from AI chips for datacenters, which have absurdly high margins.
Catching the Keynote
stream and watch online at Nvidia.com
Or show up at their YouTube at the right time. (Live in 4 days)
Other outlets will be doing summaries of the keynote of course too.
Historically, Nvidia typically reserves a big chunk of the conference for GPU-related debuts.
Since the infusion of cash from their mad success of the last two years, their R&D has likely gotten very good. They are also involved in robotics, quantum computing, RL and synthetic data, AV, world models, Metaverse, biotechnology and many other areas of emerging technology.
As an emerging tech analyst, it’s now a optimal use of my time to really focus more on Nvidia in 2025 and perhaps longer. I just don’t know many journalists or channels that cover Nvidia specifically, or well.
Anyways, welcome to The Nvidia Patterns (TNP), not sure what this will become exactly but willing to take a dive.
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