By Eric Peters, CIO of One River Asset Management
“It codifies your culture, your society’s intelligence, your common sense, your history - you own your own data,” said NVIDIA founder and CEO Jensen Huang, shamelessly talking his book, encouraging global governments to each develop their own sovereign AI infrastructure. “You cannot allow that to be done by other people.”
NVIDIA GAAP earnings jumped 765% year-on-year. No one had ever seen something like this for a company of its size. But of course, no one has ever seen something that combines elements of the space race, the nuclear arms race, and a race to create a super-human species.
