Jensen Huang: "It's Happening After 60 Years" 3 Stocks Rebuilding The Entire Industry - Do You Own?

About this video

• Video Title: Jensen Huang: "It's Happening After 60 Years" 3 Stocks Rebuilding The Entire Industry - Do You Own?
• Channel: Millionaires Investment Secrets
• Speakers: None explicitly named, but Jensen Huang is quoted.
• Duration: 00:08:49

Overview

This video discusses the significant transformation occurring in the computer industry, driven by AI and accelerated computing. It highlights how this shift, predicted by Nvidia CEO Jensen Huang, necessitates a rebuilding of the entire computing stack. The video identifies and analyzes three key companies – Nvidia, Nebius Group NV, and Marvel Technology Inc. – that are at the forefront of this revolution, positioning them as foundational to the new era of computing.

Key takeaways

• Industry Transformation: The computer industry, which has remained largely consistent for 60 years, is undergoing a fundamental change due to AI and accelerated computing. Every layer of the computing stack is being re-engineered.
• Nvidia (NVDA): Positioned as the "brain" of AI, Nvidia is building "AI factories" and its platform dominance, particularly through its CUDA software, makes it integral to most AI workloads. Their Blackwell Ultra platform and strong forward order visibility indicate significant growth.
• Nebius Group NV (NBIS): Referred to as the "engine" or "body," Nebius provides the cloud infrastructure for AI. As a vertically integrated AI infrastructure company, it offers cost-effective and efficient cloud services, evidenced by its rapid stock surge and expansion plans.
• Marvel Technology Inc. (MRVL): Considered the "bloodstream" or "nervous system," Marvel provides the critical high-speed communication chips that enable seamless data exchange between GPUs and servers in AI data centers. Its pivot to an AI-first strategy and growth in its data center and electrooptics businesses are key drivers.
• Investment Opportunity: The video suggests that these three companies are not just participants but creators of the new AI-driven economy, representing a fundamental shift in computing and a significant opportunity for investors in this new industrial era.