How The Investor Channel’s view on $NVDA changed

Now we move on to Nvidia. We started the week at 223. The stock saw little change this week, closing at 225. Elon Musk plans to double Nvidia 's xAI Colossus 2 data center by the end of the year.

When we get to Microsoft, and when we get to SpaceX, we will talk about this in more detail, but it is clear that Elon Musk pledged at SpaceX’s last conference call that they will rely solely on Nvidia graphics processing units.

This is extremely important. If one cloud computing provider can get these data centers up and running faster than any other, I think that's the case with SpaceX. Well, this means that Nvidia will quickly reap huge profits.

but they will pair them with networking equipment from "Nvidia". This is really interesting, especially for Nvidia, which is acquiring networking equipment outside of its own ecosystem, and if that's coupled with Apple.

So far, this is all just a rumor, but I think it would be an important development for Nvidia.