Open AAI is clearly one of the most, if not the most, company in the artificial intelligence space right now. The revenue trajectory for this company is staggering. It's it's unprecedented.I think what the market has become a little bit skittish around is the magnitude of investment plans that this company has laid out. They're speaking to a trillion dollar plus infrastructure buildout over the next several years. So just a really ambitious company with really strong growth that yeah is is is really importa ...

Core Investment Insights - Jensen Wang discussed the importance of being a great investor and highlighted the investment in Coreweave as a significant opportunity, despite its perceived risks [1] - The narrative of circular investment is fundamentally flawed, as it misrepresents the nature of investments being made in the technology sector [2] Market Dynamics - Major technology companies such as Meta, Microsoft, Amazon, and Google are actively purchasing infrastructure to meet client demand, indicating a robust market for infrastructure investments [3] - The current infrastructure buildout is substantial, and partnerships are common as companies aim to deliver infrastructure solutions to consumers, which is not indicative of circular investments [4] Investment Scale - Nvidia's initial investment of $100 million was not aimed at circular acceleration but rather at acquiring a solution that they wanted to own, reflecting a strategic investment approach [4][5] - The total raised amount of $25 billion signifies the scale of investment in the sector, driven by the demand for innovative solutions [5] Future Outlook - The narrative surrounding circular investments is expected to fade as the fundamental market drivers remain strong and continue to support growth in the technology infrastructure space [6]