Elon Musk actually confirmed a clip from my interview with Dylan Patel where he says they've got like 200,000 GPUs already up and they purchased a new factory in Memphis and they're building out a new data center. There's the craziness they did with like mobile generators. Well, now they just bought a a power plant from overseas and are shipping it to the US because they couldn't get a power plant uh you know new one in time.So like this is going to power his next generation of supercomput powering X AI. ...

>> Amazon Web Services unveiling a new chip intended to take on Nvidia. Of course, in those cloud wars. Kristina Partsinevelos joins us now.She's in Austin, Texas and has more for us this morning. Christina. >> David, this is where AWS chips are born. This is Annapurna Labs.It's owned by AWS. And like you said today they are announcing their new graviton four chip will offer 600GB per second of networking bandwidth. So this is a CPU and really shows how their custom chip strategy is competing against, you k ...

[Music] Blackwell is an engineering marvel. It begins as a blank silicon wafer. [Music] Hundreds of chip processing and ultraviolet lithography steps build up each of the 200 billion transistors layer by layer on a 12in wafer.The wafer is scribed into individual blackwell dye, tested and sorted, separating the good dyes to move forward. The chip on wafer on substrate process attaches 32 Blackwell dyes and 128 HPM stacks on a custom silicon interposer wafer. Metal interconnect traces are etched directly into ...

Group 1: Market Overview - The stock market has recently rebounded as investors assess the impact of tariffs on global trade, yet many stocks remain significantly below their all-time highs [1] - Market drawdowns present opportunities for investors to acquire growth stocks at discounted prices, which can lead to long-term wealth accumulation [2] Group 2: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is the world's largest manufacturer of advanced semiconductors, serving major clients like Apple and Nvidia, and is positioned well in the growing cloud computing and AI markets [3] - TSMC reported trailing-12-month revenue of $97 billion, with its high-performance computing segment accounting for 59% of sales and experiencing 7% quarter-over-quarter growth [4] - The company boasts a 48.5% operating margin due to its dominant market position, allowing it to sell products at premium prices [5] - TSMC's stock is currently down 27.5% from all-time highs, trading at a price-to-earnings ratio of 21, indicating potential for significant growth over the next decade [6] Group 3: Coupang - Coupang, a South Korean e-commerce platform, is trading over 50% below its all-time highs despite strong business growth and increasing profitability [7] - The company achieved a 29% year-over-year growth in gross profit last quarter, with a gross margin of 29%, and has been positive in free cash flow since early 2023 [8] - Coupang's overall revenue reached $30 billion in 2024, with a 136% year-over-year growth in the first quarter, excluding inorganic revenue [10] - With a market cap of $42 billion, Coupang trades at a price-to-sales ratio above 1, suggesting it is undervalued given its growth potential [11] Group 4: Rocket Lab - Rocket Lab has seen its stock decline nearly 29% from all-time highs, despite a 78% year-over-year revenue increase to $436 million in 2024 [13] - The company currently operates the Electron rocket and plans to launch the Neutron, which has a larger payload capacity, potentially increasing revenue per launch [14] - Rocket Lab is developing a robust space systems division and aims to build a satellite constellation, which could significantly enhance its revenue in the long term [15] - With a market cap of $10 billion, Rocket Lab's stock may appear overvalued relative to its current revenue, but successful execution of its product roadmap could lead to substantial future growth [16]