$500 Billion Is Just the Start: NVIDIA’s Bold…

Dec 3, 2025

Is NVIDIA’s massive $500 billion AI runway actually underselling its potential? While CFO Colette Kress casually dropped a bombshell that a mega-deal with OpenAI isn’t even on the table, Amazon revealed it’s quietly built Trainium into a multi-billion-dollar powerhouse. Meanwhile, Marvell just placed a $5.5 billion bet that the future of AI connectivity depends on switching from copper to photonics. — Let’s Chip In.Welcome, AI & Semiconductor Investors,

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3 Comments

Good Job Jose!

Thank you

This article comes at a perfect time! I wonder, is $500B Nvidia truly only from cloud providers?

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What The Chip Happened?

$500 Billion Is Just the Start: NVIDIA’s Bold…