E15: How NVIDIA'S HUGE AI Factories Are Disrupting Data Centers

Ticker Symbol: YOU April 28, 2025
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Investing in innovation starts with understanding it. My name is Alex. Before becoming a full-time investor, I spent 8 years as a rocket scientist at MIT Lincoln Laboratory. I hold a BE in Electrical Engineering, an ME in Systems Engineering & Optimization, and an unfinished PhD in Image Processing & Computer Vision. Now, I use my engineering background to research AI, semiconductors, and other advanced technologies, invest in them, and cover it all on this channel.

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Most investors know #nvidia ( #nvda stock ) builds the data center infrastructure powering generative AI applications like #chatgpt by #openai but one of the biggest concerns and bottlenecks for artificial intelligence is power. I'm joined by Charlie Boyle, NVIDIA's Vice President of DGX Systems, who has deployed hardware and software stacks powering the biggest and most power-hungry AI models on Earth. This is an exclusive inside look at how NVIDIA's systems balance heat, power, and massive AI workloads. The best way to find great #stocks is understanding a company's products, not just their profits. This video helps us better understand AI's biggest challenges to find which AI and semiconductor stocks could be the best stocks to buy now! » My Top 10 Stocks for 2025: https://www.youtube.com/watch?v=M4F1BfKB0Dk » Simply Wall Street's Nvidia (NVDA Stock) Valuation: https://simplywall.st/stocks/us/semiconductors/nasdaq-nvda/nvidia?via=tsyou » Podcast: https://www.youtube.com/playlist?list=PLEzjBEcw2qf3_JUdsbF7W2-OfOMgndZkZ » Twitter: https://twitter.com/TickerSymbolYOU » Patreon: https://www.patreon.com/tickersymbolyou Timestamps for this special Nvidia GTC Interview: 00:00 NVIDIA DGX Systems Evolution 05:26 The Generative AI Peak Power Problem 11:15 NVIDIA DGX Mission Control 16:01 NVIDIA AI Factories (Huge Scales) 22:04 Powering the Future of Generative AI Resources & References: » NVIDIA GPU Advances: https://www.youtube.com/watch?v=1Oqt4zzxjTU » NVIDIA AI Advances: https://www.youtube.com/watch?v=6ZFMU9T32-I » OpenAI Dev Day: https://www.youtube.com/watch?v=XhLlRS2-BO8 » Google AI War: https://www.youtube.com/watch?v=Y9i3OIMitRQ Disclaimers & Disclosures: How Ticker Symbol YOU Makes Money (Full Transparency): https://www.youtube.com/watch?v=JF1x4vcR_Kc Ticker Symbol YOU Ethics Policy: https://tsy.link/ethics All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content in this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission. See additional disclosures at https://tickersymbolyou.com/disclosures/ 🙏 Thanks for watching!

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