nvidia's

الجميع يستمر في وصف هذا بأنه فقاعة الذكاء الاصطناعي... لكن البيانات الفعلية تظهر أننا لسنا حتى قريبين من المرحلة التي تنفجر فيها الفقاعات.
التاريخ يقول إن الفقاعات تنهار فقط عندما يعتقد الجميع أنها لن تنهار أبدًا. في الوقت الحالي، نحن في المرحلة المعاكسة.
الفقاعات الكبرى تتبع نفس النمط
إذا درست كل فقاعة كبرى: فقاعة دوت كوم (1995–2000)، الإسكان (2005–2008)، الصين (2013–2015) هناك نمط شائع واحد:
التحذيرات تأتي قبل سنوات من القمة الحقيقية.
حذر الاقتصاديون من أسهم التكنولوجيا في عام 1997.
انفجرت الفقاعة في عام 2000.

Reports emerged on Wednesday that NVIDIA (NASDAQ:NVDA) has agreed to acquire Groq, a designer of high-performance artificial intelligence accelerator chips, in a $20 billion all-cash deal. Groq recently raised $750 million at a valuation of about $6.9 billion.
However, the Nvidia–Groq transaction does not appear to be a traditional acquisition despite CNBC reporting. Groq said it has entered into a "non-exclusive inference technology licensing agreement" with Nvidia aimed at accelerating AI inference at global scale.

Under the terms of the agreement, Nvidia will license Groq’s inference technology, reflecting what Groq described as a shared focus on expanding access to high-performance, low-cost inference. The deal does not grant exclusivity.

As part of the arrangement, Groq founder Jonathan Ross, President Sunny Madra and other members of the Groq team will join Nvidia to help advance and scale the licensed technology. Groq said it will continue to operate as an independent company, with Simon Edwards stepping into the role of chief executive officer.

That structure suggests Nvidia is not acquiring Groq itself, its intellectual property, or exclusive rights to its technology, but is instead paying for licensed use of the technology and the addition of key personnel. Nvidia is yet to comment on the deal.

Shares in the AI chipmaking behemoth are up 0.7% in thin premarket trade Friday.
Sumber By Investing.com
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🚀 Key Insights from NVIDIA’s $4T CEO
✅ Career Advice: Huang says he’d focus on physical sciences (physics, chemistry, astronomy) over software if starting today
✅ Next AI Wave: Bullish on "Physical AI" – blending AI with real-world systems (robotics, materials science, quantum computing)
✅ NVIDIA’s Rise: From Denny’s startup to world’s first $4T company
✅ AI Evolution:
- 1st Wave (2012): Perception AI (AlexNet, computer vision)
- 2nd Wave (Now): Generative AI (LLMs, image synthesis)
- 3rd Wave (Future): Physical AI (robotics, industrial automation)

🔍 Why Physical Sciences?
Huang didn’t elaborate, but clues point to:
🔹 AI + Physics = Next Frontier (e.g., AI-designed materials, quantum computing)
🔹 Robotics Revolution – NVIDIA’s Isaac AI already powers autonomous machines
🔹 Energy & Climate Tech – AI-driven fusion, battery innovation

📈 NVIDIA’s Unstoppable Growth
| Milestone | Detail |
|----------------------|-----------|
| Founded | 1993 (at a Denny’s) |
| Market Cap | $4T+ (First ever) |
| Key Tech | GPUs, AI accelerators, Omniverse |
| Huang’s Degree | Electrical Engineering (OSU, Stanford) |

🌐 The Future: Physical AI
Huang’s vision for AI’s next phase:
- Smart Factories – AI optimizing manufacturing in real time
- Autonomous Labs – AI discovering new chemicals, drugs
- Climate Modeling – Predicting weather, energy systems

> "The next wave is Physical AI—where AI meets the physical world."
> — Jensen Huang

💡 Key Takeaways
✔ Tech’s future isn’t just code – Hardware + AI will dominate
✔ NVIDIA’s $4T value stems from betting early on AI infrastructure
✔ Students take note: Physics/engineering may outpace pure CS in AI era
🚀 Follow for more tech leadership insights!
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