NVIDIA's $96.2B Quarter, China's 200,000 Fake Accounts, & OpenAI's New Chip | EP #284
In a Nutshell
NVIDIA reported $96.2B quarterly revenue with 106% YoY growth, while OpenAI's new Jalapeno inference chip achieved 1.5-1.9x better performance-per-watt than NVIDIA's GB200, signaling inference is moving off NVIDIA's platform. China deployed 200,000 fake accounts to spread anti-AI data center narratives and is prioritizing world models for video/robotics over US-style text models, while regulating AI companions amid demographic collapse concerns. Data centers are economic engines that can reduce poverty rates from 29% to 6%, yet face foreign influence operations that exploit America's narrative-driven politics rather than evidence-based policy.
These notes were generated by AI and may contain inaccuracies.
NVIDIA booked $96.2 billion in revenue in a single quarter, representing more than the GDP of the majority of countries on the planet. This figure is up 106% year-over-year, with guidance for the current quarter at another 10% higher, reaching $108 billion. For context, this amounts to more than a billion dollars per day. Jensen's guidance for 2028 projects 70% growth against Wall Street's consensus of 44%. Jensen described Frontier Labs as the first generation of startups that needed tens of billions of dollars of compute to reach their product.
Meta's safety team conducted an investigation into suspected Chinese inauthentic accounts and identified a bot farm of approximately 200,000 accounts. These posts contain claims that AI data centers are driving up household electricity prices and straining the grid. The difficult part is that there is no easy defense against such operations.
OpenAI released the first performances of their chip Jalapeno. OpenAI is no longer just a customer of NVIDIA—they're becoming a chip designer. Inference is moving off of NVIDIA, marking the first 2x of 100x performance gains. The possibility exists for an OpenAI compute cloud to host an Anthropic model, creating a scenario where both companies benefit simultaneously.
This is episode 284 of Moonshots, the number one podcast on all things AI and exponential. The team includes Alex Weer Gross as the in-house ASI, Dave Blondon as the empressario of AI investing, and Sel as the global globe trotter. Peter Diamandis serves as host and optimism provocator. The team reviewed 200 plus stories and narrowed them down to approximately 15 for discussion, categorized as provocative, massively impactful, and bizarre.
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