Nvidia Is The Energy Source Of The AI Market & It's Going Nuclear.

They control 95% of the AI chip market.

Chart Designed by Author (& GPT4o)

So the business world works based on the analysis of forecasts. That’s the harsh reality of it. Think about it this way:

• Apple started selling iPhones.

• Analysts put expectations.

• Apple met those expectations.

• The public invests in Apple.

This cycle kept repeating until Apple was once the most valued company in the world, with over $2.5 trillion in market cap.

Now, an AI boom has happened. Everyone is going crazy with their AI products due to, well… OpenAI.

But the truth is that OpenAI is merely what you see on the surface. Investors always ask deep questions. If OpenAI started an AI movement, who’s going to be at the center of it. The answer to that is the supplier of AI hardware as it has to follow up with the tech, and it’s critical.

A long time ago, when the internet started, the same question was asked, and the answer was “The Computer Manufacturer,” leading Apple and Microsoft to top the most valuable company chart for years. Now it’s time for Nvidia, the dominant AI chip supplier in the market.

Some Financial Banter

The world knew it, so it started investing in Nvidia, making it currently the world’s third largest company. But whenever they exceed expectations, their valuation jumps by a big mark, which Apple and Microsoft (the top 2) are not really getting as much.

For instance, the difference at this moment between Apple and Nvidia is almost 23%. So if you’re apple, you’d feel safe, right? The problem is that whenever they beat expectations, they take a big jump (yesterday, for instance, after hours, they were up by over 6%).

Created with TradingView

But enough with the financial banter. Let’s talk about what this actually indicates.

The AI market confidence is growing.

The business world is straightforward sometimes. The more money, the more investments, the more companies can grow. So it would be expected that investments in AI companies would keep on growing. Hence, as an end consumer, you’re expected to see more of that:

• Figure.ai — A Robotics company building a scary-looking robot raised $854m.

• CoreWeave — an AI cloud-computing startup, has raised $7.5 billion.

• Perplexity — An AI search engine has raised $165m.

• Anthropic — A ChatGPT alternative has raised $7.6 billion.

It won’t stop anytime soon. The reality is that Wall Street and investors control what you see and use. You would’ve never heard of Uber if not for their investor’s support and growth.

So, this is your signal to start preparing for the AI “movement.”

It’s time to read

Even if you’re not a reader, listen to a podcast or something. You need to be more aware of AI and its implications in the near future. I’m actually co-writing a book titled “The Theory of Aivolution” to showcase tangible steps for the future and the state we’ll be in quite soon.

But until then, read Life 3.0: Being Human in the Age of Artificial Intelligence by Max Tegmark. It’s quite the simple and perfect read for these times.

Also, I recently re-read Sapiens by Yuval Noah Harari. The idea is simple, evolution is not something new in our world. But it’s important to remember our human side while embarking on this AI journey.

Now for Entrepreneurship Enthusiasts, I’m being approached by many AI startups these days. Some are showcasing early success and others are far from. Here’s the recipe that the ones that actually raise follow.

The Recipe of a Successful AI Startup Fundraise

Due to my line of business, I get approached on multiple channels by startups to help them in investment-prep. There are some features and steps taken by the companies that are acing it. Here goes: