With NVIDIA earnings after the bell today, I shot a quick video on what to expect. It's not about the chips. It's about the infrastructure war underneath all of it. NVIDIA is no longer competing against AMD. It's competing against Amazon. Against Google. Against Anthropic. Against every customer it built dependent on it. The largest company on the planet reports tonight and Wall Street is going to spend twelve hours obsessing over revenue, margins, and Blackwell demand. We are focusing our attention on what's underneath all of that...
Published May 20, 2026Updated May 20, 20262 min read
With NVIDIA earnings after the bell today, I shot a quick video on what to expect. It's not about the chips. It's about the infrastructure war underneath all of it. NVIDIA is no longer competing against AMD. It's competing against Amazon. Against Google. Against Anthropic. Against every customer it built dependent on it. The largest company on the planet reports tonight and Wall Street is going to spend twelve hours obsessing over revenue, margins, and Blackwell demand. We are focusing our attention on what's underneath all of that...
