
How Long Can Nvidia Keep Growing? Markets Don't Care
All that seems to matter is that the AI chipmaker can keep increasing profits even when its own government gets in the way.
Save
To get John Authers' newsletter delivered directly to your inbox, sign up here.
Nvidia Corp.'s results matter, and they were fine. In fact, they were extraordinary, just as they have been throughout the 30 months since the launch of ChatGPT alerted the world to the potential of artificial intelligence running on the company's chips. This is what has happened to the company's sales over the last 25 years:
Hashtags

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles


Forbes
39 minutes ago
- Forbes
AI May Be All Around Us, But Our Supply Chains Are Still Manual
Supply chains: a still-untapped AI frontier Nothing is more vulnerable than supply chains – everything and anything can rock them without notice. Tariffs, weather events, political disruptions, economic issues, worker shortages, and epidemics will always disrupt even the smoothest-flowing chains. Let's not even get started on the 2020 Covid toilet-paper crisis. And we're seeing the potential pain Apple is facing with tariffs on its manufacturing operations in China. Could self-managing, autonomous supply chains help companies rapidly adjust to such disruptions? Should they? A new survey of 1,000 C-suite executives out of Accenture says supply chains are the new untamed frontier for artificial intelligence. 'Today, companies operate their supply chains mostly manually,' the Accenture report's co-authors, Max Blanchet, Chris McDivitt, and Stephen Meyer, stated. 'Such supply chains aren't prepared to handle sudden disruption such as the recent tariff announcements.' Of course, no AI can predict political actions or natural disasters. But it can play a role in making it easier to switch off one supply route and switch on another. At this time, few executives in the Accenture's survey currently have autonomy built into their supply chains – the average company's supply chain is only 21% autonomous. 'Few companies use AI to adjust sourcing strategies, reroute logistics and recalibrate inventory positions with minimal human intervention," the report states. Only 25% of companies indicated that autonomous supply chains were a key priority for them. Only a very small fraction, four percent, aspired to reach full autonomy. Advancing autonomy in supply chains is 'held back by concerns like data privacy, poor data quality, immature processes, and low trust in AI.' There are two tall orders for achieving greater autonomy in supply chains. First, start with shattering functional silos, the researchers advise. 'Autonomous decision-making requires unprecedented transparency across functions, processes and dependencies. Without end-to-end visibility, even the most sophisticated AI systems will fail to deliver meaningful value.' Processes also need to be simplified. 'Companies that streamline operations and standardize processes will scale technology faster, adapt more quickly and accelerate AI learning cycles.' We're likely not likely to see significant progress in supply-chain autonomy for at least 10 years, the researchers predict. By then, approximately 40% aspire to achieve a higher degree of autonomy where the system handles most operational decisions. What does an autonomous AI-powered supply chain look like? Current automated systems "follow pre-set instructions and require human oversight – think of the cruise control function in a typical car," the Accenture team explained. 'Autonomous systems include a degree of automation but go beyond it. They are enabled by AI agents that make decisions and perform tasks without human intervention.' Most executives agree that autonomous supply chains can deliver tangible advantages. Survey respondents expect a 5% increase in net income and 7% improvement in return on capital employed. Operationally, companies could slash order lead times by 27%, and boost productivity by 25% Survey respondents believe autonomous supply chains to shorten the time it takes them to react to shocks by at least 62%, and recover from disruption 60% faster compared to today's existing networks. The Accenture team advises business leaders to 'build solid data foundations through a secure digital core, which standardizes platforms and governance frameworks.' Companies should also 'invest strategically in AI-enabling technologies, starting with targeted pilots before scaling proven solutions.' Most importantly, they need to 'restructure how people and technology collaborate, shifting human roles from routine execution to strategic guidance and oversight.'
Yahoo
41 minutes ago
- Yahoo
White House investigating how Trump's chief of staff's phone was hacked
The White House is investigating after one or more people reportedly accessed the contacts from the personal phone of White House chief of staff Susie Wiles, and used the information to contact other top officials and impersonate her. Wiles reportedly told people that her phone was hacked. The Wall Street Journal first reported the hack of Wiles' phone. CBS News also confirmed the reporting. The hacker or hackers are said to have accessed Wiles' phone contacts, including the phone numbers of other top U.S. officials and influential individuals. The WSJ reports that those who received phone calls impersonating Wiles used AI to impersonate her voice and sent text messages from a number not associated with Wiles. White House spokesperson Anna Kelly would not say, when asked by TechCrunch, if authorities had determined if a cloud account associated with Wiles' personal device was compromised, or if Wiles' phone was targeted by a more advanced cyberattack, such as one that involves the use of government-grade spyware. In response, the White House said it "takes the cybersecurity of all staff very seriously, and this matter continues to be investigated." This is the second time Wiles has been targeted by hackers. In 2024, The Washington Post reported that Iranian hackers had attempted to compromise Wiles' personal email account. The Journal said Friday, citing sources, the hackers were in fact successful in breaking into her email and obtained a dossier on Vice President JD Vance, then Trump's running mate. This is the latest cybersecurity incident to beset the Trump administration in the months since taking office. In March, former White House top national security adviser Michael Waltz mistakenly added a journalist to a Signal group of top White House officials, including Vance and Wiles, which included discussions of a planned military air-strike in Yemen. Reports later revealed that the government officials were using a Signal clone app called TeleMessage, which was designed to keep a copy of messages for government archiving. TeleMessage was subsequently hacked on at least two occasions, revealing the contents of its users' private messages. Error in retrieving data Sign in to access your portfolio Error in retrieving data


Axios
41 minutes ago
- Axios
Q&A with Mary Meeker on the AI revolution
Mary Meeker, the famed internet analyst turned venture capitalist, on Friday published her first Trends report since 2019 — focused on the AI revolution. Silicon Valley execs and investors are sure to pour over all 340 pages, but Axios chatted with Meeker this morning to distill some top takeaways. What follows is an edited version of our conversation: Axios: What was the most important thing you learned? Meeker: "We've never seen anything like the user growth of ChatGPT, particularly outside the U.S., and it shows how the global dynamics of tech and distribution have changed. I wasn't around for the evolution of the mainframe or mini-computer, but have read up on it and was around for the PC, desktop internet, mobile internet, cloud, and now AI. This is such a faster pace of change. It's also fascinating to imagine what might have happened if Microsoft hadn't come in and given OpenAI capital and focused them on its cloud platform. Google was very early in AI, but it couldn't have launched a product that hallucinated like OpenAI did. Startups can do crazy things." Does OpenAI have an insurmountable lead, at least in terms of consumer AI? "Early leaders fail when they fall behind on innovation or price themselves out of the market, but OpenAI shows no signs of doing either. I think it and ChatGPT will be around for a long time. That said, they also have intense competition the likes of which we've never seen before. Both startups and incumbents. Everyone is engaged. It's a period for lots of wealth creation and wealth destruction." How should early-stage VCs try to suss out potential winners from losers? "I recently rewatched one of Steve Ballmer's speeches at an early Windows conference where he kept repeating the word 'developers.' And he's right, that the companies that get the best developers often win. It's got to be the focus." If people are key, and the U.S. is in a race with China, what do you think about the Trump administration's recent moves to block foreigners from studying here? "America has to be a place where the brightest people in the world want to come ... Our tech ecosystem would not be where it is today without a lot of first-generation immigrants and even more second-generation immigrants. I think this administration has shown an ability to make foundational calls, but then also to change. And I go back to the first Trump administration and its focus on immigrants who could really contribute to America in positive ways.