BWB - Business With Brian

"Cisco's customers had almost no business of their own. Nvidia's are real companies."

"In the year 2000, Cisco lent telecom startups the money to buy Cisco's own equipment. ... And in return, Cisco got absolutely crushed because $10,000 in its stock quickly became just 1,000. and it didn't climb back up to its original $10,000 until December 2025. That's 25 years where the stock was completely underwater."

"OpenAI promises $300 billion to Oracle. And Oracle spends about $40 billion buying Nvidia's chips."

"Nvidia is guaranteeing up to $105 billion of OpenAI's data center lease. ... And Oracle spends about $40 billion buying Nvidia's chips."

"وأكبر منافسيها مجرد إشارة صغيرة على الرادار من شركة AMD."

"بينما تأتي بيبسي مباشرة خلفها."

"أما كوكاكولا، فهي تحتفظ بـ 29 سنتاً. إذن، كيف تكلف آلة كهذه نفس تكلفة شركة مشروبات غازية؟"

"بالنسبة لشركة تبلغ قيمتها 5 تريليونات دولار، فهذا هو السبب بالضبط الذي يجعلني لا أعتقد أن هذه فقاعة."

"And this is the one that I think every single one of you own. So, what exactly does the system say about Nvidia?"

"Marll is the one that cloud companies like to go to. In August of 2026, Google took the right to buy about 6.7% of Marll and it earns that stake by buying roughly 120 billion of chips through 2033."

"Lumenum makes the lasers that turn the electrical signals into light. So, the chips in a data center can talk to each other. And a new rack needs far more of these than an old one did."

"SanDisk makes the flash storage and it holds the data that a model reads from and it only became its own company in early 2025 when Western Digital spun it out."

"And that's where our first name is going to be with Micron where Micron is one of only three companies in the world that makes this type of memory. And I think most of you know this that there simply isn't enough to go around."

"Cororeweave rents these chips by the hour. And in August of 2026, it signed a contract for A100s. You know that old chip from 2020? Well, it's going to run until 2029."

"Satya Nadella said it plainly in November of 2025. Microsoft problem, in his words, is not a supply issue of chips."

"Every year or two, Nvidia ships a new generation of chip. And every time somebody on TV says the last one is completely worthless."

"Micron told its investors back in June that its customers are doing exactly that. Which leads us to the memory group."

"Amazon, Google, and Microsoft are all on track to spend about as much building data centers in 2026 as their entire cloud businesses bring in. Google Cloud, Microsoft, and Amazon together, they have nearly 1.7 trillion of work that customers have already signed up for."

"Amazon, Google, and Microsoft are all on track to spend about as much building data centers in 2026 as their entire cloud businesses bring in. Google Cloud, Microsoft, and Amazon together, they have nearly 1.7 trillion of work that customers have already signed up for."

"and it's quickly heading to 3% by 2028 if Goldman Sachs is right."

"A handful of years ago, I actually helped to build out a machine learning pricing model at Amazon."

"And if you're holding Nvidia or a 401k that's full of it, then the question is pretty simple. If we decide to put the brakes on AI today, does that mean that the spending is also going to stop?"

"And the company is Intuitive Surgical and they make the Da Vinci robot."

"In late August of 2026, Stripe and a private equity firm offered to buy PayPal for $60.50 a share."

"And this happens to be Uber. To put that cash number into perspective, $10.1 billion is nearly double what Tesla collected over that exact same stretch."

"this segment is disseminated on behalf of Gold Group Mining, Inc., an active gold and silver producer on the New York Stock Exchange. American billionaire Eric Sprat remains a notable shareholder."

"This happens to be GE Vernova, which makes the gas turbines and the grid equipment that turn fuel into electricity, and then move that electricity to wherever it's needed"

"that same $10,000 that was invested in April of 2022 in Palunteer, well, it's now worth over $115,000 today."

"السبب الآخر كان بسبب قيام المقرضين بفرض تكاليف أعلى على جوجل لكونها جوجل"

"Constellation Energy is up 24.5 points. That is a real pass. And it is the honest exception to what I said earlier about electricity being impossible to own."