Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
6 Sept 2023 Acquired Nvidia Part III: The Dawn of the AI Era (2022-2023)
“We’ll spend a while here now talking about what we think about this, but this is very different.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 6 Sept 2023
- Publisher
- Acquired
Transcript context
…No, but in a new way that I think is a better way to slice it. This time it’s different. We’ll spend a while here now talking about what we think about this, but this is very different. This time, he frames Nvidia’s trillion dollar opportunity as the data center. This is what he says. “There is $1 trillion worth of hard assets sitting in data centers around the world right now.” “Growing at $250 billion a year.”…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.