The CEO of the company that supplies the chips powering the AI boom just admitted he should have owned more of it. Nvidia CEO Jensen Huang said on the Dwarkesh Podcast on April 15 that Nvidia missed the chance to invest early in OpenAI and Anthropic,
Broadcom and Micron outpace NVIDIA in AI-driven gains, with surging revenues, strong demand and bullish growth forecasts positioning them for further upside.