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…te that's going to be needed is going to increase the pricing of this even more. We are barely touching the surface. So if if you had any stocks that I believe can benefit from what I'm about to show you is first the neo cloud market right you can take your closer look at corewave you can take your closer look at nebas and and just AI data centers in general right you can even plug in kind of the Google clouds the AWS I think it's going to go insane and it doesn't mean tomorrow stock prices are going to go up it doe…
you can take your closer look at corewave
Contexte extrait par IA “If you had any stocks that I believe can benefit from what I’m about to show you is first the neo cloud market right you can take your closer look at corewave”
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…ncrease the pricing of this even more. We are barely touching the surface. So if if you had any stocks that I believe can benefit from what I'm about to show you is first the neo cloud market right you can take your closer look at corewave you can take your closer look at nebas and and just AI data centers in general right you can even plug in kind of the Google clouds the AWS I think it's going to go insane and it doesn't mean tomorrow stock prices are going to go up it doesn't mean that the overall market is no…
you can take your closer look at nebas
Contexte extrait par IA “If you had any stocks that I believe can benefit from what I’m about to show you is first the neo cloud market right you can take your closer look at corewave you can take your closer look at nebas”
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…te, I'm going to be extremely bullish in these players and that has not changed. Right? That tone has not changed in this channel at all. So the first is the Neocloud and the data center players. The second is your semiconductor companies. For me, Nvidia is still a big player, but obviously AMD is crucial. You have other avenues and other ways to kind of play the semiconductor buildout, but compute is going to continue to grow. If you're looking into the connectivity space, if you're looking into the memory spa…
For me, Nvidia is still a big player
Contexte extrait par IA “For me, Nvidia is still a big player, but obviously AMD is crucial. You have other avenues and other ways to kind of play the semiconductor buildout...”
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…hese players and that has not changed. Right? That tone has not changed in this channel at all. So the first is the Neocloud and the data center players. The second is your semiconductor companies. For me, Nvidia is still a big player, but obviously AMD is crucial. You have other avenues and other ways to kind of play the semiconductor buildout, but compute is going to continue to grow. If you're looking into the connectivity space, if you're looking into the memory space, I believe the demand for t…
obviously AMD is crucial
Contexte extrait par IA “For me, Nvidia is still a big player, but obviously AMD is crucial.”
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…tor buildout, but compute is going to continue to grow. If you're looking into the connectivity space, if you're looking into the memory space, I believe the demand for that is going to continue to explode. And I'm still very much bullish. I focus through Nvidia and some other names like Marll, like Credo, uh, and the list goes on and on, right? So I'm still pretty much excited in the semiconductor industry and to me the third industry that's really going to benefit is the software space right I do believe software and here you …
I focus through Nvidia and some other names like Marll
Contexte extrait par IA “I focus through Nvidia and some other names like Marll, like Credo...”
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…If you're looking into the connectivity space, if you're looking into the memory space, I believe the demand for that is going to continue to explode. And I'm still very much bullish. I focus through Nvidia and some other names like Marll, like Credo, uh, and the list goes on and on, right? So I'm still pretty much excited in the semiconductor industry and to me the third industry that's really going to benefit is the software space right I do believe software and here you can actually…
like Credo
Contexte extrait par IA “I focus through Nvidia and some other names like Marll, like Credo, uh, and the list goes on and on”
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… excited in the semiconductor industry and to me the third industry that's really going to benefit is the software space right I do believe software and here you can actually add on everything from cyber security which is doing really well companies like cloudflare where I'm personally hosting a lot of tools this is the place where a lot of agents are also kind of running around the internet and usage here is going to grow I believe with the agentic tools that we're seeing companies like unity and also any unity is not open source but any open…
companies like cloudflare where I'm personally hosting a lot of tools
Contexte extrait par IA “companies like cloudflare where I'm personally hosting a lot of tools this is the place where a lot of agents are also kind of running around the internet and usage here is going to grow”
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…ou had any stocks that I believe can benefit from what I'm about to show you is first the neo cloud market right you can take your closer look at corewave you can take your closer look at nebas and and just AI data centers in general right you can even plug in kind of the Google clouds the AWS I think it's going to go insane and it doesn't mean tomorrow stock prices are going to go up it doesn't mean that the overall market is not going to go down and volatility is not going to be a thing I believe all It's going to cont…
you can even plug in kind of the Google clouds
Contexte extrait par IA “you can even plug in kind of the Google clouds the AWS I think it's going to go insane”
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…om what I'm about to show you is first the neo cloud market right you can take your closer look at corewave you can take your closer look at nebas and and just AI data centers in general right you can even plug in kind of the Google clouds the AWS I think it's going to go insane and it doesn't mean tomorrow stock prices are going to go up it doesn't mean that the overall market is not going to go down and volatility is not going to be a thing I believe all It's going to continue, right? Volatility. Some days are g…
the AWS I think it's going to go insane
Contexte extrait par IA “you can even plug in kind of the Google clouds the AWS I think it's going to go insane”
Transcription Complète
This is probably going to be the most bullish video I've ever made. I believe GPT6 Astra is completely completely changing the game. I thought I was already extremely bullish in the semiconductor space, in the Neocloud space, in the data center space. But but after this release, I can say I was not bullish enough. I believe this model is going to completely change the direction of AI compute and it's only going to get crazier and crazier than here. So, let's take a closer look in today's episode. But before we begin, if you're serious about semiconductor and AI investing, I break down major earnings and conferences inside my community. Institutional quality research built for retail investors. Get 33% off at what the chip happened.com. All right, like I mentioned, uh, today I really want to talk about kind of just a very top level overview of why I'm super excited about the AI industry and why I do believe this is going to be the market that's going to completely completely make me a lot and a lot of money by investing in this industry. So, GPT6 Astra came out this past Friday and in the last 24- 48 hours, I have been building like crazy. I'm going to show you some crazy things that I have been building. But Jensen, let's start off with kind of just this model. GPT6 Astro was trained on roughly 100,000 Nvidia Grace Blackwell GPUs. And Jensen believes that AGI has arrived and congratulations to OpenAI team and 400,000 GPUs coming online next. So I I I mean this 100,000 Nvidia GPUs showcase in my opinion that the training the training scale has not moved at all. Right? Many people were saying that training has gotten easier, right? And we're no longer scaling in GPUs, but with things like reinforcement learning, it seems like that is not necessarily true. It seems like training is also heading into the scale. So you have training, you have inference, and then you have research and development. The go list goes on and on. But the genentic tooling so much so many different markets but the amount of compute continues the compute needs continue to grow. And if you go on X you're going to find so many people posted less than X hours ago OpenAI dropped GPT6 Astra. Some are feeling GPT6 Astra has reached AGI level. And we get to see some crazy examples of what Astra has made, right? Some pretty cool ones. I mean, they were able to make a GPT6 Astro simple 3D Sonic game here. Someone was able to turn any image into a real Lego set. You can actually build Age of Empire. Someone was able to say, "Hey, I wasn't able to run certain of my games on Apple. Have somewhere to cross over this where I can now run smoothly on Mac thanks to AI." One image reference turned into an insane 3D build. The list is crazy. It's extremely crazy. And I believe that this opens up the floodgate for a whole new demand of compute. At the beginning of this year, we really had kind of the coding solution try to take marketplace and that was driving a lot of demand. Then we had open cloud which created kind of this agentic tool world where we kind of also increase computer dramatically. I think GPT6 Astra is the model that kind of brings all that together with some massive intelligence and I'm going to show you how. But Jensen also kind of the demand for compute is going to continue to grow and this is why I'm very excited for the NeoCloud market and for data center markets. Jensen Huang recently mentioned that Nvidia compute is funible, durable and highly rentable. It is a productive revenue generating asset and there was a X account or an exchange. The H100 is a three-year-old training chip. Its rental price is up 22 on the month to $328 an hour. Every depreciation scheduled assume a chip this old only loses value. The market is paying up for it instead. And I believe I believe thanks to Astra 6, the amount of compute that's going to be needed is going to increase the pricing of this even more. We are barely touching the surface. So if if you had any stocks that I believe can benefit from what I'm about to show you is first the neo cloud market right you can take your closer look at corewave you can take your closer look at nebas and and just AI data centers in general right you can even plug in kind of the Google clouds the AWS I think it's going to go insane and it doesn't mean tomorrow stock prices are going to go up it doesn't mean that the overall market is not going to go down and volatility is not going to be a thing I believe all It's going to continue, right? Volatility. Some days are going to be good. Some days are going to be bad. But in the long term of things, I do believe these companies are going to give me great great returns. The great thing is this is what I've been saying for I haven't changed my thesis at all. Right? I mentioned that AI is going to continue to innovate and as long as it continues to innovate, I'm going to be extremely bullish in these players and that has not changed. Right? That tone has not changed in this channel at all. So the first is the Neocloud and the data center players. The second is your semiconductor companies. For me, Nvidia is still a big player, but obviously AMD is crucial. You have other avenues and other ways to kind of play the semiconductor buildout, but compute is going to continue to grow. If you're looking into the connectivity space, if you're looking into the memory space, I believe the demand for that is going to continue to explode. And I'm still very much bullish. I focus through Nvidia and some other names like Marll, like Credo, uh, and the list goes on and on, right? So I'm still pretty much excited in the semiconductor industry and to me the third industry that's really going to benefit is the software space right I do believe software and here you can actually add on everything from cyber security which is doing really well companies like cloudflare where I'm personally hosting a lot of tools this is the place where a lot of agents are also kind of running around the internet and usage here is going to grow I believe with the agentic tools that we're seeing companies like unity and also any unity is not open source but any open source solution that an agent can use is going to be a huge benefactor. So, one thing I want to actually look at is who are some of these players especially in the software space that can benefit dramatically with Astro 6. I I kind of shared just very top level overview. I want to share to you what I've built and you can kind of take a moment to think it's like is it really this crazy or so just a lunatic? Uh so the first thing is I completely rechanged my landing page for my community at whatthechipappen.com. Now for those that are not familiar this I am I focus pretty much in the semiconductor and AI space. I am running tools. I am learning about this industry on a daily basis. I don't think there's another place or another person that's trying to learn AI tools trying to learn semiconductor how they intertwine as crazy as I am there. I really don't. And right now, right now, for the next 24 hours, you still have 40 off in this community. This sale is the best sale out right now. The sale ends on Tuesday at midnight. So, make sure to check it out. What the chip happened, but look, I completely revamped my landing page completely and it looks insane. It looks completely insane. Now, that's not the only thing I've done, right? I've created my own thought bank, right? I this is something that I do with AI where every single day I put my overall thoughts in the industry. I put my overall thoughts on recent earnings and this is how AI knows me extremely well. With this I am actually able to create a lot of things in my overall community. I just made a new a new course. We had already a course about AI toolkits for investors. I just released my semiconductor 101 supply chain and it was really truly cuz AI understands me. So well and with Astra models like this now even crazier. All right, this is even crazier. You don't want to pay for my community. You want to see how I I kind of built things or some of the examples I built. I have this free tool to kind of showcase the semiconductor supply chain. Right? Go to explore.whatthechipappen.com. I'm not looking for any emails. I'm not doing anything right now. This is just a great way of how the ecosystem works in the semiconductor industry. This is something that Astra helped me build, right? And if you want to learn how to check out the semiconductor industry or what happens, go here, go to explore.withthechipin.com. It tells you guided tour of what happens in the semiconductor space. So, you start off with design, right? It tells you the role, what happens, what goes in it. If you go to businesses, it tells you some of the companies that are part of it. It gives you some of the terms that are included in there. If you look at sources, it sends you to places where you can learn more about this, right? And then you can kind of go to the next connection. All right. Next, you learn about materials. Who's the business? Who's the sources? If you truly want to learn about the semiconductor industry, again, I'm not asking for anything. Check out what the chip happened. But it is crazy how this this here, look at that, was designed with Astra 6. Insane. Now, you you feel like you learned enough. You want to try a game. I've actually even created a game. Can you ship it? It tells you a shipment is due. Can you deliver a fictional project needs 1,000 finished units by day five? Inspect the report to find what could hold up the delivery. Where would you look first? And it's like everything that you learn from the previous three exploration put into the test so you can truly see how the semiconductor industry moves. So two things that I'm showcasing here is again there's no one out there that is learning about this industry both the AI and the semiconductor space and they're making as many tools as I am and again this is free now if you say Jose this is free this is awesome I would love to see what else you have in the overall community you can obviously join the community you can check out the course you can check out so much more it'll take you to what thechipappen.com or you can kind of check it out and then just subscribe now for my members I also have a terminal that really showcases the neo cloud space. Now again this is something that I've been with my information with my research and is able to create it thanks to AI. So let's say you want to learn more about core right core let's learn about fiscal year quarter 2. It tells you exactly what the company's doing when they reported what they have right here. It tells you about the recent events kind of the seven things investors should know about the recent earnings the key numbers. It gives you guidance. What did they talk about? How it compared to previous numbers, the economics behind it. It gives you what are some of the projects that are working with right now. It is great. And this is part of the community. Again, this was all built thanks to AI, right? Thanks to AI. Now, even crazier, right? I actually created a game. It's called I I I still haven't came out the name of it, but it's Neocloud Tycoon, right? The overall process is 100 GPUs, one big bet. Build the data centers, keep customers happy, grow without running money. So, right now I have an incoming call from Aperture Labs. We need 100 GPUs running in 12 weeks. Can you make it happen? No data center, no hardware. I currently just have $750,000 a prospective company and you. So, let's pick up the call, right? Let's pick up the call and look at this. My first step right now is to get money, right? Get startup money. All right, get money. What do I want to do? Do I want to bring in investors? Do I want to take a bank loan? I actually want to take a a bank loan. Do I want interest rates that change with the market? How's that going to progress over time? Do I want it to stay the same? How does that progress enough on on a weekly basis of how much I may buy? Right? I can even talk about how much money I can borrow up to 2.5 million. All right, let's borrow 2.5 million to get this started. But it seems to kind of have this whole startup budget. I need about 3.8 million. So, I still need about 600. So, unfortunately, it seems like I need to go to investors. I need to bring up an extra $600,000. Let's get 600,000. All right. So, we got that started. Now, let's return to campus. Now, we need to place some server rooms, right? We have a land right now. Let's place a server room right here. All right. We're going to place our server room. All right. Now, we need to buy 104 GPUs, 13 servers for my overall thing. So, we're going to buy the GPUs. All right. It tells me that they're going to arrive around week six. All right. That's great. Let me buy 104 GPUs. They are on order. Now, let's go back. What else do we need to do? We need to hire some engineers. They keep my customers GPUs running. All right. Let's hire two engineers. Here's the hiring cost. Man, it gets pretty expensive, right? So, we hired the team. What's next? Get startup money. So, now that we have there, let's kind of go into the upcoming weeks. All right. Week two, you have the steel work awaiting commission. Awaiting commission. Operational. Oh, now it's operational. But we don't get the GPUs until week six, I believe. So, we're going to go to W week six and then we can finally install the GPUs, right? Return to campuses. We have them here. And now you even look at it. My GPUs are running, right? My GPUs are running. I get about 1.9 cash per week now on this on this facility, right? I'm getting I'm getting money. My spot price is going up. It's insane that this was something I was able to build thanks to AI, right? Thanks to AI, I was able to build this. I have another customer that paid 4 weeks after service. This is the one that new orders coming in. I have someone with Hello Analytics. They want 40 GPUs running. It starts on week 15. Paid four weeks after services and it last 156 weeks. Let's see if we can accept this order. So, we accept this order. Now, we need to build four. All right. Right. So, we need to build some campuses. All right. So, let's start with the server room. Let's build another one. Isn't this insane? I was able to build this crazy game, right? This crazy crazy game thanks to AI, right? Thanks to AI, I was able to build this crazy game and it's only getting crazier. This is the worst AI can be. It was a very top level thing of what is happening here. But I wanted to show it to you from things that I am building, right? Because if I am building all this, can you believe in in just less than 48 hours, I built a very amaz what seems like a crazy supply chain understanding of the whole industry. You can kind of animate the traces, right? You can restart the tour, shows you where things go, how they flow, right? The the materials, how everything flows in this overall industry, the business, it's like something like this. This game, right? this game, the overall goal of this game is actually to get to uh I think 100 gawatts by the end of 2030, right? It's a pretty cool game. Um, and there might be other things. I'm going to be working on it. Maybe you guys want to play play it. That's cool. Let me know, right? I'll share the link. But if I'm able to do this, what can a team of engineers at OpenAI do? What can a team of engineers at Microsoft, at Meta, at all these places, what can they truly do? How much compute do they truly need? They're gonna drive demand off off the walls. You guys got to let me know. Do is this crazy for me to think that we are really starting in super early innings in this AI story? And again, I'm one of the most bullish persons in the AI space. I haven't changed my tone at all. And if let me know, right? I hope you guys do enjoy the episode. Again, if you want to learn and if you want to ask me questions, check out what the chip happened, right? I do have live streams that happen on a daily on a weekly basis. Three live streams a week. I get research reports on earnings. I get research reports on conferences. And the list goes on and on. So check it out. What the chipappen.com. If you don't like it, 30-day refund window. The only thing I ask is if you want a refund, you let me know what went wrong because I want to make this community better. Maybe you missed something and I say, "Oh, you want that? Let me add that for you." Right? Thanks to AI, this is going to be the best platform for semiconductor and AI investors. Those that want to do the research, check it out. Jensen is killing it. I think Nvidia is killing it. The demand for compute is going to go insane. Neocloud players are going to do amazing in my opinion. Semiconductor stocks are going to do amazing. I'm not sure what the market is doing right now. Let's go to if the market is even rallying. Yeah, I mean 2% overnight right now. I wonder if it's because of this or something else. But it is going to be a great time to be in this industry. Maybe tomorrow things might shift and if we get buying opportunities, I'm going to gladly take them. So, I hope you guys enjoy it. Take care. Have a good day and see you all next
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