Nvidia CEO Says "AGI Is HERE". Demand For Compute Explodes

artificial general intelligence is here. That's not my quote. That is a quote from Nvidia CEO Jensen Huang, who said recently in a post that quote, "AGI has arrived." He says that chat GPT6 Astra was trained using more than 100,000 Nvidia Grace Blackwells and that from Chat GPT to 01 to Astra in 4 years, we have moved from AI to artificial general intelligence. But the thing that we need to understand when we analyze markets is that that statement is not just a statement that is going to invoke all kinds of conversation about ethics and safety. That is a purchase order for Nvidia selling black wells all the way down the line to OpenAI and the rest of the hyperscalers and the rest of the AI developers. This is a massive buy signal for Nvidia. And in today's video, I'm going to share with you exactly why. So, let's get started. If we jump on over to this screen, you can see a few days ago Nvidia Jensen CEO said this. Open AAI, sorry, AGI has arrived after OpenAI launched GPT6 Astra. He said that that system was trained on more than $100,000 Nvidia Grace Blackwell systems and they are projecting massive increases in revenue. You can see Nvidia is projecting $432 billion in an annual run rate on the quarter 2 surge. You can see their fiscal year 2026 and 2027 projections. They're anticipating over a hundred billion dollars a quarter worth of revenue. And one of the major reasons for that is because of exactly what Jensen just said. He believes that artificial general intelligence has arrived. And although that statement has not been used by OpenAI officially, we did see OpenAI President Greg Brockman tell reporters that he thought that the company was there while leading it while leaving it to readers to decide for themselves whether or not that has taken place. OpenAI's official account did not use the term AGI, but we can see that Huang has. Huang's post removed the hedge. It is the flattest statement yet from a chief executive officer of that size of company. Again, $6 trillion in um $6 trillion in market capitalization in Nvidia that a specific model qualifies. And he made it about a product he did not build. Nvidia CEO Jensen Huang did not build Astra. He does theoretically stand to gain from Astra because of the amount of purchase orders that they'll get from Blackwells, but he did not build Chad GPT6 Astra. He builds the chips that they run on. So, let's just back up and talk about a few things. First and foremost, yes, Nvidia CEO Jensen Huang does have a vested interest in propagating the idea that artificial general intelligence is here because artificial general intelligence would theoretically have the capabilities to do significantly more than today's AI. It would have the ability not only to do the labor but also have the ability to use a prompt and complete completely create a team for itself that does all of the work where you can literally just tell it I want this company built and an artificial general intelligence could go and do that. We've got to understand the differences between the term AI and AGI. An artificial intelligence is generally an intelligence that is able to do a very narrow task. So for example, it's able to pull data from the internet. It's able to make a table for you. It's able to do a financial model. Whatever an artificial general intelligence is an intelligence that in one model has the ability to do all of it at the same time and manage subm models, sub aents that are able to do the specific tasks. In a word, when you look at human civilization, you have three tiers. You have leadership, management, and employees and workers. Artificial general intelligence moves from the tier of an employee, a worker to a manager. It has the ability to not only manage a bunch of other models that do the work, it has the ability to go and do all of their jobs for them. Meaning that it has a significantly higher capability for intelligence. And that's very important because as we've talked about, that is a purchase order for Nvidia. Like I said, Jensen who has a vested interest in believing in propagating the statement because it boosts his ability to sell GPUs, but at the same time, he's probably on to something. And so, I'll leave it up to you whether or not you think AGI is here. But what I will say is that Jensen believes that it is. And this is most likely going to lead to a massive increase on uh the amount of uh the amount of income from Nvidia. And so the way that that impacts Nvidia, we see here in the Nvidia quarterly revenue uh revenue by market platform. And there are projections. They're projecting data center revenue to hit $90 billion in Q2 of 2027, up from $62 billion in quarter 4 of 2026, which hasn't even even happened yet, and $51 billion worth of revenue in data center from Q3. This is a 100% actually it's about a 125 to 130% year-over-year growth and this brings total quarterly revenue forecast up to well over 100 billion plus or minus 2%. This is incredibly important because it means that the future for Nvidia continues to be bright which means that we're going to continue to see for multiple compression. Today we see that Nvidia is down. is currently sitting at $213 mostly following the comments of Dario Amade yesterday where he sounded the alarm alarm that artificial intelligence has reached a level of being potentially very dangerous and this has led to a sell-off on Micron Hinx, Nvidia and the other stocks that we also track here on the channel. I don't believe that this is something that we need to fret about in the sense of markets. Obviously, I made a statement yesterday. You should watch it. um that it's incredibly important that we take AI very seriously and take its intelligence extremely seriously. When you build something that is incredibly powerful, you have to treat it with respect or it could kill you. And so we need to be very careful on that front. But I do believe that that's going to be worked out. I don't think that AI is going to be the death of humanity. Although I think that if we're not careful, it could be. But I don't think that's what's going to end up happening. Frankly, I think that God's hedge of protection is on the is is on us. Um especially if we'll turn to him. But that's beside the point. The point is this. When we see this correction, I believe that the four multiple compression is taking place, which is allowing Nvidia to be at a better price. And that's where we come to today's analysis. Nvidia's 4P today is about 24. And that's going to continue to compress as we continue to see more and more revenue coming in. After Dario Amade's comments over the last few days, we've seen a pretty big drop on Nvidia. It's down about 11% from its recent high up at 235. is down at 212, which means that if you were to buy it right now, you would be getting a 10% discount off of all-time highs, which is fantastic. Nvidia is a great company. Getting a 10% discount is not like the it's not the greatest entry that you've ever seen in the history of the world, but it's actually a pretty decent investment um position and we are dropping back down here to the 20weekly exponential moving average, which gives us this confidence that Nvidia is probably about to go into an uptrend if it's able to bounce here and it probably will all things considering because the build out of AI is looking to be so incredibly profitable. So our point here is this. I firmly believe that artificial general intelligence is going to happen at some point. Uh that is far different than consciousness. AI is not alive, but it does have the ability to think, which is scary in its own right, but it is also incredibly useful for for productivity. If we're able to manage that safely, then I think it's going to overall be a great blessing to humanity. If we're able to continue to offload productivity to machines, that frees humans up to do greater orders of work. It allows us to focus more on relationships and it's also going to cause the world to move in a direction that weeds out for relationships. One of the things I look forward to at the AI buildout is that people are not really going to be able to hide behind a computer and have no relationship with anyone and be a total jerk wad and still make money in the upcoming economy, especially by the time probably 2030 rolls around when this has become absolutely just standard. AI is in everything. You are going to have an economy where if you want to make money, you have to you're going to most likely have to understand how to treat people more so than you do now because you could have just hid behind all kinds of other technology. But with AI automating almost all of that work, you're going to have to figure out how to work with other people. You're going to have to figure out how to build relationships. And so, I actually firmly believe that this is going to end up being a good thing for humanity so long as we're able to keep it in check and keep it under control and keep it safe. Uh the fruit of the spirit is self-control. Um I think it is in it is in humanity's best interest to listen to that fruit and keep artificial intelligence and any other powerful technology that we build under control. But if we are able to maintain dominion over AI and keep it our servant rather than it becoming hegemonic over us, I do believe that it's actually going to end up being a very very big blessing for the world. And so the long-term thesis is this. The long-term worldview is this. The great civilizational cognition explosion is not slowing down anytime soon. artificial general intelligence at some point is coming. It might happen this year, might happen in two years. At some point, it's going to happen. However you define that, at some point, I think we'll all be able to agree that AGI is here. Um, if we handle it appropriately, it's going to be a blessing in my opinion. If we don't, it could be the end of us. So, we are playing with fire. We need to make sure we don't get burned. Uh, but we've done it before as a species and I think we can do it again. And I also do believe that investing in the companies that build out AI is the single greatest investment opportunity in the world right now, provided that you get good entries and good companies. If you've enjoyed today's video, I want to heavily encourage you to sign up for the sponsor of today's video, which would be none other than iTrust Capital. If you've not already, make sure to sign up for it with the link in the description box down below. This is a fantastic place to invest in Bitcoin and cryptocurrencies, and it's going to give you all the tools that you need to invest in a lot of different markets such as cryptocurrencies. You can invest in Bitcoin and a bunch of different altcoins in a retirement account. You can invest in all the different stocks that we talk about here on the channel in iTrust in a retirement account. So, make sure that you sign up for Capital. Get a $100 funding bonus when you sign up and use our link. Very excited about that. If you enjoy today's video, make sure to hit that like button, subscribe to the channel, stay tuned for more content. My name has been Jeff McAfee. Peace.