Amazon is listed as one of the creator's favorite 'Mac 7' stocks, alongside Nvidia and Meta, likely due to its AI infrastructure and services.
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If You Are an Nvidia Shareholder...Watch What Jensen Is Building!!
Sep 1, 2026
This episode of "What the Chip Happened" focuses on Nvidia, discussing their recent investments and collaborations. The creator highlights Nvidia's $3.5 billion investment in MediaTek and their deepening partnership to build next-generation AI computing, including MediaTek adopting Nvidia's NVLink Fusion platform. The discussion also touches on Nvidia's involvement in Anthropic's data center and potential bearish comments from Elon Musk regarding the semiconductor industry.
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Hut 8 is mentioned in the context of Anthropic signing a large cloud deal backed by Nvidia.
Broadcom is noted as not being part of Nvidia's NVLink fusion, with the creator speculating Google might want to be involved despite Broadcom's potential reluctance.
Astera Labs is mentioned as one of the key middlemen chosen by Nvidia for its NVLink fusion platform.
Marvell is highlighted as a key partner in Nvidia's NVLink fusion ecosystem, working with hyperscalers like Amazon and potentially Google.
Nvidia is deepening its collaboration with MediaTek by investing $3.5 billion in convertible bonds and adopting the NVLink Fusion platform for AI computing.
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AMZNbuy opened Sep 1, 2026
-0.71%