Jensen knows well enough to invest in companies impacting his business. He's also partnered with so many companies it's hard to keep count. $NVIDIA(NVDA)$ is set to be a cash cow juggernaut in the long term. Thank you Jensen.
$NVIDIA(NVDA)$ AI Performance: It delivers up to 275 TOPS (Trillion Operations Per Second) of AI performance, which is more than 8 times the performance of the previous generation Nvidia Jetson AGX Xavier.
$Alphabet(GOOG)$ There's much to like about Google. Just look at where it's heading. Isomorphic Labs, Waymo, robotics, Gemini, quantum computing, interest in SpaceX, Anthropic, Nano Banana, YouTube, and many more initiatives.
$Alphabet(GOOG)$ I think if you're paying attention, Anthropic and Google are going to disrupt many areas. Anthropic for enterprises and Google for consumers. Google is only just getting started.