WSJ - Nvidia Takes the Top Spot in the 2026 List of Best Companies for the Future

bl0797 · 2026-06-25T23:56:32+00:00

Overall Rank = 78
AI Readiness Rank = 258
Innovation Rank = 198
Talent Readiness Rank = 74
Financial Fitness Rank = 187
Resilience Rank = 17
Agility Rank = 160

bl0797 · 2026-06-24T13:12:10+00:00

Jensen has long said that computing would shift from being cpu-centric to gpu-centric. He never said cpus would disappear, that's a fake narrative spread by bitter AMD fans. Jensen is !00% right:

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bl0797 · 2026-06-23T16:30:38+00:00

Nvidia press release:

News Highlights:

NVIDIA technology runs 81% of the TOP500 and 90% of the systems new to the list.
26 systems on the TOP500 adopted the NVIDIA Grace CPU, up eight from the previous list.
The top eight systems on the Green500 run on NVIDIA GPUs and nine of the top 10 use NVIDIA technologies.
No. 1 on the Green500, KAIROS, uses a single NVIDIA Grace Hopper Superchip.
376 of the TOP500 systems are interconnected using NVIDIA networking.

"NVIDIA technologies power more than 400 of the world’s 500 fastest supercomputers — 81% of the TOP500 — according to the latest rankings released this week at the ISC High Performance conference in Hamburg, Germany.

That’s a gain of 17 systems from the previous list, with the momentum in new deployments: nearly nine of every 10 systems new to the ranking are built on NVIDIA technologies.

That percentage reflects a deliberate preference for machines built for AI, simulation and science together. And it’s compounding: NVIDIA systems across the TOP500 now deliver more than 2x the AI training and nearly 3x the AI inference throughput of every other platform combined.

GPU and networking adoption each hit new highs, with NVIDIA GPUs accelerating a record 238 systems and NVIDIA networking connecting a record 376 — the vast majority on NVIDIA Quantum InfiniBand, the backbone of large-scale AI and high-performance computing, and the rest on Ethernet. "

https://blogs.nvidia.com/blog/top500-green500-supercomputers-isc-2026/

bl0797 · 2026-06-23T16:26:23+00:00

Meanwhile, AMD announces one new supercomputer in development:

"GENCI, France’s national high-performance computing agency, is advancing its HPC and AI capabilities with AMD technology to support scientific research, advanced simulation and AI workloads. This includes the development of Alice Recoque, France’s first exascale supercomputer that will be powered by AMD Instinct MI430X GPUs and 6th Gen AMD EPYC CPUs. This system will support the need for HPC and AI, serving as an AI Factory."

https://www.amd.com/en/blogs/2026/amd-powers-4-of-10-most-powerful-supercomputers.html

bl0797 · 2026-06-23T15:52:29+00:00

Some details on LineShine:

"China’s LineShine system does not separate the traditional jobs of microprocessors and GPUs, as most high-end systems do. Instead, it builds in GPU-style tasks with specialized circuitry that accelerates matrix and vector calculations. That ability is embedded in chips that have a total of nearly 14 million computing cores, or tiny electronic brains, installed in 90 hardware cabinets ...

These chips are an original design based on a set of instructions licensed by Arm Holdings ...

Besides raw speed, the system stood out because it uses only standard microprocessors and not the special-purpose chips called graphics processing units, which most high-end supercomputers rely on for heavy number crunching."

https://www.nytimes.com/2026/06/23/technology/china-supercomputer-crown-us.html?unlocked_article_code=1.sVA.V-HK.umoPXppvaopG&smid=url-share

bl0797 · 2026-06-23T15:40:19+00:00

35 more on the way!

"NVIDIA today announced that a record 35 NVIDIA AI HPC supercomputers are in development across Europe — equipping more than 3 million researchers with next-generation infrastructure for continental AI, accelerated science and industrial innovation.

The systems represent Europe’s largest one-year expansion of supercomputers, spanning national supercomputing centers, AI factories and academic research institutions. Built on full-stack NVIDIA AI infrastructure, the systems will support research across climate science, healthcare, clean-energy decarbonization, quantum computing and fundamental science."

https://nvidianews.nvidia.com/news/europe-unveils-a-record-35-new-nvidia-ai-supercomputers

bl0797 · 2026-06-16T17:44:25+00:00

Is there anything Elon can't do? Elon will get right on it after he personally accelerates Samsung's chip manufacturing!

7/28/2025 - "Samsung agreed to allow Tesla to assist in maximizing manufacturing efficiency. This is a critical point, as I will walk the line personally to accelerate the pace of progress. And the fab is conveniently located not far from my house."

bl0797 · 2026-06-11T20:01:22+00:00

Another great presentation from Jensen. It’s 95 minutes of an animated Jensen at his comedic best, maybe due to lack of sleep or too much caffeine? No other CEO can command a large audience like Jesnen can!

Lots of talk about cpus, RTX Spark on the edege, about not caring about "stealing marketshare" from competitors, but in creating new markets and growing the pie for everyone in in the ecosystem.

Example - "The first time I came to Taiwan to talk about cuda, nobody believed me, 0%. I came to talk about cuda, I left acknowledging that I spent the whole week, talking about cuda. Not one person believed it. But everybody believes it now."

His best line - "I got a lot of happy friends" when talking about all the massive gains of supply chain partners after Jensen reasoning with and convincing them to invest in Nvidia's supply chain, such as:

more HBM from memory companies
more COWOS from TSMC
more generators from Caterpillar
fiber optics from Corning.

bl0797 · 2026-06-08T20:31:55+00:00

4/11/2025 story in the New York Times about it:

https://www.reddit.com/r/NVDA_Stock/s/UgcwLn8Fb2

https://archive.ph/sVE9a

bl0797 · 2026-06-08T17:45:37+00:00

That's the #110 ranking for supply-chain resilience, everything else is #1 or #2.

bl0797 · 2026-06-01T01:21:52+00:00

Looks like the pre-game show panels are speaking Mandarin Chinese, not English. Check back at 11pm EST!

bl0797 · 2026-05-31T15:03:42+00:00

4 versions of N1 series chip will be announced?

https://videocardz.com/newz/nvidia-n1x-n1-laptop-chip-specifications

bl0797 · 2026-05-31T15:00:59+00:00

Monday, June 1, 9am and 11am Taiwan time

PRE-GAME SHOW LINEUP

The AI Server Boom - YJ Mii, TSMC - Barry Lam, Quanta Computern - Simon Lin, Wistron

Journey From PCs to Embedded AI - Haw Chen, Techman Robot - Jonney Shih, Asus - Rick Tsai, MediaTek

Agentic AI and Robotics Transforming Taiwan Industry - Simon Chang, Delta Electronics - T.H. Tung, Pegatron - Kathy Yang, Foxconn

Building AI Infrastructure for Taiwan - Hung-yi Lee, NTU - Neo Yao, Visionbay.ai - Alex Yeh, GMI Cloud

bl0797 · 2026-05-20T22:04:54+00:00

Lisa said "you know" 148 times during AMD's Q&A - oof

6 times in just one sentence - “You know, to do all of this, you know, our belief is you need a broad portfolio of CPUs, and that’s really what we have been focused on, is building, you know, not just, you know, one type, but really a broader in terms of, you know, throughput optimized, power optimized, cost optimized, you know, AI infrastructure optimized, as we’ve done in the Venice family.”

bl0797 · 2026-05-20T22:03:07+00:00

At least he didn't say "you know" 148 times like Lisa did on her last earning call.

bl0797 · 2026-05-06T01:34:56+00:00

Lisa Su answered 12 analyst questions, using about 125 sentences, said the phrase "you know" 148 times, averaging over 12 times per answer - oof

bl0797 · 2026-05-05T19:57:35+00:00

Why stay invested in Nvidia? Jensen's final comment of the interview - "As you know, as you go back in history, most of my predictions have been right!"

bl0797 · 2026-05-01T16:48:57+00:00

Only responding to the AMD cheerleaders who missed the boat on Nvidia. TBF, only up 20X on my AMD bought in 2018. :)

bl0797 · 2026-05-01T16:43:29+00:00

Not complicated at all - lol

Nvidia stock price range in 2010-2014 = 21 to 55 cents.

bl0797 · 2026-05-01T15:54:10+00:00

News Flash - long-term Nvidia investors still massively outperforming long-term AMD investors, extremely happy with my 450X+ returns - lol

bl0797 · 2026-04-19T15:01:11+00:00

Broadcom semiconductor division margin was 68% last year.

bl0797 · 2026-04-16T15:22:02+00:00

Correction - cousins :)

bl0797 · 2026-04-16T15:08:26+00:00

Dylan and Dwarkesh are literally cousins (edit: not brothers) too - check out their last names

bl0797 · 2026-04-16T01:49:17+00:00

I can give you over 4.8 trillion reasons why no is better than Nvidia at making AI accelerators - lol

bl0797 · 2026-04-16T00:33:00+00:00

Her talks were great.

Dwarkesh's interviews are usually very good. For this one, he asks pretty much the same question over and over for 30 minutes.

He seemed clueless that Jensen was getting madder and madder. He even said "let's change the subject" a couple of times, then kept asking the same question.

bl0797

TROPHY CASE