“In the long-run, prioritization beats efficiency.” - James Clear

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What is going on in the world of business & tech? Why that matters? How to build long term wealth using that info?

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We are putting in $100K live in our portfolio based on our strategies. How is that doing?

Nvidia Shifts to Domestic AI Supercomputer Production Amid Tariff Concerns

In a strategic move following the Trump administration's announcement of impending semiconductor tariffs, Nvidia revealed plans to manufacture AI supercomputers entirely within the United States.

This marks the first complete domestic production of these specialized data center systems dedicated to AI processing.

To execute this ambitious plan, Nvidia has secured over one million square feet of manufacturing space across Arizona and Texas. The company is partnering with electronics manufacturing giants Foxconn to establish a supercomputer plant in Houston and with Taiwan's Wistron for a Dallas facility.

Production at both locations is expected to ramp up significantly within the next 12-15 months.

Check out the AI capital spending by the big 4 in the chart - and then let’s see why this matter.

Why it matters

Well - in short - AI technology is transitioning from large language models toward reasoning models and AI agents. To respond to the same query - the new AI reasoning models are spending a lot of time talking to themselves - generating 100 times more words than an LLM would.

Result: AI reasoning models can use more than 100 times the computing resources of conventional large language models. Resource demands increase further when the new reasoning models access the internet - e.g. Perplexity's "deep research".

To serve these new models Investment in artificial intelligence continues to grow from tech companies, governments, and venture capitalists - despite markets relaying intermittent distress signals. Nvidia stock is down about 30% from its’ recent peak.

We will publish one portfolio - for every day of the week. Mon-Fri.

The Monday post from every week will track the Monday portfolio. The Tuesday post will track the Tuesday portfolio - and so on -

The oldest known giant sequoia tree is approximately 3,266 years old. 

These trees can grow as tall as 80 meters.

Putting things in perspective - When these trees were saplings, humans were still figuring out bronze.

Talk about aging gracefully

Chew on this. The 10000 year history of chewing gum.

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