As many of you know, I’ve been investing for nearly a decade. It’s the best investment I’ve ever made. NVIDIA is now on track to become the first 5 trillion dollar company.

Every industry is being rebuilt around AI, and NVIDIA is at the center of it. This is the heart of a new industrial revolution. That’s why it is the most important company in the world right now and should be part of any portfolio.

Jensen’s keynote today is a must watch.

Here are my notes:

AI is not just another tool.

It has rebuilt the entire computing stack. It represents language, images, video, molecules, proteins, and code using the same underlying structure. It learns patterns and generates new ideas. It doesn’t just assist with work. It is becoming a worker that uses tools, makes decisions, and automates complex processes.

To support this shift, the world needs AI factories. These are data centers designed not to store information, but to produce intelligence at massive scale. They require new breakthroughs in compute, memory, efficiency, and system design.

Traditional data centers weren’t built for this. The next era is the AI factory: a purpose-built system designed to generate intelligence as its primary output. And NVIDIA has spent decades developing the architecture to make it possible.

And it’s not just one chip. Every generation combines GPU, CPU, networking processors, and NVLink switches into a unified architecture. They are co-designed so that dozens or even thousands of GPUs can function as one massive, coordinated processor.

But it’s even more than hardware. It’s a complete stack of algorithms, software libraries, systems, and applications built specifically for AI.

NVIDIA has over 350 specialized CUDA libraries that power healthcare, robotics, manufacturing, digital biology, scientific research, and more. This software ecosystem is one of the strongest moats in all of technology.

Demand is off the charts. They have already shipped about 6 million Blackwell GPUs in less than a year.

And Nvidia still has line of sight on $500B in cumulative Blackwell and early Rubin revenue through the end of calendar year 2026.

This is the new industrial revolution.

And we are just getting started.