Inside Nvidia’s “Thinking Machine”

2025-04-19

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“AI wouldn’t exist without Nvidia, at least not in its current form.” So argues Stephen Witt, a journalist and author of the book “The Thinking Machine: Jensen Huang, Nvidia, and the World’ Most Coveted Microchip.” The Motley Fool’s Chief Investment Officer, Andy Cross, and Fool contributor Jose Najarro caught up with Witt for a conversation about:- What Jensen Huang is afraid of.- Whether anything can stop the current capex cycle.- Where Nvidia’s next $3 trillion in market cap could come from.

“AI wouldn’t exist without Nvidia, at least not in its current form.”

So argues Stephen Witt, a journalist and author of the book “The Thinking Machine: Jensen Huang, Nvidia, and the World’ Most Coveted Microchip.” The Motley Fool’s Chief Investment Officer, Andy Cross, and Fool contributor Jose Najarro caught up with Witt for a conversation about:

- What Jensen Huang is afraid of.

- Whether anything can stop the current capex cycle.

- Where Nvidia’s next $3 trillion in market cap could come from.

The full version of this conversation is able to Motley Fool members via our Fool24 livestream, available here: https://www.fool.com/premium/news-and-analysis/media

Companies/tickers discussed: NVDA, META, MSFT, AAPL, TSM

Hosts: Andy Cross, Jose Najarro

Guest: Stephen Witt

Producer: Mac Greer, Mary Long

Engineer: Rick Engdahl, Austin Morgan

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