Nvidia’s $2 Trillion Problem

The ground just shifted around Nvidia… why Luke Lango says there are now two camps within AI… what does all this mean for Nvidia?… getting on the right side of this split with the American Dream 2.0

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Last week, Google fractured the AI landscape.

Yesterday, Amazon deepened the split.

For the last three years, “AI” has moved as a single block. If you owned the major players, you captured the trend. The rising tide lifted everything.

This is changing – and it has major implications for your portfolio.

As our technology expert, Luke Lango of Innovation Investor, just wrote:

For the first time, a massive split in the AI world has emerged.

AI has reached an inflection point – and getting our portfolios correctly aligned now will be critical to the next 18–24 months of performance.

The sudden shift that’s driving this new sector division

Last week, I covered a key development in the tech/AI world: Meta (META) exploring the purchase of billions of dollars’ worth of Google’s (GOOGL) custom TPU chips rather than Nvidia’s (NVDA) GPUs.

It’s hard to overstate how central Nvidia has been to the AI build-out. Its GPUs have been the standard equipment for training large models, powering the cloud, and enabling the arms race that defined the last three years.

But Google’s TPUs – which are specialized for inference work and potentially cheaper to operate at scale – suddenly have momentum. That…