Gene Munster (@munster_gene)

Are we in an AI bubble? Andy Jassy gave his take in the $AMZN annual shareholder letter: “I've followed the public debate on whether this technology is over-hyped, whether we're in ‘a bubble,’ and if the margins and ROIC will be appealing. My strong conviction, at least for

2026-04-10 View on X

The Verge

In his annual letter, Andy Jassy says Amazon's space-internet service Leo will “launch in mid-2026”, after delays; Amazon has FCC approval for 3,236 satellites

Better late than never for the Elon Musk alternative. … Amazon CEO Andy Jassy says the company's space-internet service Leo …

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Are we in an AI bubble? Andy Jassy gave his take in the $AMZN annual shareholder letter: “I've followed the public debate on whether this technology is over-hyped, whether we're in ‘a bubble,’ and if the margins and ROIC will be appealing. My strong conviction, at least for

2026-04-10 View on X

GeekWire

Annual letter: Andy Jassy says AWS' AI revenue has hit a $15B annual run rate as of Q1 and that Amazon's internal chips business is generating $20B+ per year

taking a shot at NvidiaTelecompaper:Amazon CEO defends huge AI investments, confirms Leo launch in mid-2026Wajeeh Khan /Barchart.com:As Amazon Takes on Chipmakers, Should You Buy A...

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$AAPL's greatest product wasn't the iPhone. It was the culture Jobs built to outlast him. 50 years in, that edge is as sharp as ever. Thank you, Steve. #Apple50 https://genemunster.com/... [image]

2026-04-01 View on X

Financial Times

As Apple turns 50, a look at how a management course in postwar Japan paved the way for Steve Jobs' obsession with quality and its dominance in the iPhone era

How a little-known yet highly influential management course in postwar Japan paved the way for Steve Jobs' obsession with quality.

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Two things investors should keep in mind as Apple works to do something unique in AI: 1️⃣ The scope of their AI ambitions is bigger than last year's WWDC comments. It's now expected to include conversational AI and using Siri as a UI to access third-party models. The substance remains unchanged, about using Siri to power personal AI. 2️⃣ WWDC won't be a “flip the switch” moment for Siri. The first leap forward likely starts with the new iOS in September, with a phased rollout over the next six months. In other words, we're about a year away from having access to the new Siri in its entirety. My take: This will be worth the wait.

2026-03-27 View on X

Bloomberg

Sources: Apple plans to open up Siri to run any AI service via App Store apps in iOS 27, dropping ChatGPT as an exclusive partner in Apple Intelligence and Siri

Apple Inc. plans to open Siri to outside artificial intelligence assistants, a major move aimed at bolstering the iPhone as an AI platform.

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Two things investors should keep in mind as Apple works to do something unique in AI: 1️⃣ The scope of their AI ambitions is bigger than last year's WWDC comments. It's now expected to include conversational AI and using Siri as a UI to access third-party models. The substance

2026-03-26 View on X

Bloomberg

Sources: Apple plans to open up Siri to run any AI service via App Store apps in iOS 27, dropping ChatGPT as exclusive partner in Apple Intelligence and Siri

Apple Inc. plans to open Siri to outside artificial intelligence assistants, a major move aimed at bolstering the iPhone as an AI platform.

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I agree with Zuck on the agents. This summer, Deepwater's interns won't be learning about tech investing. They'll be building personal AI agents instead. https://www.wsj.com/...

2026-03-23 View on X

Wall Street Journal

Sources describe how Meta's employees build and use internal AI tools; a source says Mark Zuckerberg is building a CEO agent to help him get information faster

Meta Platforms chief uses the tool to get information faster as the company seeks to embrace artificial intelligence in all it does

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Four key takeaways from 2.5 hours of keynote: 1. Jensen says growth in CY27 will be likely above 40%. The Street is at 30%. 2. Tiered pricing on tokens will become more pronounced given they claim to be the “inference king” with Groq powering the smartest tokens that users will pay for. 3. The continued expansion of the business. They're a platform and will ride multiple waves of AI including physical which is good for long term growth. 4. All software companies need to become agentic. Suggest multi year challenges and big opportunities for current SaaS companies.

2026-03-17 View on X

CRN

Nvidia announces the Nvidia Groq 3 LPX, an inference server rack featuring 256 Groq 3 LPUs, 128GB of SRAM, and 40 PBps SRAM bandwidth, available in H2 2026

Nvidia announced Monday at GTC 2026 that its new Groq-based inference server rack will be available alongside the Vera Rubin NVL72 rack …

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Four key takeaways from 2.5 hours of keynote: 1. Jensen says growth in CY27 will be likely above 40%. The Street is at 30%. 2. Tiered pricing on tokens will become more pronounced given they claim to be the “inference king” with Groq powering the smartest tokens that users will pay for. 3. The continued expansion of the business. They're a platform and will ride multiple waves of AI including physical which is good for long term growth. 4. All software companies need to become agentic. Suggest multi year challenges and big opportunities for current SaaS companies.

2026-03-17 View on X

Bloomberg

Jensen Huang says Nvidia expects its flagship AI chips to help generate $1T+ in sales through 2027, after previously forecasting $500B in sales through 2026

Nvidia Corp. Chief Executive Officer Jensen Huang, addressing crowds at the company's biggest annual event …

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The fact that Jensen guided CY27 revenue about 7% ahead of the Street, yet the stock only moved about 1% higher on the news, speaks to investors' willingness to believe. $NVDA

2026-03-17 View on X

CRN

Nvidia announces the Nvidia Groq 3 LPX, an inference server rack featuring 256 Groq 3 LPUs, 128GB of SRAM, and 40 PBps SRAM bandwidth, available in H2 2026

Nvidia announced Monday at GTC 2026 that its new Groq-based inference server rack will be available alongside the Vera Rubin NVL72 rack …

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Big update on demand: Stock goes from up 2% to up 3%. Raised CY27 revenue to be about 7% higher than the Street. Specifics: Jensen now says through end of CY27 there is $1 trillion in demand for Rubin. Three weeks ago, he was saying CY26 was going to be better than $500B. My

2026-03-17 View on X

Bloomberg

Jensen Huang says Nvidia expects its flagship AI chips to help generate $1T+ in sales through 2027, after previously forecasting $500B in sales through 2026

Nvidia Corp. Chief Executive Officer Jensen Huang, addressing crowds at the company's biggest annual event …

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The fact that Jensen guided CY27 revenue about 7% ahead of the Street, yet the stock only moved about 1% higher on the news, speaks to investors' willingness to believe. $NVDA

2026-03-17 View on X

Bloomberg

Jensen Huang says Nvidia expects its flagship AI chips to help generate $1T+ in sales through 2027, after previously forecasting $500B in sales through 2026

Nvidia Corp. Chief Executive Officer Jensen Huang, addressing crowds at the company's biggest annual event …

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Big update on demand: Stock goes from up 2% to up 3%. Raised CY27 revenue to be about 7% higher than the Street. Specifics: Jensen now says through end of CY27 there is $1 trillion in demand for Rubin. Three weeks ago, he was saying CY26 was going to be better than $500B. My

2026-03-17 View on X

CRN

Nvidia announces the Nvidia Groq 3 LPX, an inference server rack featuring 256 Groq 3 LPUs, 128GB of SRAM, and 40 PBps SRAM bandwidth, available in H2 2026

Nvidia announced Monday at GTC 2026 that its new Groq-based inference server rack will be available alongside the Vera Rubin NVL72 rack …

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Big update on demand: Stock goes from up 2% to up 3%. Raised CY27 revenue to be about 7% higher than the Street. Specifics: Jensen now says through end of CY27 there is $1 trillion in demand for Rubin. Three weeks ago, he was saying CY26 was going to be better than $500B. My

2026-03-16 View on X

Bloomberg

Jensen Huang says Nvidia expects to generate $1T+ in sales from its flagship AI chips through the end of 2027, after previously forecasting $500B by 2026's end

Ian King /Bloomberg:

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Kickoff video showcased about a dozen startups doing frontier AI. Reminds me that many of the big tech companies of tomorrow are private today. $NVDA

2026-03-16 View on X

Digital Foundry

Nvidia unveils DLSS 5, which uses a real-time neural rendering model to add photorealistic lighting to game frames, arriving this fall to RTX 50-series GPUs

At its GTC 2026 event, Nvidia has revealed the next generation of DLSS. DLSS 5 isn't a frame-rate, frame generation or performance enhancing technology.

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Getting ready for Jensen's keynote on Monday. His message to a skeptical investing crowd: we're at an AI utility inflection point. $NVDA https://genemunster.com/...

2026-03-16 View on X

CNBC

A preview of Nvidia's 2026 GTC, which kicks off on March 16, where the company is expected to unveil new agentic-optimized CPUs, a CPU-only rack, and more

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Kickoff video showcased about a dozen startups doing frontier AI. Reminds me that many of the big tech companies of tomorrow are private today. $NVDA

2026-03-16 View on X

NVIDIA on YouTube

A recording of Jensen Huang's Nvidia GTC 2026 keynote at the SAP Center in San Jose, California

Watch NVIDIA Founder and CEO Jensen Huang's GTC keynote as he unveils the latest breakthroughs in AI and accelerated computing. See how agentic AI, AI factor...

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Kickoff video showcased about a dozen startups doing frontier AI. Reminds me that many of the big tech companies of tomorrow are private today. $NVDA

2026-03-16 View on X

CRN

Nvidia announces the Nvidia Groq 3 LPX, an inference server rack featuring 256 Groq 3 LPUs and 128GB of on-chip SRAM, available in H2 2026

Nvidia announced Monday at GTC 2026 that its new Groq-based inference server rack will be available alongside the Vera Rubin NVL72 rack …

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Kickoff video showcased about a dozen startups doing frontier AI. Reminds me that many of the big tech companies of tomorrow are private today. $NVDA

2026-03-16 View on X

Bloomberg

Jensen Huang says Nvidia expects to generate $1T+ in sales from its flagship AI chips through the end of 2027, after previously forecasting $500B by 2026's end

Ian King /Bloomberg:

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$NVDA keynote kicks off any minute. Its a tie for key topics today: 1. Rubin Demand 2. How they'll benefit from inference. My take: 1. Jensen will likely say Rubin demand continues to be off the charts, and that's what investors already know. Unfortunately a non event for

2026-03-16 View on X

Bloomberg

Jensen Huang says Nvidia expects to generate $1T+ in sales from its flagship AI chips through the end of 2027, after previously forecasting $500B by 2026's end

Ian King /Bloomberg:

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The fact that Jensen guided CY27 revenue about 7% ahead of the Street, yet the stock only moved about 1% higher on the news, speaks to investors' willingness to believe. $NVDA

2026-03-16 View on X

NVIDIA on YouTube

A recording of Jensen Huang's Nvidia GTC 2026 keynote at the SAP Center in San Jose, California

Watch NVIDIA Founder and CEO Jensen Huang's GTC keynote as he unveils the latest breakthroughs in AI and accelerated computing. See how agentic AI, AI factor...

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