Ameriški Delniški Trg

Ne glede na to kaj te farbajo v sdsu, slovenska narodnost ni bila izumljena leta 1991. No, pa še eno stvar se boš danes naučil. Ja, v samostojni Sloveniji (v tisti v kateri sedaj živiš), je kar nekaj časa bili dinar uradno plačilno sredstvo.

Smo pa prej in pol bolj ali manj stvari računal v markah.

no comment je 2. okt 2025 ob 22:41 izjavil:

Ne glede na to kaj te farbajo v sdsu, slovenska narodnost ni bila izumljena leta 1991. No, pa še eno stvar se boš danes naučil. Ja, v samostojni Sloveniji (v tisti v kateri sedaj živiš), je kar nekaj časa bili dinar uradno plačilno sredstvo.

OpenAI and Broadcom announce strategic collaboration to deploy 10 gigawatts of OpenAI-designed AI accelerators


San Francisco and Palo Alto--October 13, 2025--OpenAI and Broadcom today announced a collaboration for 10 gigawatts of custom AI accelerators. OpenAI will design the accelerators and systems, which will be developed and deployed in partnership with Broadcom. By designing its own chips and systems, OpenAI can embed what it's learned from developing frontier models and products directly into the hardware, unlocking new levels of capability and intelligence. The racks, scaled entirely with Ethernet and other connectivity solutions from Broadcom, will meet surging global demand for AI, with deployments across OpenAI's facilities and partner data centers.

OpenAI and Broadcom have long-standing agreements on the co-development and supply of the AI accelerators. The two companies have signed a term sheet to deploy racks incorporating the AI accelerators and Broadcom networking solutions.

"Partnering with Broadcom is a critical step in building the infrastructure needed to unlock AI's potential and deliver real benefits for people and businesses," said Sam Altman, co-founder and CEO of OpenAI. "Developing our own accelerators adds to the broader ecosystem of partners all building the capacity required to push the frontier of AI to provide benefits to all humanity."

"Broadcom's collaboration with OpenAI signifies a pivotal moment in the pursuit of artificial general intelligence," said Hock Tan, President and CEO of Broadcom. "OpenAI has been in the forefront of the AI revolution since the ChatGPT moment, and we are thrilled to co-develop and deploy 10 gigawatts of next generation accelerators and network systems to pave the way for the future of AI."

"Our collaboration with Broadcom will power breakthroughs in AI and bring the technology's full potential closer to reality," said OpenAI co-founder and President, Greg Brockman. "By building our own chip, we can embed what we've learned from creating frontier models and products directly into the hardware, unlocking new levels of capability and intelligence."

"Our partnership with OpenAI continues to set new industry benchmarks for the design and deployment of open, scalable and power-efficient AI clusters," said Charlie Kawwas, Ph. D., President of the Semiconductor Solutions Group for Broadcom. "Custom accelerators combine remarkably well with standards-based Ethernet scale-up and scale-out networking solutions to provide cost and performance optimized next generation AI infrastructure. The racks include Broadcom's end-to-end portfolio of Ethernet, PCIe and optical connectivity solutions, reaffirming our AI infrastructure portfolio leadership."

For Broadcom, this collaboration reinforces the importance of custom accelerators and the choice of Ethernet as the technology for scale-up and scale-out networking in AI datacenters.

OpenAI has grown to over 800 million weekly active users and strong adoption across global enterprises, small businesses, and developers. This collaboration will help OpenAI advance its mission to ensure that artificial general intelligence benefits all of humanity.
https://openai.com/index/openai-and-bro...

Torej dodatnih 10GW? Pa teli res niso normalni. Market Cap OpenAI se približuje $1 Trillion. Če to ni eden najbolj norih podatkov...v praktično 2 letih je podjetje postalo vredno skoraj 1000 milijard dolarjev.

Zdaj se je še Warren Buffet oglasil in javno rekel, da naj ga nehajo srat...

Zadnjič sem slišal izraz "circular economy" v zvezi z AI in sem moral prav študirat, kaj to pomeni. V bistvu gre za to, da si igralci na področju AI en drugemu pumpajo vrednost delnic. Poenostavljeno povedano, Nvidia vloži milijardo v OpenAI, nakar ta kupi za milijardo njenih čipov in gre obema gor vrednost za par milijard na borzi. In v tej "krožni AI ekonomiji" sodeluje še več podjetji. Koliko časa lahko tak sistem deluje pa vprašanje. Verjetno toliko časa, dokler ne deluje več in bodo številni spet lahko rekli, da so opozarjali.

dronyx je 14. okt 2025 ob 04:17:24 izjavil:

Zadnjič sem slišal izraz "circular economy" v zvezi z AI in sem moral prav študirat, kaj to pomeni. V bistvu gre za to, da si igralci na področju AI en drugemu pumpajo vrednost delnic. Poenostavljeno povedano, Nvidia vloži milijardo v OpenAI, nakar ta kupi za milijardo njenih čipov in gre obema gor vrednost za par milijard na borzi. In v tej "krožni AI ekonomiji" sodeluje še več podjetji. Koliko časa lahko tak sistem deluje pa vprašanje. Verjetno toliko časa, dokler ne deluje več in bodo številni spet lahko rekli, da so opozarjali.

Pa saj to je bila ena od klasičnih dot-com for. Sploh se ti ni bilo treba več ukvarjati z VC krošnjarjenjem (tudi to se je počelo seveda) - naredil si bulšit .com podjetje prodal drugemu enakemu za milončk "storitev", oni tebi isto - in ker sta bila oba totalno brez keša sta naredila kar "kliring" - voila in imaš dve nadebudni podjetji z dvema milijonoma prometa skupno! Nakar sta šla oba na borzo z miljonskimi IPOti, ker sta obetala! In tako nekaj časa do fajrunta.

Samo takrat so bili zneski bistveno manjši ...

Prediction: Nvidia Will Be Worth $15 Trillion by 2030 If This One Thing Happens



With a market cap of around $4.3 trillion as of this writing, Nvidia (NASDAQ: NVDA) is the world's largest company. However, the company's leadership believes its market cap could go much higher, and it has fairly solid data to back that premise up.

During Nvidia's fiscal 2026 Q2 earnings call, executives unveiled a jaw-dropping growth projection, and if they're right, by 2030, Nvidia could be worth $15 trillion or more. That would amount to approximately 250% upside from today's share price.

GPUs are in huge demand
Nvidia makes graphics processing units (GPUs), which are specialized parallel processing chips that were originally designed to speed up the rendering of video game graphics. Back in the late 1990s, video game software featured some of the most demanding workloads a computer was likely to face. But the specific tasks that were the most problematic for a standard central processing unit (CPU) could be handled rapidly by a parallel processor. So various companies, including Nvidia, developed GPUs -- the right tool for the problem.

Eventually, it became clear that GPUs were useful in a host of other situations in which computational problems could easily be broken down into many small pieces that could be solved simultaneously -- engineering simulations and mining cryptocurrency, among others. However, one use case for GPUs surfaced that has dwarfed all the others: training and powering artificial intelligence (AI) models. And this market for the chips only looks to be getting bigger.

Over the past 12 months, Nvidia's revenue totaled $165 billion, and it's still growing at a rapid pace. Wall Street analysts project that in the current fiscal year (ending Jan. 2026), Nvidia's top line will hit $206 billion, but even that amount is nothing compared to where management believes the business could go by fiscal 2030.

During the late-August earnings call, management discussed the AI data center market's growth trajectory. Currently, they estimate companies will spend $600 billion this year on AI-related capital expenditures (capex) with the bulk of that coming from just four hyperscalers -- Amazon, Microsoft, Alphabet, and Meta.

Considering data center revenue made up 89% of Nvidia's top line in the past year, the company could end up claiming as much as 30% of that capex spending. And there's more: By 2030, Nvidia estimates global data center capex could total $3 trillion to $4 trillion.

While some investors may be quick to write off this massive market projection, data centers take years to build. The process includes identifying a location, sourcing power, designing the facility, building it, and outfitting it with computing equipment. This means many of the data centers companies are announcing plans for in 2025 won't be operating until 2026 and beyond. So AI hyperscalers (and other big enterprise buyers) must coordinate chip supply with Nvidia. Otherwise, they could face GPU shortages for their data center buildouts.

So while Nvidia's forecast deserves scrutiny, investors should also consider what it means for the stock if that forecast proves accurate.

Nvidia could be a $15 trillion company by 2030
If Nvidia's market forecast pan out, its path to becoming a $15 trillion company by 2030 is fairly clear. Based on the midpoint of its market projection, $3.5 trillion, the company's revenue can top $1 trillion by 2030 assuming it continues to capture a 30% share of that spending.

Combined with Nvidia's strong net income margin, currently 52%, its profits could climb to $500 billion by the end of the decade. Put it all together, and the stock would only need a forward earnings multiple of approximately 30 (it currently trades at 40 times forward estimates) to bring Nvidia's market cap up to $15 trillion.

Many investors will find these numbers hard to believe, and this is undoubtedly a bull-case scenario based on optimistic projections from CEO Jensen Huang and his team. However, recall that just three years before Nvidia became the world's first $4 trillion company, it was worth about $300 billion.

And even if the actual market opportunity comes in below Nvidia's outlook, the rapid growth of AI development should still be enough to support the stock's market-beating track record, making it a buy regardless.

https://finance.yahoo.com/news/predicti...

Se pravi 2030:
Market Cap: $15T
Revenue: $1T-$1.3T
Free Cash Flow: $500 Billion

Da bi eno samo podjetje vsako leto ustvarilo 500 milijard net profita je absolutno absurdno. S tem denarjem lahko dobesedno zgradiš eno veliko novo mesto na leto. Oziroma 25 velikih fabov. Če se to res zgodi v naslednjih 5 letih potem se konkureni po svetu slabo piše.

America's Millionaires and Billionaires vs. Other Top Countries
The United States is home to over 6 million millionaires and 867 billionaires--more than the next nine countries combined



The United States has long been a global center of wealth, and the gap between America and the rest of the world continues to widen.

From Silicon Valley founders to Wall Street financiers, America's concentration of millionaires and billionaires far surpasses any other nation.

This chart uses data from Henley & Partners to compare the number of U.S. millionaires and billionaires against those in the next nine wealthiest countries.

Where Global Wealth Is Concentrated
The U.S. hosts more than six million millionaires, accounting for roughly 39% of the world's millionaire population. It also leads by a wide margin in billionaires--867 in total--greater than China, Germany, and India combined.

China follows with 827,900 millionaires and 278 billionaires, underscoring the country's growth in private wealth despite slowing GDP growth in recent years. However, along with the UK, China is expected to lose the most number of millionaires in 2025.

Germany leads among European countries, with 781,900 millionaires and 80 billionaires--driven by its strong industrial base and family-owned Mittelstand firms. Furthermore, the UK, France, Switzerland, and Italy continue to anchor wealth within the continent, which collectively houses over 2 million millionaires.

America's Wealth Advantage
The dominance of U.S. wealth reflects the scale of its financial markets, entrepreneurship, and innovation economy. Tech founders, asset managers, and corporate leaders have driven a rise in ultra-high-net-worth individuals and wealth flows over the past two decades.

While China and Europe have seen growth in wealth creation, the U.S. still commands a disproportionate share of global private capital--and remains home to nearly half of the world's billionaires.

https://www.visualcapitalist.com/americ...

ZDA imajo več milijonarjev kot naslednjih 9 držav skupaj. Gre za individualne miljonarje kjer gre samo za "cash on hand" oziroma v te številke niso vštete nepremičnine itd. Bom objavil v naslednjem komentarju število milijonarjev (Assets included)

Bolj verjetno, da baloncek poci.