Nvidia Ascends the Throne: A New King Under the Sun!

A Shadow Recedes!

Hoom! It seems the winds of fortune have shifted once again! Word has reached me Gandalf of movements in the East—not of Orcs thankfully but of something far more subtle: the rising tide of Nvidia! Like a Balrog banished back into the abyss Microsoft has been edged aside. The whispers on the wind speak of Nvidia's shares soaring a light that shines even brighter than the beacons of Gondor!

The Elves and Their Craft!

Ah the Elves of the East—or rather their modern day equivalents! SK Hynix those clever chip makers have seen their fortunes rise by 3.53%. One might say they are crafting memory chips with the skill of Celebrimbor himself! And TSMC who forge Nvidia's high performance GPUs have also felt the warmth of this new sun though with a more modest increase of 0.47%. Still every little hobbit helps eh?

Foxconn's 'AI Factories': Not Quite Rivendell!

Even Foxconn or Hon Hai as some call them are getting in on the act building 'AI factories' with Nvidia. Factories! Not quite as elegant as Rivendell but one must move with the times I suppose. One does not simply walk into Mordor... or ignore the potential of electric vehicles powered by AI I presume.

Not All Who Wander Are Lost (But Some Chips Are Restricted!)

It seems even the Far East of Japan feels the ripples of this technological earthquake. Advantest Softbank Tokyo Electron and Renesas Electron all dancing like fireflies in the night. Their stocks climb though some are not directly linked to Nvidia. It seems the rising tide lifts all boats or at least most of them. But beware! The shadows of restrictions loom. Word reaches my ears of restrictions against sales of Nvidia's H20 AI chip an $8 billion potential setback. The shadow of Mordor or rather the Trump administration. Still 'not all those who wander are lost;' perhaps Nvidia will find a way around this obstacle much like Frodo found his way to Mount Doom. And who knows what Trump will get up to next Saruman has nothing on his political games.

Worth More Than All the Gold in Erebor?

Nvidia's market value now stands at a staggering $3.77 trillion. A figure that makes even Smaug's hoard seem like a mere trinket! One might wonder what use is all this wealth? Is it merely a trinket to be hoarded or will it be used for good to bring light and knowledge to the world? One hopes it is the latter for as Bilbo Baggins once said "It is no bad thing to celebrate a simple feast among friends."

Hope and Vigilance!

So let us watch this Nvidia. Let us hope that its power is used wisely not for greed or domination. Remember even the smallest person can change the course of the future. As I once told Frodo "All we have to decide is what to do with the time that is given to us." The future of AI is upon us and it is up to us to ensure that it is a bright one. Now I believe I'll go for a walk in the Shire. A wizard is never late nor is he early he arrives precisely when he means to.