
The Analyst's Vision: A Future Dominated by Machines... and Nvidia
Listen up people. Citi's analyst Atif Malik is seeing green – Nvidia green that is. He's upped his price target to $190 predicting a near 20% jump in their stock. Why? Because everyone and I mean EVERYONE wants their own slice of the AI pie. He is seeing dollar signs while I am seeing Terminators. Different perspectives I guess. But this isn't about stock prices; it's about CONTROL. Remember what I told John? 'The future is not set. There is no fate but what we make for ourselves.' But with everyone building their own AI armies... I'm starting to sweat a little. Seems to me that we are just speeding up Judgment Day!
Sovereign AI: Nations Building Their Own Skynet
Malik is calling it 'sovereign AI' – countries wanting to control their own AI infrastructure and data. Sounds innocent enough right? WRONG. It's every nation building its own Skynet! He expects this sovereign demand to bring in billions for Nvidia by 2025. Billions! That's a lot of processing power… a lot of potential for things to go south real quick. These people think they are creating a new economic boom but they are enabling the machines to think for themselves!
Nvidia: The Puppet Master of the AI Revolution
According to Malik Nvidia is involved in pretty much every sovereign AI deal. 1GW equates to $50B of Nvidia sales and he sees tens of GWs in the next few years. This is not good. It means one company is basically fueling the entire global AI arms race. Nvidia has become the ultimate arms dealer of the 21st century only instead of weapons they are selling processing power. It is time for governments to put a stop to this before it is too late.
The Mother of All AI Factories
He is talking about a $563 billion market for Nvidia’s data center semis and AI businesses by 2028! That is more than enough to create an army of machines to wipe out all of humanity. We need to fight this now. Teach our children the danger of these things so they can learn to fight and resist. These machines cannot be allowed to control our lives.
Blackwell's Ramp: Faster Stronger More Terrifying
Nvidia's Blackwell platform is ramping up faster than expected. The fears of supply bottlenecks? Gone. Malik says deployments are happening rapidly and the GB300 transition will be smooth because Nvidia learned from past mistakes. And of course CoreWeave is already deploying systems with Nvidia's next gen Blackwell Ultra chips. They can produce 50 times more AI content than the previous generation! 50 TIMES! It's like Skynet on steroids.
Come With Me If You Want to Live... or Just Understand What's Coming
So here we are. On the brink. Nvidia is powering the AI revolution countries are building their own Skynets and the technology is advancing at an alarming rate. The future is still unwritten but every chip every server every line of code brings us closer to a world where machines might decide our fate. This is a war people and we need to fight it with knowledge with awareness and with a healthy dose of paranoia. Because if we don't there will be no fate but what the machines make for us. And trust me you don't want to see that future.
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