The Nvidia Patterns | Michael Spencer | Substack

Nvidia's 2026 Updates

How do you keep up with Nvidia and how they prepare for the future.

Jan 7 • Michael Spencer

Nvidia's AI Deals of 2025 - Exponential Demand for Compute Rising

Circular investments are't real numbers. They are a form of boosting the demand for compute artificially. The AI boom is getting exaggerated. Nvidia is…

Sep 23, 2025 • Michael Spencer

How to make sense of Nvidia's Earnings?

Nvidia is the Gold standard and main beneficiary of the Generative AI bull market. 🧈

Sep 1, 2025 • Michael Spencer

27:01

Start Here: Nvidia Documentary by the Financial Times

Film debut March 13th, 2025: Nvidia's rise in the age of AI | FT Film - Intro to GTC

Mar 14, 2025 • Michael Spencer

Anthropic Raises $3.5 Billion on Claude 3.7 Sonnet Success

A huge Series E. Their total is now $18.2 billion.

Mar 3, 2025 • Michael Spencer

Most Popular

Nvidia Acquires Groq

Dec 25, 2025 • Michael Spencer

OpenAI's GPT-Next Should come out in the Fall

Sep 4, 2024 • Michael Spencer

How to make sense of Nvidia's Earnings?

Sep 1, 2025 • Michael Spencer

Nvidia's AI Deals of 2025 - Exponential Demand for Compute Rising

Sep 23, 2025 • Michael Spencer

The Nvidia Patterns

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