How Nvidia Could Make $150 Billion Look Small

Nvidia announced a $150 billion share repurchase program, its largest in history, but contributors argue it's insufficient for a $5 trillion company and suggest a $500 billion buyback would be more impressive. The announcement coincided with an AI safety initiative, potentially masking concerns about slowing growth, competitive threats from hyperscalers developing their own chips, and questions about whether existing GPU hardware may become adequate for most enterprise workloads, potentially slowing upgrade cycles.