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Filtered: Nvidia at $5 Trillion: The Tollbooth of Modern Computing, and a Single Point of Failure?
Filtered with TJ Walker
1 hour 5 minutes
4 days ago
Filtered: Nvidia at $5 Trillion: The Tollbooth of Modern Computing, and a Single Point of Failure?
Nvidia just crossed $5T, on par with Germany’s annual output, and now represents a little over 8% of the S&P 500. With AI data-center spending powering roughly 92% of U.S. GDP growth in the first half of 2025, we unpack how one company became central to markets and the economy, why its products (GPUs, networking, CUDA) lock in demand, why humans can’t intuit trillion-scale numbers, and how a sudden drop could reverberate from index funds to the AI build-out itself.Chapters/Segments:00:00 Intro & market setup00:09 Nvidia hits $5T; as big as Germany01:44 Nvidia = 8% of the S&P 50002:27 AI build-out and U.S. GDP growth02:45 Why concentration is the real headline04:55 Bigger than the entire Russell 2000 combined05:55 Why our brains can’t grasp trillions08:18 What Nvidia actually makes (plain English)10:20 Not calling a crash, explaining the stakes
