Скачать или смотреть NVIDIA’S “METAL HEIST” Jensen Huang Outbid Microsoft for 120M Oz Jake Tapper

NVIDIA just made a move the market is treating like routine procurement. It isn’t.
A single leaked-style procurement narrative points to a quiet choke point in the AI race: silver.

In this video, we break down the claim that Jensen Huang and NVIDIA locked up 120 million ounces of refined silver through forward contracts—an amount framed as large enough to reshape who can actually manufacture next‑gen AI accelerators at scale. You’ll see why the story argues the true bottleneck isn’t fabs, EUV lithography, or Taiwan capacity, but a specific material used in bonding, thermal management, and power delivery inside high‑end GPUs.

We also walk through the alleged consequences for Microsoft’s AI infrastructure plans, plus the knock-on effects for AMD, Intel, and any competitor trying to ramp production under the same supply constraints. Finally, we connect the narrative to the difference between paper pricing and physical availability—and what shortages can do to industrial timelines.

If you value calm, evidence-first analysis, watch to the end and share your take in the comments.

Timestamps
0:00 — Introduction: Jensen Huang’s headlines today and initial reaction
02:12 — Public or market misunderstanding
08:45 — Long-term consequences
14:30 — Winners and losers
19:05 — Calm expert insight
24:10 — Final takeaway

Resources
NVIDIA Investor Relations: https://investor.nvidia.com/
Microsoft Investor Relations: https://www.microsoft.com/en-us/Investor
ASML Investor Relations: https://www.asml.com/en/investors
TSMC Investor Relations: https://investor.tsmc.com/english
CME Group (COMEX Silver overview): https://www.cmegroup.com/markets/metals/pr...

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AI voice or likeness is used strictly for educational storytelling based on public material.

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#NVIDIA #JensenHuang #Microsoft #AIChips #Semiconductors #GPUs #SupplyChain #Commodities #Silver #PreciousMetals #IndustrialMetals #DataCenters #AzureAI #OpenAI #ChipManufacturing #TSMC #ASML #AMD #Intel #TechStrategy #MacroMarkets #FuturesMarket #COMEX #PhysicalSilver #AIInfrastructure