#TrumpordersfederalbanonAnthropicAI The "Secret Sauce"

Blackwell Dominance: The Blackwell GPU isn't just a chip; it’s the standard for large language models (LLMs) and autonomous agents.
The "Compute = Revenue" Flywheel: As models get smarter, they require exponentially more compute. Nvidia is the only one currently capable of meeting that scale.
Sovereign AI: Beyond Big Tech, nations are now building their own AI clouds to ensure data sovereignty, creating a new, massive customer base.#USIsraelStrikesIranBTCPlunges
The Reality Check
While the numbers are astronomical, the report correctly identifies the "Three Ghosts" haunting the valuation:
Geopolitical Friction: US-China export bans remain a bottleneck.
The "Hype" Tax: When you’re at the top, any slight miss is treated as a catastrophe by the market.
Rising Insurgency: Silicon from AMD and custom TPUs from Google/AWS are slowly chipping away at the monopoly.#USOCCIssuesNewStablecoinRules