As Nvidia approaches a fresh record high, Wedbush Managing Director Matt Bryson breaks down what it would take for the chipmaker to reach a $6 trillion market cap, why tight memory supply may actually help Nvidia, and why he doesn't think there will be enough memory next year. Bryson also weighs in on what Nvidia-backed Reflection's open-weight model could mean for AI demand, reports that Elon Musk could partner with Taiwan Semiconductor and what that means for Intel, and why reports of Microsoft and Meta pulling back on Anthropic's Claude may matter more for Anthropic than for Nvidia.
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