# The Nvidia Patterns

All things Nvidia news, AI chips, stock price, GTC, CUDA, and related partnership and ecosystem news.

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## [Nvidia's 2026 Updates](https://futuresin.substack.com/p/nvidias-2026-updates)

_2026-01-07 · Michael Spencer_

How do you keep up with Nvidia and how they prepare for the future.

## [Nvidia Acquires Groq](https://futuresin.substack.com/p/nvidia-acquires-groq-2025-twenty-billion)

_2025-12-25 · Michael Spencer_

Nvidia is literally buying up potential competitors. 👀

## [Nvidia's AI Deals of 2025 - Exponential Demand for Compute Rising](https://futuresin.substack.com/p/nvidias-ai-deals-of-2025-exponential-demand-compute-rising)

_2025-09-23 · Michael Spencer_

Circular investments are't real numbers. They are a form of boosting the demand for compute artificially. The AI boom is getting exaggerated. Nvidia is about to hit 10% of the NASDAQ 100 in late 2025.

## [How to make sense of Nvidia's Earnings?](https://futuresin.substack.com/p/how-to-make-sense-of-nvidias-earnings-q2-2026)

_2025-09-01 · Michael Spencer_

Nvidia is the Gold standard and main beneficiary of the Generative AI bull market. 🧈

## [Start Here: Nvidia Documentary by the Financial Times](https://futuresin.substack.com/p/start-here-nvidia-documentary-by)

_2025-03-14 · Michael Spencer_

Film debut March 13th, 2025: Nvidia's rise in the age of AI | FT Film - Intro to GTC

[Listen](https://api.substack.com/feed/podcast/159046686/fc68a192715ba286a96c304c9237b853.mp3)

## [Anthropic Raises $3.5 Billion on Claude 3.7 Sonnet Success](https://futuresin.substack.com/p/anthropic-raises-35-billion-on-claude)

_2025-03-03 · Michael Spencer_

A huge Series E. Their total is now $18.2 billion.

## [JD Vance's AI Summit Paris Speech](https://futuresin.substack.com/p/jd-vance-speech-ai-summit-paris)

_2025-02-12 · Michael Spencer_

How does Trump actually view AI in 2025?

## [What is the AI Energy Score for LLMs? ♻️](https://futuresin.substack.com/p/what-is-the-ai-energy-score-for-llms)

_2025-02-10 · Michael Spencer_

Boris, Salesforce and Understanding Energy scores of LLMs and SLMs.

## [François Chollet's New Startup Ndea](https://futuresin.substack.com/p/francois-chollet-new-startup-ndea)

_2025-01-20 · Michael Spencer_

An AGI focused AI lab taking some novel approaches. A good or not a good idea? Ndea.

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_2025-01-20 · **Sponsored**_

Get this Manifest V3 extension from the official TronBrowser Store listing.

## [Reddit's AI Powered Search and Answers](https://futuresin.substack.com/p/reddits-ai-powered-search-and-answers)

_2024-12-11 · Michael Spencer_

Hey Everyone,