Jonah Lupton(@JonahLupton):Nice comment from @JensenHuang ... "AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue and demand is accelerating. This time last year, one lab alone was driving the buildout; today, we have a golden age of new AI labs and startups, multiple frontier labs scaling in parallel, a thriving open-model ecosystem and physical AI coming online - with strong momentum across the U.S. and around the world. The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment."

Jonah Lupton

@JonahLupton

CEO/CIO at @LuptonCapital and @FirstWaveFund, long-biased hedge fund, focused on undervalued growth stocks that can triple within 3 years, we love big catalysts

参加 April 2008

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Jonah Lupton@JonahLupton

2026.08.26 20:30

Nice comment from @JensenHuang ... "AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue and demand is accelerating. This time last year, one lab alone was driving the buildout; today, we have a golden age of new AI labs and startups, multiple frontier labs scaling in parallel, a thriving open-model ecosystem and physical AI coming online - with strong momentum across the U.S. and around the world. The AI infrastructure buildout is at full steam. Vera Rubin, now in full production, was built to power exactly this moment."

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