There is no company name-dropping in most investor calls in the Semiconductor industry except for competitor names. Information about suppliers and customers can be sensitive, and in general, it is not shared. However, a graphics gaming company changed that right before becoming an AI GPU company. On the investor call just before the lid went off the AI kettle, Nvidia mentioned 14 companies in their investor call. Last week, that number had grown to 57 mentions! The call is turning into the AI Academy Awards. From not wanting to be mentioned, companies likely need to be mentioned on the Nvidia call. That means you are at least a billion-dollar friend to Jensen and worth noticing. I take a look at the data and share it with you in this free blog post: