Dylan Jovine | NVIDIA’s Next $20 Tillion Bet: How to Invest Before the AI Boom Hits Wall Street

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Hey, it’s Dylan Jovine with Behind The Markets. This is one of those days where everything lines up perfectly. The news, the momentum, the timing—it all hits at once. NVIDIA just announced they're investing $500 billion into AI computer manufacturing in Texas. That’s right, $500 billion. And it plays right into the biggest investment theme I’ve been talking about for months: American manufacturing coming back in a big way—and the tech that’s powering it.

At 1 o’clock today, I’m hosting a webinar that dives into a robotics company I believe could be one of the biggest winners from this shift. They’ve built a cheaper, faster robot arm, they’ve got patents, MIT’s VC arm invested, and even the U.S. Air Force is backing them. This is real tech being used in real ways—and it’s still pre-IPO.

We’re also going to talk about another company—one backed by NVIDIA, Google, and Foxconn—that’s developing autonomous vehicle systems. It reminds me of CoreWeave, which went from a $2 billion private company to delivering 1,000% returns to early investors. These are the kinds of opportunities that rarely make the headlines but change lives if you catch them early.

So yeah, I’m excited—and wearing my slightly-too-big shirt to prove it. If you haven’t signed up for today’s webinar yet, this is your reminder. I’ll see you at 1 PM sharp.

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