Wedbush analyst on Nvidia's path to $6 trillion and AI chip demand

Wedbush Managing Director Matt Bryson analyzes whether Nvidia can reach a $6 trillion market capitalization, examining the chipmaker's valuation relative to growth prospects. He explores how tight memory supply may actually benefit Nvidia rather than constrain it, and forecasts a potential memory shortage in the coming year driven by Micron and SanDisk dynamics.

Bryson also discusses what open-weight AI models from Nvidia-backed Reflection could mean for overall AI demand, and weighs in on reported partnerships between Elon Musk and Taiwan Semiconductor Manufacturing Company (TSMC) and their implications for Intel. He addresses reports that Microsoft and Meta are pulling back support for Anthropic's Claude model, assessing what that shift means for Anthropic versus Nvidia's broader position.