Nvidia / Compute Oligopoly
In plain terms
ENGINE AHEAD — Jensen Huang 90%+ AI training GPU market. Big Three ownership: Vanguard 9.19% ($380 billion), BlackRock 7.86% ($325 billion).
Analysis
ENGINE AHEAD — Jensen Huang 90%+ AI training GPU market. Big Three ownership: Vanguard 9.19% ($380 billion), BlackRock 7.86% ($325 billion). Same entities own financial architecture AND physical what people think and believe. Project Prometheus partner (INL/Nvidia). GPU = new oil, same three firms own both.
Mar 29 live feed: Sony suspends memory card sales due to SSD shortage. PS5 price hike $100-150 citing 'AI and Iran war' pushing up memory chip costs (Guardian). GPU shortage reshaping enterprise infrastructure. AI boom + Iran war = dual demand shock on semiconductor supply chain. German fusion startup pivoting lasers to defense — compute oligopoly extending into energy weapons.