Autumn Check-In: What Happened to Everyone on the AI Whale List
Back in the spring, I put together a list of who's actually making money from the AI boom, and I said at the time that net worths at this level move faster than I can update a blog post. That turned out to be an understatement. A few people asked for a follow-up, so here it is: same cast, same order, four months later (as of September 19th).
Jensen Huang (Nvidia) - Nvidia briefly hit a $5 trillion valuation this fall, pushing Huang's net worth to around $180 billion, and Huang has spent the season doing actual diplomacy: flying to Beijing with the Trump delegation to talk chips with Xi Jinping after initially being left off the list.
The China question: How does a market that used to be worth $17 billion a year to Nvidia and is now functionally zero under export controls still remain what analysts watch most...
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