Elon Musk just put a number on the flaw at the center of Nvidia’s empire.Wall Street has not done the math yet.Nvidia’s Blackwell is the most sought-after silicon on Earth.Every AI lab wants it. Every sovereign nation is bidding for it.Blackwell runs every model, for every company, in every data center on the planet.That universality built the empire.It is also the fracture point.Musk: “We believe the AI5 chip will be about a third of the power of an Nvidia Blackwell for roughly comparable perfo
0:56
Elon Musk just put a number on the flaw at the center of Nvidia’s empire.Wall Street has not done the math yet.Nvidia’s Blackwell is the most sought-after silicon on Earth.Every AI lab wants it. Every sovereign nation is bidding for it.Blackwell runs every model, for every company, in every data center on the planet.That universality built the empire.It is also the fracture point.Musk: “We believe the AI5 chip will be about a third of the power of an Nvidia Blackwell for roughly comparable perfo
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