The Future According to Jensen Huang

In this episode of the Motley Fool Money podcast, the hosts delve into Nvidia's key announcements from CES 2024. They explore the launch of new GPUs, a groundbreaking $3,000 AI supercomputer called Digits, and advancements in autonomous driving technology, particularly in trucking with Aurora. Additionally, Nvidia is venturing into "agentic AI" and "physical AI" through innovative platforms like Cosmos and Omniverse. The conversation shifts to PayPal's recent developments under new CEO Alex Criss, who is refocusing the company on its core functions and expanding Venmo's capabilities beyond just peer-to-peer transactions. The hosts evaluate the challenges surrounding PayPal's acquisition of Honey and discuss the competitive landscape the company faces. While Nvidia's announcements promise exciting long-term tech advancements, Wall Street's reaction was less enthusiastic, primarily due to a lack of immediate financial outlook. To wrap up, the podcast predicts PayPal could see a 15% annualized return over the next five years, provided it maintains its focus on core operations and forges strategic partnerships.