Here are the key points I've gathered from Jensen Huang's Friday interview that drove NVIDIA up 7%, for your reference:

1. Every GPU I sell is being used 100%, and even 6-year-old stock is still rising in price.

2. We are in the early to middle stages of the largest infrastructure build in human history, and it will continue for another 7-8 years.

3. Software is evolving from a tool into an agent, representing the biggest opportunity in history.

4. There's no friction in the collaboration with OpenAI (though his facial expression seemed to suggest otherwise).

5. The US must win the AI race.

6. Plumbers and electricians will do well in the future; you won't lose to AI, but you will lose to people who use AI.

7. xAI and OpenAI will go public within the next 12-18 months (as interjected by Brad Gerstner).

Regarding this last point, I'd like to add that if several leading AI companies and SpaceX choose to go public in 2026, forcing the market to absorb trillions of dollars in market cap, that could very well be the peak.