Malcolm Werchota's AI Cookbook is where artificial intelligence meets authentic business transformation. Known for his direct style and willingness to show AI in action—even during live presentations—Malcolm helps organizations understand that AI isn't about replacing humans but amplifying their capabilities. From voice-note productivity hacks to real-time meeting intelligence, this podcast delivers actionable insights for immediate implementation.
Malcolm Werchota's AI Cookbook is where artificial intelligence meets authentic business transformation. Known for his direct style and willingness to show AI in action—even during live presentations—Malcolm helps organizations understand that AI isn't about replacing humans but amplifying their capabilities. From voice-note productivity hacks to real-time meeting intelligence, this podcast delivers actionable insights for immediate implementation.
NVIDIA just became the first company in history to hit a $5 trillion valuation — and most analysts think it’s overpriced.
But what if they’re completely wrong?
In this episode, Malcolm Werchota breaks down why NVIDIA’s $5 trillion market cap might be the biggest misjudgment in tech investing. With $500 billion in signed chip orders, 90% market share in AI chips, and an unbreakable software moat called CUDA, NVIDIA isn’t just riding the AI wave — they’re building the infrastructure that makes everything else possible.
🧠 You’ll discover:
Malcolm explains why NVIDIA isn’t a speculative bet on AI — they’re the picks-and-shovels manufacturer in the largest infrastructure transformation since electricity.
Whether AI apps succeed or fail, the hardware stays.
📍 Recorded in London — real analysis, zero BS.
“NVIDIA is probably the first technology company in history with visibility of half a trillion dollars of revenue.” — Jensen Huang
“Every single European company I meet is GPU-poor — they simply can’t get enough NVIDIA chips.”
“Top AI talent goes where the best hardware is. Access to GPUs has become a recruiting advantage.”
“NVIDIA isn’t the speculative railroad company. They’re the track manufacturer, the locomotive builder, and the OS provider.”
“It doesn’t matter which AI app wins — they’ll all run on NVIDIA hardware.”
“It’s a $5 trillion misjudgment. We’re laying the tracks of the next industrial age.”
🌐 Website: www.werchota.ai
💼 LinkedIn: Malcolm Werchota
🎥 YouTube: @werchota
🐦 X / Twitter: @malcolmwerchota
📸 Instagram: malcolmwerchotaai
🎧 TikTok: @malcolmwerchota
📬 Email: malcolm@werchota.ai
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