{"id":74334,"date":"2026-06-21T07:12:51","date_gmt":"2026-06-21T07:12:51","guid":{"rendered":"https:\/\/crowdfundjunction.com\/blog\/hunting-the-next-marvel-jensen-huang-already-shared-clues-on-one-slide\/"},"modified":"2026-06-21T07:12:51","modified_gmt":"2026-06-21T07:12:51","slug":"hunting-the-next-marvel-jensen-huang-already-shared-clues-on-one-slide","status":"publish","type":"post","link":"https:\/\/crowdfundjunction.com\/blog\/hunting-the-next-marvel-jensen-huang-already-shared-clues-on-one-slide\/","title":{"rendered":"Hunting the Next Marvel? Jensen Huang Already Shared Clues on One Slide"},"content":{"rendered":"<p><b>(Originally posted on : Bitcoin News )<\/b><br \/>\n<\/p>\n<div>\n<div class=\"@container mb-[25px] rounded-sm overflow-clip py-0.5 pr-0.5 pl-2.5 bg-success-100\">\n<div class=\"flex flex-col gap-m overflow-clip rounded-[6px] !bg-success-10 p-3 @[420px]:p-m\">\n<h2 class=\"m-0 flex items-center gap-s text-[19px] !text-[#1c1c1c] md:text-[20px]\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"10\" viewbox=\"0 0 16 10\" fill=\"none\" class=\"shrink-0 text-success-100\" aria-hidden=\"true\"><path d=\"M1 1.5h14\" stroke=\"currentColor\" stroke-width=\"2.5\" stroke-linecap=\"round\"\/><path d=\"M1 8.5h10\" stroke=\"currentColor\" stroke-width=\"2.5\" stroke-linecap=\"round\"\/><\/svg><span>Key Takeaways<\/span><\/h2>\n<ul class=\"m-0 flex list-none flex-col gap-m pl-0\">\n<li class=\"m-0 flex items-start gap-s !text-[#434248]\"><span class=\"mt-2 size-2 shrink-0 rounded-full bg-success-100\" aria-hidden=\"true\"\/><span class=\"text-body\">Jensen Huang\u2019s 2026 AI factory map spotlighted NVIDIA\u2019s DSX buildout framework.<\/span><\/li>\n<li class=\"m-0 flex items-start gap-s !text-[#434248]\"><span class=\"mt-2 size-2 shrink-0 rounded-full bg-success-100\" aria-hidden=\"true\"\/><span class=\"text-body\">Marvell gained 241% YTD; AI infrastructure firms may see heightened investor focus.<\/span><\/li>\n<li class=\"m-0 flex items-start gap-s !text-[#434248]\"><span class=\"mt-2 size-2 shrink-0 rounded-full bg-success-100\" aria-hidden=\"true\"\/><span class=\"text-body\">NVIDIA projects 100 GW of AI factories by 2030, shifting attention to ecosystem partners.<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<p><em>The following guest post comes from<\/em> <a href=\"https:\/\/ziven.io\/\" target=\"_blank\" rel=\"noopener noreferrer\">Ziven.io<\/a>, <em>a public markets intelligence platform delivering data on companies exposed to <span>bitcoin mining<\/span>, artificial intelligence, and <span>crypto<\/span> treasury strategies. Originally published on June 18, 2026, by Cindy Feng.<\/em><\/p>\n<p>Since Jensen Huang stood on the Computex stage and called Marvell <a href=\"https:\/\/www.cnbc.com\/2026\/06\/02\/jensen-huang-nvidia-marvell-technology-trillion-dollar-ai.html\" target=\"_blank\" rel=\"noopener noreferrer\">\u201cthe next trillion-dollar company,\u201d<\/a> <a href=\"https:\/\/ziven.io\/company\/mrvl\" target=\"_blank\" rel=\"noopener noreferrer\">MRVL<\/a> hasn\u2019t looked back. A stock that traded between $50-$100 as recently as April now sits around $300, with an ATH around $316 and a gain of roughly 241% YTD. One sentence from Jensen, and a company re-rated by a quarter-trillion dollars.<\/p>\n<p><\/p>\n<p>Not surprising, a new exercise has begun: comb through everything Jensen says, find the next name he\u2019ll bless and get rich.<\/p>\n<p>I understand the impulse, but what\u2019s clear from listening to Jensen\u2019s whole <a href=\"https:\/\/www.youtube.com\/watch?v=gxgi6D-Cf9I&amp;t=3183s\" target=\"_blank\" rel=\"noopener noreferrer\">keynote<\/a> is that most people are watching the wrong thing. Jensen didn\u2019t just drop a hot name, he laid out a full map of how an AI factory actually gets built, layer by layer, company by company. That map is the part worth knowing, because it still works long after the hype fades. I\u2019m going to walk you through that specific slide, but first let\u2019s start with the part that confused a lot of people.<\/p>\n<h2 id=\"rtx-dgx-dsx-worker-team-factory\">RTX, DGX, DSX: worker, team, factory<\/h2>\n<p>Jensen split NVIDIA\u2019s brands into three layers, each a bigger unit than the last:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.nvidia.com\/en-au\/technologies\/rtx\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>RTX<\/strong><\/a><strong> is the GPU, the worker.<\/strong> The chip that does the actual computing. One pair of hands.<\/li>\n<li><a href=\"https:\/\/www.nvidia.com\/en-au\/data-center\/dgx-platform\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>DGX<\/strong><\/a><strong> is the system, the team.<\/strong> Wire a pile of those chips into a single machine and you\u2019ve got a DGX. A crew acting as one unit.<\/li>\n<li><a href=\"https:\/\/www.nvidia.com\/en-us\/data-center\/products\/dsx\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>DSX<\/strong><\/a><strong> is the infrastructure, the factory.<\/strong> The building those teams work in, plus the power, cooling, network, and software to keep thousands of them running around the clock.<\/li>\n<\/ul>\n<p>RTX and DGX you\u2019ve probably heard of. DSX is the new one, and it\u2019s the one worth understanding, because it\u2019s where NVIDIA stops selling you a chip and starts selling you a way to build the entire plant.<\/p>\n<h2 id=\"what-dsx-actually-is\">What DSX actually is<\/h2>\n<p>In Jensen\u2019s <a href=\"https:\/\/www.youtube.com\/watch?v=gxgi6D-Cf9I&amp;t=3183s\" target=\"_blank\" rel=\"noopener noreferrer\">words<\/a>, DSX is \u201ca blueprint, a reference design for building and operating AI factories at maximum efficiency and profitability\u201d.<\/p>\n<p>In plainer terms, it\u2019s a recipe and a toolkit for booting up a gigawatt of compute and keeping it profitable. NVIDIA even named the toolkit\u2019s parts: a digital twin to design and test the whole factory before a single rack ships (DSXSim), an operating system to run it once it\u2019s live (DSX OS), and tools to pack more GPUs into the same power budget and flex with the grid (DSX Max LPS, DSX FLEX). The pitch is that 100 gigawatts of these factories come online before the decade is out, and that DSX-built ones run cheaper and lean on the grid more gently.<\/p>\n<p>That all sounds like something NVIDIA would sell you by itself. It\u2019s actually not the case.<\/p>\n<h2 id=\"no-single-company-can-build-an-entire-ai-factory\">No single company can build an entire AI factory<\/h2>\n<p>A one-gigawatt AI factory is now a <strong>$30-100 billion<\/strong> project, according to Jensen. At that scale it stops being a server room and becomes infrastructure on the order of a refinery or a power station.<\/p>\n<p>NVIDIA can\u2019t build that alone. It doesn\u2019t pour concrete, run high-voltage lines, manufacture chillers, or negotiate with the local utility. And you can\u2019t bolt those pieces on one at a time, because the chips, racks, network, power, and cooling all have to be designed together from day one. Every hour the factory sits idle is revenue lost, so a build this expensive has to work the first time.<\/p>\n<p>Therefore NVIDIA did the sensible thing: it published the blueprint and assembled a coalition of partners to cover every layer it doesn\u2019t do itself. That coalition has a name, the <strong>AI Factory Ecosystem<\/strong>, and Jensen put the entire roster on a single slide. That slide is the map.<\/p>\n<h2 id=\"the-map-who-actually-builds-an-ai-factory\">The map: who actually builds an AI factory<\/h2>\n<figure id=\"attachment_824586\" aria-describedby=\"caption-attachment-824586\" style=\"width:1600px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-824586 size-full\" src=\"https:\/\/static.news.bitcoin.com\/wp-content\/uploads\/2026\/06\/image-5.png\" alt=\"Nvidia event\" width=\"1600\" height=\"900\" srcset=\"https:\/\/static.news.bitcoin.com\/wp-content\/uploads\/2026\/06\/image-5-300x169.png 300w, https:\/\/static.news.bitcoin.com\/wp-content\/uploads\/2026\/06\/image-5-1024x576.png 1024w, https:\/\/static.news.bitcoin.com\/wp-content\/uploads\/2026\/06\/image-5-768x432.png 768w, https:\/\/static.news.bitcoin.com\/wp-content\/uploads\/2026\/06\/image-5-1536x864.png 1536w, https:\/\/static.news.bitcoin.com\/wp-content\/uploads\/2026\/06\/image-5-190x107.png 190w, https:\/\/static.news.bitcoin.com\/wp-content\/uploads\/2026\/06\/image-5-380x214.png 380w, https:\/\/static.news.bitcoin.com\/wp-content\/uploads\/2026\/06\/image-5-760x428.png 760w, https:\/\/static.news.bitcoin.com\/wp-content\/uploads\/2026\/06\/image-5-1520x855.png 1520w, https:\/\/static.news.bitcoin.com\/wp-content\/uploads\/2026\/06\/image-5-1280x720.png 1280w, https:\/\/static.news.bitcoin.com\/wp-content\/uploads\/2026\/06\/image-5.png 1600w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\"\/><figcaption id=\"caption-attachment-824586\" class=\"wp-caption-text\"><i><em class=\"italic\">Screenshot of Nvidia CEO Jensen Huang delivers keynote at Computex 2026 in Taiwan ( Credit: <\/em><\/i><a href=\"https:\/\/www.youtube.com\/@AssociatedPress\" target=\"_blank\" rel=\"noopener noreferrer\"><i><em class=\"italic\">Associated Press<\/em><\/i><\/a><i><em class=\"italic\">)<\/em><\/i><\/figcaption><\/figure>\n<p>Most of those company are private or listed overseas, but still a plenty of U.S. listed ones. I made a table to list all publicly traded names from the map. The last column is <strong>my rough read of how much of each business truly rides on the AI build-out<\/strong>, because being on the slide (could lean on marketing purpose) and being moved by it are two very different things.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-824587 size-full\" title=\"Hunting the Next Marvel? Jensen Huang Already Shared Clues on One Slide\" src=\"https:\/\/static.news.bitcoin.com\/wp-content\/uploads\/2026\/06\/nvidia-dsx-ecosystem-the-u-s-listed-names.png\" alt=\"Company list. \" width=\"1200\" height=\"1500\" srcset=\"https:\/\/static.news.bitcoin.com\/wp-content\/uploads\/2026\/06\/nvidia-dsx-ecosystem-the-u-s-listed-names-240x300.png 240w, https:\/\/static.news.bitcoin.com\/wp-content\/uploads\/2026\/06\/nvidia-dsx-ecosystem-the-u-s-listed-names-819x1024.png 819w, https:\/\/static.news.bitcoin.com\/wp-content\/uploads\/2026\/06\/nvidia-dsx-ecosystem-the-u-s-listed-names-768x960.png 768w, https:\/\/static.news.bitcoin.com\/wp-content\/uploads\/2026\/06\/nvidia-dsx-ecosystem-the-u-s-listed-names-696x870.png 696w, https:\/\/static.news.bitcoin.com\/wp-content\/uploads\/2026\/06\/nvidia-dsx-ecosystem-the-u-s-listed-names.png 1200w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\"\/><\/p>\n<p>Please note OTC or foreign listed names are excluded from the table. If you want the complete CSV list, just drop me a message and I\u2019ll send it over. Also a few names are still private with upcoming IPOs, such as Lambda (US), Nscale (UK), Firmus (Australia) and Yotta (India).<\/p>\n<h2 id=\"important-note\">Important Note<\/h2>\n<p>One has to realize that a logo display tells you a company is involved but it doesn\u2019t tell you whether the involvement is material. For <a href=\"https:\/\/ziven.io\/company\/crwv\" target=\"_blank\" rel=\"noopener noreferrer\">CoreWeave<\/a> or <a href=\"https:\/\/ziven.io\/company\/vrt\" target=\"_blank\" rel=\"noopener noreferrer\">Vertiv<\/a>, AI-factory demand is essentially the entire story. For Caterpillar or National Grid, it\u2019s a sliver of a far bigger business that will barely move the stock. The \u201c<strong>High\u201d rows<\/strong> give you torque and <a href=\"http:\/\/www.bitcoin.com\/get-started\/what-is-volatility\/\" class=\"lar_link lar_link_outgoing\" target=\"_blank\" rel=\"noopener noreferrer\">volatility<\/a> in equal measure. The <strong>\u201cLow\u201d rows<\/strong>give you a steadier company with only a thin thread tied to AI built-out trade.<\/p>\n<h2 id=\"final-thoughts\">Final Thoughts<\/h2>\n<p>Maybe one of these names becomes the next Marvell, maybe none do. That\u2019s not a call I can make from a slide, and chasing whichever logo you hope Jensen blesses next is closer to a guessing game than a strategy.<\/p>\n<p>The durable value here is the map, plus a sharper question to take into it. For any name on this chart, how much of its business actually rides on the AI build-out?How much pricing power does its layer hold? Pure-plays, diversified incumbents and commodity definitely have different leverages and risk profiles.<\/p>\n<p>Here\u2019s what doesn\u2019t change: Every hyperscaler deal you\u2019ll read about, every \u201cX-gigawatt data center\u201d headline, quietly depends on this entire stack to happen. Someone designs it, someone builds it, someone powers it, someone cools it, someone racks the servers, someone runs it. This chart is the cast list. <strong>Pick a layer that interests you<\/strong> and weigh its exposure against how much pricing power it holds. That\u2019s where the real work starts. The map won\u2019t tell you what to buy, but it\u2019s a framework you can refer to.<\/p>\n<\/div>\n<p><a href=\"https:\/\/news.bitcoin.com\/hunting-the-next-marvel-jensen-huang-already-shared-clues-on-one-slide\/\">Source link <\/a><br \/>\n<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>(Originally posted on : Bitcoin News ) Key Takeaways Jensen Huang\u2019s 2026 AI factory map spotlighted NVIDIA\u2019s DSX buildout framework. Marvell gained 241% YTD; AI infrastructure firms may see heightened investor focus. NVIDIA projects 100 GW of AI factories by 2030, shifting attention to ecosystem partners. The following guest post comes from Ziven.io, a public [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":74335,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[32],"tags":[],"_links":{"self":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/74334"}],"collection":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/comments?post=74334"}],"version-history":[{"count":0,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/74334\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media\/74335"}],"wp:attachment":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media?parent=74334"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/categories?post=74334"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/tags?post=74334"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}