The $5 Trillion Question: Is Nvidia the Next Cisco—or the New Standard Oil of AI?

“History never repeats itself, but it does rhyme.”

Twain didn’t trade GPUs. But he’d have a take on Nvidia.

For a moment, Nvidia wore the $5 trillion crown. Then it slipped. Meanwhile, Michael “Big Short” Burry is leaning short. Coincidence—or canary?

Let’s break down what’s really at stake here.

Why This Moment Matters

Two truths are colliding.

First, Nvidia is a cash geyser. Demand for AI infrastructure ha…