Shot list — nvidia-5-trillion
Generated 2026-04-30 13:01 PDT · 63 cues · alignment 100% · 25fps · timeline starts 01:00:00:00
Show
Talking head · 4
Voiceover · 6
Cut · 3
B-roll (video) · 13
Asset (still/logo/cap.) · 5
Stat card · 32
01:00:00:00
Talking head
[TALKING HEAD — hook]
… The most valuable company in the history of public markets is a chip company. No …
01:00:18:09
CUT
[CUT]
… On April 24, 2026, Nvidia's stock closed at $208.27, up 4.3% on the day, and tha …
01:00:18:09
VOICEOVER
[VOICEOVER — scene 1]
… On April 24, 2026, Nvidia's stock closed at $208.27, up 4.3% on the day, and tha …
01:00:18:09
B-roll
[B-ROLL: finance-charts]
… On April 24, 2026, Nvidia's stock closed at $208.27, up 4.3% on the day, and tha …
01:00:30:05
STAT
[STAT CARD: "Close: $208.27, up 4.3% Apr 24"]
… That was the milestone most headlines focused on. But the stock kept moving. By …
01:00:30:05
STAT
[STAT CARD: "Crossed $5T for first time"]
… That was the milestone most headlines focused on. But the stock kept moving. By …
01:00:43:19
STAT
[STAT CARD: "Record market cap: $5.26T"]
… No company has ever been worth more. Not ExxonMobil at its height. Not Microsoft …
01:00:54:19
STAT
[STAT CARD: "Microsoft peak valuation: 1999"]
… To appreciate the scale, you need to hold it next to the other giants. Apple, wh …
01:00:54:19
Asset
[B-ROLL: stills:market-cap-comparison]
… To appreciate the scale, you need to hold it next to the other giants. Apple, wh …
01:01:11:17
STAT
[STAT CARD: "Apple market cap: $3.97T"]
… Nvidia is now leading its nearest rival, Alphabet, by approximately $1 trillion. …
01:01:11:17
STAT
[STAT CARD: "Microsoft $3.13T / Amazon $2.82T"]
… Nvidia is now leading its nearest rival, Alphabet, by approximately $1 trillion. …
01:01:20:07
STAT
[STAT CARD: "$1T lead over Alphabet"]
… The trajectory behind that number is almost surreal. Nvidia's stock has risen mo …
01:01:20:07
Asset
[B-ROLL: company-logo:nvidia]
… The trajectory behind that number is almost surreal. Nvidia's stock has risen mo …
01:01:27:01
STAT
[STAT CARD: "Stock →14× since late 2022"]
… In roughly three and a half years, the company went from a well-regarded chip de …
01:01:58:20
B-roll
[B-ROLL: ai-abstract]
… What made the April 24 session especially notable was its backdrop. The semicond …
01:02:24:03
STAT
[STAT CARD: "Intel Q1 revenue: $13.58B"]
… That was Intel's best single-day performance since 1987. AMD rose 14% the same s …
01:02:24:03
STAT
[STAT CARD: "Intel surged 24% in one session"]
… That was Intel's best single-day performance since 1987. AMD rose 14% the same s …
01:02:46:24
STAT
[STAT CARD: "Intel best single-day since 1987"]
… Nvidia's most recent quarter, Q4 of fiscal year 2026, showed revenue of $68.1 bi …
01:02:46:24
VOICEOVER END
[/VOICEOVER]
… Nvidia's most recent quarter, Q4 of fiscal year 2026, showed revenue of $68.1 bi …
01:02:46:24
Talking head
[TALKING HEAD — transition]
… Nvidia's most recent quarter, Q4 of fiscal year 2026, showed revenue of $68.1 bi …
01:02:46:24
B-roll
[B-ROLL: finance-charts]
… Nvidia's most recent quarter, Q4 of fiscal year 2026, showed revenue of $68.1 bi …
01:03:01:08
STAT
[STAT CARD: "Q4 FY2026 revenue: $68.1B"]
… Adjusted earnings per share came in at $1.62, which was 82% growth year over yea …
01:03:01:08
STAT
[STAT CARD: "YoY revenue growth: 73%"]
… Adjusted earnings per share came in at $1.62, which was 82% growth year over yea …
01:03:01:08
STAT
[STAT CARD: "Gross margin: 75.2%"]
… Adjusted earnings per share came in at $1.62, which was 82% growth year over yea …
01:03:06:10
STAT
[STAT CARD: "Adj. EPS: $1.62, +82% YoY"]
… The guidance for Q1 of fiscal year 2027 was $78 billion in revenue. That implies …
01:03:06:10
CUT
[CUT]
… The guidance for Q1 of fiscal year 2027 was $78 billion in revenue. That implies …
01:03:06:10
VOICEOVER
[VOICEOVER — scene 2]
… The guidance for Q1 of fiscal year 2027 was $78 billion in revenue. That implies …
01:03:06:10
B-roll
[B-ROLL: finance-charts]
… The guidance for Q1 of fiscal year 2027 was $78 billion in revenue. That implies …
01:03:13:13
STAT
[STAT CARD: "Q1 FY2027 guidance: $78B rev"]
… The company is adding more revenue in the current period than it used to generat …
01:03:13:13
STAT
[STAT CARD: "Implied growth rate: ~77%"]
… The company is adding more revenue in the current period than it used to generat …
01:03:22:10
Asset
[B-ROLL: company-logo:nvidia]
… CEO Jensen Huang has been blunt about what comes next. He has projected at least …
01:03:40:00
STAT
[STAT CARD: "Jensen projects: ≥$1T by 2027"]
… What makes that projection credible is the spending on the other side of the equ …
01:03:40:00
B-roll
[B-ROLL: data-center]
… What makes that projection credible is the spending on the other side of the equ …
01:03:56:00
STAT
[STAT CARD: "Amazon AI capex: ~$200B in 2026"]
… Meta is planning in the range of $115 to $135 billion for AI infrastructure this …
01:03:56:00
STAT
[STAT CARD: "Microsoft AI capex: ~$146B"]
… Meta is planning in the range of $115 to $135 billion for AI infrastructure this …
01:04:24:19
STAT
[STAT CARD: "Meta capex: $115–$135B this year"]
… The competitive picture reinforces that dominance. Nvidia controls approximately …
01:04:24:19
STAT
[STAT CARD: "Hyperscaler capex: ~$700B in 2026"]
… The competitive picture reinforces that dominance. Nvidia controls approximately …
01:04:24:19
B-roll
[B-ROLL: ai-abstract]
… The competitive picture reinforces that dominance. Nvidia controls approximately …
01:05:07:16
STAT
[STAT CARD: "Nvidia: 92% of GPU market"]
… Alphabet is in a particularly interesting position. Google unveiled new AI accel …
01:05:07:16
Asset
[B-ROLL: company-logo:alphabet]
… Alphabet is in a particularly interesting position. Google unveiled new AI accel …
01:05:46:04
B-roll
[B-ROLL: data-center]
… There is one near-term complication worth naming. Production targets for the Rub …
01:06:05:18
STAT
[STAT CARD: "Rubin rack target: 12,000–14,000"]
… These are real reductions. They do not change the demand story. But they do mean …
01:06:05:18
STAT
[STAT CARD: "Rubin racks cut to ~6,000"]
… These are real reductions. They do not change the demand story. But they do mean …
01:06:21:17
VOICEOVER END
[/VOICEOVER]
… The biggest variable hanging over all of this is China, and it is not a future r …
01:06:21:17
Talking head
[TALKING HEAD — transition]
… The biggest variable hanging over all of this is China, and it is not a future r …
01:06:28:21
CUT
[CUT]
… U.S. export restrictions on Nvidia's H20 AI chips to China triggered a $4.5 bill …
01:06:28:21
VOICEOVER
[VOICEOVER — scene 3]
… U.S. export restrictions on Nvidia's H20 AI chips to China triggered a $4.5 bill …
01:06:28:21
B-roll
[B-ROLL: news-studio]
… U.S. export restrictions on Nvidia's H20 AI chips to China triggered a $4.5 bill …
01:06:48:16
STAT
[STAT CARD: "H20 export charge: $4.5B Q1 FY27"]
… Jensen Huang went to Washington in April 2026 and testified before Congress, arg …
01:06:48:16
STAT
[STAT CARD: "China revenue stripped: $17.1B"]
… Jensen Huang went to Washington in April 2026 and testified before Congress, arg …
01:06:48:16
B-roll
[B-ROLL: courtroom]
… Jensen Huang went to Washington in April 2026 and testified before Congress, arg …
01:07:24:08
B-roll
[B-ROLL: news-studio]
… He laid out the systemic risk directly: "It would be extremely foolish to create …
01:07:49:20
B-roll
[B-ROLL: courtroom]
… Congress has not been swayed. The House Foreign Affairs Committee voted 42-2 to …
01:08:12:14
STAT
[STAT CARD: "House vote 42-2: extend chip bans"]
… The DOJ broke up a chip smuggling ring that had tried to export $160 million in …
01:08:12:14
Asset
[B-ROLL: stills:smuggling-case]
… The DOJ broke up a chip smuggling ring that had tried to export $160 million in …
01:08:23:16
STAT
[STAT CARD: "Smuggling ring: $160M in H100/H200"]
… Jensen has estimated that compliant chip sales to China could add approximately …
01:08:23:16
B-roll
[B-ROLL: finance-charts]
… Jensen has estimated that compliant chip sales to China could add approximately …
01:08:49:12
STAT
[STAT CARD: "China eased: +$50B annually"]
… There is also a low-level legal overhang. A class-action lawsuit alleging Nvidia …
01:08:49:12
STAT
[STAT CARD: "KeyBanc price target: $275"]
… There is also a low-level legal overhang. A class-action lawsuit alleging Nvidia …
01:08:49:12
B-roll
[B-ROLL: courtroom]
… There is also a low-level legal overhang. A class-action lawsuit alleging Nvidia …
01:09:10:16
STAT
[STAT CARD: "Crypto exposure lawsuit: 2018"]
… So here is where this stands. Nvidia is the most valuable public company in hist …
01:09:10:16
VOICEOVER END
[/VOICEOVER]
… So here is where this stands. Nvidia is the most valuable public company in hist …
01:09:10:16
Talking head
[TALKING HEAD — sign-off]
… So here is where this stands. Nvidia is the most valuable public company in hist …