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Jensen Huang

individualCredibility: 55%

Why this score? CEO of NVIDIA. Deep technical authority on the compute supply chain; demand and TAM claims are strongly motivated.

Tracked Statements (1)

So between us, we're going to do half a trillion dollars' worth of business.?

Context: Forward claim about a multi-year partnership announced days before this cycle. Note the disclosure form: it is a gross two-way figure that nets Nvidia's own memory purchases against SK Group's system purchases, so it is not $500 billion of Nvidia revenue. Resolves against Nvidia's filed revenue and SK Group's disclosures.