Results for “Nvidia”
Episodes
Stock Movers
SpaceX surges and Nvidia sells bonds as Fiserv shares tumble
Major executive shakeups and massive corporate debt offerings are reshaping market valuations at the closing bell.
Jun 15, 2026 · 7 min
Stock Movers
AI optimism and obesity breakthroughs lift Nvidia and Lilly
The episode connects Nvidia’s confidence in expanding AI demand with Eli Lilly’s clinical progress and Campbell Soup’s changing market position.
Jun 8, 2026 · 7 min
All-In with Chamath, Jason, Sacks & Friedberg
SpaceX targets two trillion valuation as Nvidia faces shock stock selloff
The intersection of SpaceX's historic private valuation, Nvidia's market volatility, and shifting federal AI policy will redefine the next decade of technology investing.
May 22, 2026 · 1h 42m
Dwarkesh Podcast
Nvidia CEO defends chip sales to China and outlines hardware moats
As the global race for artificial intelligence hardware intensifies, Nvidia's strategic choices shape both technological progress and international trade relations.
Apr 15, 2026 · 1h 43m
Lex Fridman Podcast
NVIDIA CEO Jensen Huang details the hardware engineering driving the AI revolution
As AI models demand unprecedented computational power, understanding NVIDIA's hardware strategy reveals where the limits of machine intelligence will be pushed next.
Mar 23, 2026 · 2h 32m
Bloomberg Intelligence
SpaceX’s financing plan tests the next tech IPO playbook
The episode connects SpaceX’s proposed borrowing and chip spending to a broader shift toward capital-intensive technology businesses and live-sports streaming.
Oct 7, 2026 · 26 min
TBPN
AI advances expose the limits of automation
The episode connects breakthroughs in mathematical reasoning and coding to harder questions about creative work, computing platforms, finance, and infrastructure.
Oct 7, 2026 · 31 min
Bloomberg Tech
AI Infrastructure Pushes Private Credit Into New Territory
SpaceX’s proposed chip borrowing shows how the AI buildout is reshaping corporate finance, while Apple and startups compete to define technology’s next consumer frontier.
Oct 7, 2026 · 56 min
Bloomberg Daybreak: US Edition
Hormuz attacks put oil flows and shipping costs under pressure
Iran’s escalating vessel attacks could reshape energy shipments, prices, and freight costs while adding pressure to U.S.-Iran negotiations.
Oct 7, 2026 · 21 min
Stock Movers
Chipmakers rise as AI spending meets fresh competitive pressure
The episode connects semiconductor market moves and a major engineering-software deal to the infrastructure demands shaping AI and cities.
Oct 5, 2026 · 6 min
WSJ What’s News
Treasury yields hit a 24-year high as markets brace for higher rates
The episode connects rising oil prices and inflation concerns to the bond-market pressures shaping investor sentiment.
Oct 3, 2026 · 5 min
TBPN
AI companies collide over cloud power, talent and commerce
The episode connects Nvidia’s ecosystem strategy, startup governance disputes and AI shopping experiments to a broader question about who controls the next layer of software.
Oct 1, 2026 · 32 min
Breaking Points with Krystal and Saagar
AI leaders police themselves as war scrutiny intensifies
The episode connects voluntary AI oversight and speculative finance to mounting questions about war, accountability, and US policy in the Middle East.
Sep 30, 2026 · 1h 31m
Stock Movers
AI oversight, credit-score competition and Paramount’s debt test markets
The episode connects three market moves to broader questions about AI governance, credit-scoring competition and acquisition financing.
Sep 29, 2026 · 6 min
Breaking Points with Krystal and Saagar
AI expansion meets America’s political violence risk
The episode links weak AI oversight and expanding infrastructure to a separate but urgent question: whether institutions can contain escalating political conflict.
Sep 24, 2026 · 1h 15m
Bloomberg Tech
AI race pits domestic chips against global guardrails
The episode connects chip competition, frontier-AI policy, education, financing, and world-model governance to a widening struggle over who controls AI’s direction.
Sep 22, 2026 · 44 min
This Week in Startups
Open robotics meets the fight over AI control
The episode connects open-source robotics and local models to a larger question: how should societies manage powerful AI without stifling useful innovation?
Sep 18, 2026 · 1h 34m
Breaking Points with Krystal and Saagar
Oil shocks expose the cost of fragile supply lines
The episode connects higher fuel prices to constrained shipping capacity and asks whether increasingly autonomous AI systems need deliberate limits.
Sep 8, 2026 · 1h 19m
WSJ What’s News
Bond selloff collides with AI exuberance and Apple succession
The episode connects geopolitical risk, oil-market exposure and major technology bets to a volatile opening for September markets.
Sep 5, 2026 · 5 min
Morning Brew Daily
AI bets expand from chips to platforms and hair-loss drugs
The episode connects autonomous vehicles, AI infrastructure, biotechnology, and shifting consumer culture to show where major bets are forming.
Sep 4, 2026 · 29 min
Stock Movers
AI bets reshape markets and cities
The episode connects corporate AI expansion with the harder question of how fast-growing cities can plan infrastructure for an uncertain future.
Sep 3, 2026 · 5 min
TBPN
AI’s next edge may be specialized data, not bigger models
The episode tests whether AI progress will be decided by benchmark scores or by trusted data, infrastructure, oversight, and distribution.
Sep 3, 2026 · 2h 26m
TBPN
GPT-6 Astra reignites the fight over AI benchmarks
The episode captures an industry where model launches, enterprise safeguards, open-source platforms, and shifting evaluations are reshaping who gets trusted and why.
Sep 3, 2026 · 30 min
Moonshots with Peter Diamandis
Private interstellar mission targets Alpha Centauri as AI designs its own chips
This episode outlines a critical convergence where autonomous AI is no longer just writing software, but actively engineering interstellar space missions and designing its own physical hardware.
Sep 2, 2026 · 1h 57m