Results for “Nvidia”
People & topics 22
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Nvidia CorporationOrganization · 588 episodes · 89 shows- NHNvidia H200Product · 8 episodes · 5 shows
Jen-Hsun HuangPerson · 183 episodes · 50 shows
NVIDIA Tensor CoresProduct · 2 episodes · 2 shows
Vera RubinProduct · 21 episodes · 10 shows- AA100Product · 14 episodes · 11 shows
SparkProduct · 11 episodes · 7 shows
NimotronsProduct · 11 episodes · 6 shows
Grace BlackwellsProduct · 11 episodes · 6 shows- BBlackwellProduct · 10 episodes · 6 shows
- RRTXProduct · 7 episodes · 5 shows
OpenShellProduct · 5 episodes · 5 shows
Episodes 114
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Better Offline
NVIDIA’s AI boom faces a circular-financing test
The episode connects opaque AI financing, GPU scarcity, tax policy, and infrastructure commitments to the risks facing companies and consumers if the boom collapses.
Oct 7, 2026 · 1h 6m
Stock Movers
AI rally lifts NVIDIA as nuclear power deal boosts Constellation
The episode shows how AI demand, energy infrastructure, company competition, and interest rates are shaping the day’s market leadership and weakness.
Oct 6, 2026 · 8 min
Stock Movers
Nvidia rebounds as Tesla beats estimates and hard-drive stocks slide
The episode connects daily market moves driven by AI demand and storage competition with the longer-term challenge of building cities for rapid population growth.
Oct 2, 2026 · 7 min
Pivot
Nvidia’s buyback exposes tech’s AI accountability gap
The episode connects Nvidia’s confidence in the AI boom with a broader political and corporate struggle over responsibility, influence, and leadership character.
Sep 29, 2026 · 1h 7m
The Compound and Friends
AI spending tests Nvidia, markets and investor conviction
The episode connects Nvidia’s corporate strength and AI ambitions with rising yields, fragile breadth, consumer weakness and the case for staying invested.
Sep 29, 2026 · 1h 14m
Stock Movers
Nvidia expands buyback as AI security takes center stage
The episode connects corporate capital decisions, semiconductor restructuring, and satellite deployment with the larger challenge of planning smarter cities.
Sep 28, 2026 · 6 min
Stock Movers
Nvidia buyback lifts shares as miners and Roblox retreat
The market moves reflect competing signals around AI-chip demand, mining consolidation, and investor expectations for Roblox bookings.
Sep 28, 2026 · 5 min
Stock Movers
Nvidia buyback boosts shares as Meta and Bitcoin-linked stocks weaken
The episode connects company-specific AI moves with the broader market pressures shaping technology and crypto-linked stocks.
Sep 28, 2026 · 6 min