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AI mania is making Nvidia a lot of money

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Manage episode 520508711 series 2552004
Content provided by TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Max Zeff, and Theresa Loconsolo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Max Zeff, and Theresa Loconsolo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

AI companies are spending so much on infrastructure that Nvidia's data center business now brings in nearly $50 billion. But is this sustainable growth or just the latest tech mania? And should we even be calling it a "bubble" when the belief in AI's future is what's holding the whole ecosystem together?

This week on Equity, Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into Nvidia's massive earnings beat, the circular economy of AI infrastructure spending, and whether Jensen Huang's optimistic vision of AI agents handling everything in our daily lives can justify the investment.

Listen to the full episode to hear about:

Subscribe to Equity on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

707 episodes

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AI mania is making Nvidia a lot of money

Equity

691 subscribers

published

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Manage episode 520508711 series 2552004
Content provided by TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Max Zeff, and Theresa Loconsolo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by TechCrunch, Rebecca Bellan, Kirsten Korosec, Anthony Ha, Max Zeff, and Theresa Loconsolo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

AI companies are spending so much on infrastructure that Nvidia's data center business now brings in nearly $50 billion. But is this sustainable growth or just the latest tech mania? And should we even be calling it a "bubble" when the belief in AI's future is what's holding the whole ecosystem together?

This week on Equity, Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into Nvidia's massive earnings beat, the circular economy of AI infrastructure spending, and whether Jensen Huang's optimistic vision of AI agents handling everything in our daily lives can justify the investment.

Listen to the full episode to hear about:

Subscribe to Equity on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

707 episodes

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