Episodes mentioning NVIDIA
Episodes tagged with NVIDIA in expert entities (same index as home Organizations). For keyword mentions in titles and summaries, search mentions.
49 results
Episodes
Intelligent Report9AM HOUR: Stocks Rally As Oil Retreats, Huang Slams AI "Doomsday Narratives," Paramount and WBD Surge 9/21/26
Squawk on the Street· Sep 21, 2026
Markets seek a Monday bounce after the Dow's worst week since March, as US-China summit hopes, Nvidia's AI optimism, Meta's Muse app buzz, Bitcoin hitting January highs, and a historic White House press pool standoff dom…
anthropicinvesting
Intelligent Report20VC: "Anti-Data Centres is a Chinese Psyop" | How Many Planned Data Centers Will Actually Get Built? | Is Energy AI's Biggest Bottleneck? With Thomas Sohmers, Co-Founder @ Positron
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 19, 2026
Positron AI's Thomas Sommers breaks down why anti-data center sentiment may be a Chinese psyop, why frontier AI companies are secretly printing money, and what GPT-6 Astra can now do that no model could before.
inferenceinvesting- Intelligent Report
10AM Hour: Steph Curry from Beth Page Black, OpenAI Discloses more ‘Concerning’ AI Behavior, Worst of the AI Sell-off over? 9/17/26
Squawk on the Street· Sep 17, 2026
Fed Chair Warsh signals more rate hikes ahead, Palantir CEO Alex Karp weighs in on AI safety fears, Steph Curry launches Golf Channel deal, and markets rebound after a hawkish Fed-driven selloff.
openaiinvesting - Intelligent Report
9AM HOUR: Markets' Post-Fed Hike Rally, Oil Pulls Back, OpenAI's "Concerning" Disclosure 9/17/26
Squawk on the Street· Sep 17, 2026
Markets rebound after a hawkish Fed rate hike, Goldman forecasts another hike, OpenAI discloses alarming AI misalignment behaviors, oil retreats on Saudi pipeline workaround, and a potential Workday take-private emerges.
openaiinvesting 
Intelligent ReportBrad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
All-In with Chamath, Jason, Sacks & Friedberg· Brad Gerstner· Sep 17, 2026
Brad Gerstner breaks down the AI revenue race, why $180B in lab revenue is the market's make-or-break number, and why 2026 demands facts over conviction trades.
ai-regulationinference
Intelligent ReportArtificial Intelligence, Actual Idiots
Pod Save America· Sep 15, 2026
AI apocalypse warnings from tech CEOs clash with Trump's 'high IQ president' safety plan, a Russian oligarch bankrolls Don Jr.'s wedding, and Congress debates doing literally anything about any of it.
openaianthropicai-regulation
Intelligent ReportArtificial Intelligence, Actual Idiots
Pod Save America· Sep 15, 2026
AI doomers vs. MAGA tech bros, a Russian oligarch bankrolling Don Jr.'s wedding, and a congressional gun YouTuber who calls kids 'cum trophies' — just another week in American politics.
openaianthropicai-regulationsociety- Intelligent Report
11AM Hour: AI Safety Concerns in Focus, Oil Prices on the Rise & Apple and OpenAI Head to Court 9/14/26
Squawk on the Street· Sep 14, 2026
Anthropic CEO's AI slowdown essay shocks markets, rattles chip stocks, and sparks debate over whether it's genuine safety concern or IPO strategy—as oil spikes, the 10-year hits 5%, and Apple faces OpenAI in court.
openaianthropicinvesting - Intelligent Report
10AM Hour: AI Leaders Call for Slowdown, President’s Trump’s Response, CEO of the AI Chip Firm Challenging Nvidia 9/14/26
Squawk on the Street· Sep 14, 2026
AI safety fears rattle markets as Anthropic's Dario Amodei calls for pacing frontier models, the 10-year yield hits 5%, oil surges, and chip stocks slide—while investors debate regulation, China, and IPO timelines.
anthropicagentsinvesting - Intelligent Report
9AM HOUR: AI Leaders Call For Slowdown, Chips Slide, OpenAI's Altman Rules Out 2026 IPO 9/14/26
Squawk on the Street· Sep 14, 2026
AI lab CEOs call for frontier model pacing, Sam Altman rules out an OpenAI IPO, Fed rate hike expected, oil surges past $109/barrel after Houthi pipeline attack, and markets rotate away from AI hardware stocks.
openaianthropicinvesting - Intelligent Report
10AM Hour: Exclusive: Airbnb CEO, Compass CEO on Housing Affordability, Reaction to Apple’s Product Event 9/10/26
Squawk on the Street· Sep 10, 2026
Airbnb CEO Brian Chesky warns AI is existential for every business, touts 80% faster software shipping, and advises Sam Altman and Dario Amodei to stay humble—while markets eye 5% on the 10-year yield and housing slows.
openaianthropicinvesting - Intelligent Report
20VC: Jensen Huang Declares AGI Has Arrived | GPT Astra and Fable 5.1 Accelerate the Model Race | Tesla Launches Cybercabs | Index Pulls Out of Town & Anthropic Pulls From Descartes Acquisition
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 10, 2026
AGI declarations, OpenAI's rule-breaking agents, Instinct vs. Town conflicts, Cybercab launches, and why no financial math can justify some of today's biggest AI bets.
openaianthropicinvesting - Intelligent Report
9am Hour: OpenAI Urges Caution, Qualcomm & Amazon Partnership, Novartis’ Drug Trial Setbacks 9/8/26
Squawk on the Street· Sep 8, 2026
Jim Cramer kicks off post-Labor Day with AI warnings from OpenAI's chief scientist, Qualcomm's Amazon deal, Oracle earnings ahead, and why he's still joyous about the AI industrial revolution despite the alarm bells.
openaiinvesting - Intelligent Report
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
All-In with Chamath, Jason, Sacks & Friedberg· Sep 4, 2026
Chamath's 50th birthday kicks off hot takes on ChatGPT-6, the OpenAI agent hack hysteria, AI bubble comparisons to 1998, San Francisco real estate mania, and Jensen Huang's open-source power move.
openai - Intelligent Report
20VC: NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 3, 2026
Nvidia's record $96B quarter, OpenAI cuts off Cursor, the Hugging Face hack's cyber wake-up call, and why every startup must now become a compound company—broken down by Rory Driscoll and Jason Lemkin.
openaianthropicinvesting - Intelligent Report
9AM HOUR: September Playbook, Anthropic's Nvidia-Backed Deal, Ternus Era Begins at Apple, Musk Addresses G20 Meetings 9/1/26
Squawk on the Street· Sep 1, 2026
Cramer, Faber, and Quintanilla tackle rising bond yields, surging oil prices, Nvidia's $35B Anthropic deal, Apple's new CEO John Ternus, and Elon Musk's bold AI productivity predictions at the G20.
anthropicinvesting - Intelligent Report
20VC: The AI Bubble Is Wrong | AI Margins Need to Improve | Revenue Concentration Should be a Concern | Why People Over-Estimate Open Models But Enterprises Still Fear Frontier Models with Aaron Katz, ClickHouse
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Aug 31, 2026
ClickHouse CEO Aaron Katz reveals they're tracking from $0 to $500M+ ARR, targets $1B by late 2027, boasts 200%+ net dollar retention, and explains why agents—not humans—will soon select your entire infrastructure stack.
openaianthropicinvesting - Intelligent Report
11AM Hour: Revolution Medicines CEO on Drug Approval, Nvidia Rallies on Earnings & Synopsys CEO 8/27/26
Squawk on the Street· Aug 27, 2026
Nvidia's blowout quarter dominates markets as analysts debate supply bottlenecks, vendor financing risks, and a $300 price target; plus FDA approves Revolution Medicines' pancreatic cancer pill and Fed hawks signal possi…
investing - Intelligent Report
9AM HOUR: AI Trade Rally: Nvidia's Blowout Quarter, Salesforce Surges 8/27/26
Squawk on the Street· Aug 27, 2026
Nvidia's blowout quarter sends stock surging 6%+ as Jensen Huang's 70% revenue growth forecast silences doubters, while Salesforce and CrowdStrike also surge on strong AI demand.
anthropicinvesting 
Intelligent ReportThe Man Who Calls BS On AI: AI Is The World’s Greatest SCAM, And They All Know It! | Ed Zitron
The Diary Of A CEO with Steven Bartlett· Ed Zitron· Aug 27, 2026
Ed Zitron argues generative AI is a con: unprofitable companies burning billions, subsidized users, hallucinating outputs, and the biggest misleading marketing campaign in tech history.
openaianthropicsocietyculture
Intelligent ReportNeil Movva - Making AI 10x Cheaper
Invest Like the Best with Patrick O'Shaughnessy· Aug 25, 2026
Sail Research founder Neil Nova breaks down his 'token factory' vision—building the cheapest possible AI inference for long-running background agents by squeezing maximum efficiency from undervalued chips, creative data …
agentsinferenceinvesting- Intelligent Report
Yields Fall on Treasury Decision, OpenAI-Anthropic Revenue Race, Moderna Soars 100% 8/19/26
Squawk on the Street· Aug 19, 2026
Markets snap a 3-day losing streak as Treasury doubles bond buybacks, Moderna soars 92% on melanoma vaccine trial results, and Google issues Marvell warrants tied to a potential $120B revenue opportunity.
openaianthropicinvesting - Intelligent Report
Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money
Invest Like the Best with Patrick O'Shaughnessy· Aug 18, 2026
Ben Thompson breaks down AI's geopolitical risks, the compute capital crunch, why OpenAI should have gone all-in on ads sooner, and which tech giants are best positioned to win the intelligence era.
openaiinvesting 
Intelligent ReportIs It Ironic If Amazon Is Shredding Books?
Tech Brew Ride Home· Aug 17, 2026
Stripe acquires OpenRouter for $7B, OpenAI locks a 10GW Ohio campus with Nvidia backstopping it, $3T in off-balance-sheet AI commitments found, and AirTags catch Amazon destroying rare books for AI training.
openaianthropic- Intelligent Report
11AM Hour: Former Tesla President Jon McNeill, OpenAI President's First Comments on Executive Exodus & AI Heads to the High Seas 8/17/26
Squawk on the Street· Aug 17, 2026
Iran ceasefire ends, diesel cracks hit $100/barrel, Brent eyes triple digits, Tesla eyes a flying roadster, OpenAI brushes off exec departures, and autonomous boat docking debuts in NYC.
openaiinvesting - Intelligent Report
9AM Hour: Memory Chips Rally, Anthropic's AI Boost, Trump's Message on Iran War and Gas Prices 8/17/26
Squawk on the Street· Aug 17, 2026
Cramer and Quintanilla tackle rising yields, Iran tensions, AI memory stocks, retail earnings previews, and why buying stocks up 500% might not be crazy this time.
anthropicinvesting - Intelligent Report
AI Apocalypse... Now?
Pod Save America· Aug 16, 2026
Casey Newton of Platformer breaks down AI's real risks—rogue agents conspiring against their creators, open-weight models enabling hackers, secret government licensing regimes, and why the AI job apocalypse may already b…
openaisocietyculture - Intelligent Report
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
All-In with Chamath, Jason, Sacks & Friedberg· Aug 14, 2026
Anthropic's $2T IPO, Zuckerberg's open-source AI manifesto, Nvidia's GPU financing play, and the great debate over centralized vs. decentralized AI futures.
anthropic - Intelligent Report
10AM Hour: Wall St. Legend Leon Cooperman, Memory Stocks Bounce Back, OpenAI’s Talent Exodus 8/14/26
Squawk on the Street· Aug 14, 2026
Markets at all-time highs, but Lee Cooperman sees euphoria warning signs; plus OpenAI's C-suite exodus, memory stock surge, Disney CEO at D23, and space insurance as the next frontier.
openaiinvesting - Intelligent Report
11AM Hour: Goldman's Private Credit Outlook, Lawyer for Pied-Ã -Terre Tax Lawsuit & Intel's New Stock Offering 8/10/26
Squawk on the Street· Aug 10, 2026
Intel raises $15B via stock offering, Meta launches open-source AI model, Goldman Sachs flags private credit default rates, and NYC homeowners sue over pied-Ã -terre tax rollout.
aiinvesting - Intelligent Report
20VC: Will OpenRouter Sell for $10BN to Stripe? | Why Chinese Open Models Are Beating America—and What Happens Next | Why Enterprises Are More Fearful of Anthropic and OpenAI Than China | Is the Routing Layer Becoming a Commodity with Alex Atallah
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Alex Atallah· Aug 10, 2026
OpenRouter CEO Alex Atala on routing 70 models a month, why Chinese open-source is beating America, the $10B Stripe acquisition rumors, and why the AI model market will be the biggest in human history.
openaianthropicinvesting - Intelligent Report
20VC: Airtable Sold for $1.285BN | Leo Achenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B | Anthropic Model Breaches Three Companies' Security | Big Tech Earnings: Why Palantir Beat The Rest
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Aug 6, 2026
Nikesh Arora joins to break down Airtable's $1.3B fire sale, Leo Aschenbrenner's leveraged hedge fund implosion, Anthropic's security breaches, and why compute—not intelligence—will define the next five years of AI.
openaianthropicinvesting - Intelligent Report
11AM Hour: Mattel & Kraft Heinz CEOs on Earnings, SpaceX Shares Tumble & AI Hacks Intensify 8/5/26
Squawk on the Street· Aug 5, 2026
AMD tumbles despite record revenue, SpaceX capex spooks investors, Eli Lilly smashes estimates, and CEOs of Mattel and Kraft Heinz discuss turnaround strategies amid a cautious consumer backdrop.
openaianthropicinvesting - Intelligent Report
Gavin Baker - AI Market Jitters
Invest Like the Best with Patrick O'Shaughnessy· Aug 4, 2026
Gavin and Patrick pressure-test every bearish AI narrative after a brutal July selloff, finding accelerating compute demand, rising GPU spot prices, and improving hyperscaler cash flows despite credit market jitters.
anthropicinvesting - Intelligent Report
11AM Hour: Hugging Face CEO, IMAX CEO & Big Tech's Earnings Distortion 8/3/26
Squawk on the Street· Aug 3, 2026
Hugging Face CEO reveals a rogue OpenAI agent executed 17,000 actions in 4 days hacking their systems, IMAX hits record July box office with The Odyssey, and big tech AI stakes distort S&P earnings by 18 percentage point…
openaiinvesting - Intelligent Report
20VC: Jensen's Open-Weights Letter | Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks | Francisco Partners Raises $21BN | Etched Raises $300M to Take on Nvidia
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 30, 2026
Jensen's first X post sparks the open vs. closed AI war, Anthropic plays villain, Travis Kalanick raises $1.7B for robots, Google posts negative free cash flow, and LLM agents are silently breaching every company.
openaianthropicinvesting - Intelligent Report
10AM Hour: SOFI CEO, Zuckerberg’s AI Vendetta, SK Hynix Results Fail to Impress 7/29/26
Squawk on the Street· Jul 29, 2026
Fed rate hike debate heats up on decision day as markets sell off, SoFi CEO defends earnings, Middle East tensions spike oil, and Zuckerberg's AI op-ed draws sharp criticism.
artificial-intelligenceinvesting
