Company
Nvidia
- Episodes
- 155
- Share
- 14%
- Shows
- 139
- Net sentiment
- +0.45
Bullish 59Mixed 44Neutral 43Bearish 9
The episodes that named it
Why each one was bullish, bearish or in between on Nvidia. Longest episodes first.
Bullish 59
- Huang describes demand for its chips as strong and its compute as a durable asset class.The Ezra Klein Show: Jensen Huang Thinks A.I. Alarmism Has Gone Too Far · Hard Fork · Sep 25
- Dominant GPU supplier whose financing advantage makes its chips easier to underwrite.AI:AM: What If It Works Too Well? Colluding Agents, $200M Safety Orgs, Virtual Cells Saturate at 2% · The Cognitive Revolution · Sep 27
- Co-founded the Cosmos Coalition with Runway and supplied early compute and model research roots.Runway’s WorldPrompt and the Engineering of Real-Time Worlds · Latent Space · Sep 25
- Acquisition of Hugging Face is seen as supporting a third, open-source path.Will AI Really Kill Us All? | Harper Reed & John Borthwick · Hidden Forces · Sep 21
- Cited as an obvious primary beneficiary of the AI boom that retail investors could have spotted early.Retail Trader vs. Hedge Fund Manager: Where Is the Real Alpha? · Odds on Open · Sep 24
- Seen as the strongest way to bet on open-weight model growth through infrastructure demand.VCs Would Bet on Open-Source AI Over OpenAI and Anthropic | E2341 · This Week in Startups · Sep 23
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- Founding partner offering students access to AI knowledge and resources.a16z Just Launched a School · Sourcery · Sep 22
- Dines would bet more on Nvidia than Anthropic and sees Jensen's open-source push as strategic.20VC: Why AI Cannot Replace Humans in Enterprise | Why Work Processes Not Models Will Be The Most Valuable Asset in AI | Why Europe Has Lost and Building in the US vs EU with Daniel Dines, UiPath · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Sep 21
- Dines would bet more on Nvidia than on frontier labs, expecting its market cap to keep rising.20VC: Why AI Cannot Replace Humans in Enterprise | Why Work Processes Not Models Will Be The Most Valuable Asset in AI | Why Europe Has Lost and Building in the US vs EU with Daniel Dines, UiPath · 20VC · Sep 21
- Dominant GPU supplier and close collaborator with many joint projects and majority of deployments.Who Feeds the GPUs? Inside AI's Hidden $30B Layer | Renen Hallak, VAST Data · The MAD Podcast · Sep 24
- Dominant partner and majority market share in deployments, collaborating on many projects.Who Feeds the GPUs? Inside AI's Hidden $30B Layer | Renen Hallak, VAST Data · The MAD Podcast with Matt Turck · Sep 24
- Seen as the AI trade's central stock, trading at a discount with earnings still strong.Meta’s Muse launch, Josh is wrong on Netflix, internals weaken, 10-year bonds at 5%, Buffett steps away · The Compound and Friends · Sep 22
- Jensen Huang opposes slowdowns and benefits from continued chip demand; Nvidia is acquiring Hugging Face.Rogue Agents & The Great AI Slowdown: What the Hugging Face Hack Means for the Future · AI: The Podcast · Sep 23
- Described as a must-own AI winner, though it was a better buy in 2023.Innovative ETF Investing Strategies · Money Tree Investing · Sep 25
- Nvidia's Vera CPU and Nemotron models are highlighted, and its revenue outlook is strong.Anthropic's AI Slowdown, OpenAI's $1.2T Valuation & Salesforce's AI Bet | Six Five Pod EP 320 · The Six Five with Patrick Moorhead and Daniel Newman · Sep 21
- Acquiring Hugging Face to own the open-weight distribution platform and deepen its CUDA moat.How NVIDIA Is Secretly Coming for Anthropic & Open AI | Morgan Stanley's Head of US Thematic Research · The Wall Street Skinny · Sep 26
- Trades near 15 times 2027 earnings despite dominant data center revenue growth.Meta is up big on Muse. AMD is priced for no mistakes. Micron is next. | Ep 58 · Futurum Equities Podcast · Sep 25
- Supplies the GPUs Nebius uses, which are in short supply and central to AI workloads.Why AI Medical Research Needs Vast Computing Power and Where Nebius AI Cloud Fits In · Beyond Longevity · Sep 27
- Provides full-stack compute, open models and simulation platforms for healthcare AI and robotics developers.What is NVIDIA actually doing in healthcare? (David Niewolny) · Faces of Digital Health · Sep 25
- Recent quarter showed strong guidance and earnings growth tied to real AI demand.Joel Litman: We Are NOT in an AI Bubble · Stansberry Investor Hour · Sep 22
- Strong data center revenue growth and expected infrastructure build-out support demand outlook.Nvidia CEO Jensen Huang Says “No Slowdown” for AI — The Global Race Is Just Beginning · USA News Today · Sep 21
- Mentioned as a stock investors still want to own despite macro headwinds.Bitcoin & Stocks Are Going Higher (The Money Printer Is Coming) | Darius Dale · The Pomp Podcast · Sep 24
- Strategic investor and roadmap includes co-packaged optics switches, validating the technology.Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure · The Circuit · Sep 21
- Strategic investor and a major GPU customer whose CPO switch roadmap drives adoption interest.Conversation with Ayar Labs CEO Mark Wade on Silicon Photonics, Co-Packaged Optics, and Next-Gen AI Infrastructure · The Circuit · Sep 21
- Jensen Huang's GPUs underpin all token consumption, so its position strengthens regardless of AI lab outcomes.And Now For Something Completely Similar: Untangling the Power from the Pretense of Our AI Circus · Keen On America · Sep 26
- Developing Cosmos world models, CUDA tooling and open models for physical AI developers.NVIDIA World Models Explained: What Developers Can Build · AI News & Strategy Daily with Nate B. Jones · Sep 24
- Huang dismisses AI extinction warnings, supporting continued frontier AI spending.9AM HOUR: Stocks Rally As Oil Retreats, Huang Slams AI "Doomsday Narratives," Paramount and WBD Surge 9/21/26 · Squawk on the Street · Sep 21
- Named as an employer students can work at through the Academy network.Why a16z is Building a New School for the AI Era | Ben Horowitz · The a16z Show · Sep 22
- Panelists see it leading the AI arms race despite trading like a holding company.Meta’s Rally Keeps Rocking… And A Major AI Safety Warning 9/24/26 · CNBC's "Fast Money" · Sep 24
- Its chips and Nemotron models are seen as benefiting from companies building custom models.AI News for Mid-September 2026 · The Enterprise AI Show · Sep 21
- Cited as an example of a company that consistently refounds itself through exceptional people and execution.Re-Founding Incumbents for the AI Era with Sequence Holdings Co-Founder and CEO Michael Lee · No Priors · Sep 24
- Wood's early GPU thesis proved correct as AI brains for autonomous driving.Cathie Wood: How to Invest in a World Moving This Fast · Equity Mates Investing Podcast · Sep 21
- Central to the semiconductor AI trade and GPU demand that the strategist expects to keep rising.ELITE Strategist: How to position for the NEXT AI trade · Full Signal · Sep 24
- Seen as undervalued at about 16 times earnings and central to the AI trade.Mega-Cap Tech Rally, Diesel Prices Hit Record High, East Coast Flight Disruptions 9/21/26 · Power Lunch · Sep 21
- Host believes it can become a $10 trillion company despite its large current valuation.A Glimpse of What Happens When Oil Sells Off: Tech Stocks Rip · Rigatoni Capital Podcast · Sep 21
- Dominant hardware supplier using acquisition to lock in demand, telemetry and strategic optionality.Why Nvidia's $13B Deal for Hugging Face Was Never About Revenue · Eventual Consistency | Your Reality Check on What's Actually Happening in Data · Sep 23
- Top holding in technology ETFs and a major Apple-style core holding for the host.🚀 Nasdaq Hits All-Time Highs—Buy the Dip or Take Profits? | QQQ, WDC, MU, META, NVDA & AI Stocks · Daily Stock Picks · Sep 23
- US supply-chain control and AI chip leadership keep it ahead of Chinese rivals.Mehran Gul, "The New Geography of Innovation: The Global Contest for Breakthrough Technologies" (Simon and Schuster, 2026) · New Books in American Studies · Sep 25
- Central to the US supply chain that Asian chipmakers depend on for their fortunes.Mehran Gul, "The New Geography of Innovation: The Global Contest for Breakthrough Technologies" (Simon and Schuster, 2026) · New Books in Science, Technology, and Society · Sep 24
- Expected to mop up a large share of AI infrastructure through acquisitions and deals.Building the Five Foundations of AI Value With Mobile Mentor · Tech Talks Daily · Sep 26
- Trades around 20 times earnings, cited as evidence against a bubble.Everyone’s Bracing for a Crash. The Economy Says Otherwise. · Wealthion · Sep 24
- Trades near a decade-low multiple on growing profits, passing the episode's valuation test.Is Anthropic Worth Two Trillion Dollars? · Patrick Boyle On Finance · Sep 27
- Management dismisses slowdown concerns and guides a year out, showing supply chain control.What will Micron's gross margin guide be? · Investing Experts · Sep 27
- Leading a $500B consortium to build new compute financing models, with strong demand for its products.Goldman Sachs President & COO John Waldron: Rooting for the English Majors · Inside Blackstone · Sep 22
- Central to AI infrastructure with improving energy and water efficiency each generation.Tech giant NVIDIA talks AI's sustainability risks and opportunities · All Things Sustainable · Sep 24
- Hugging Face acquisition and on-prem open-weight integration position it well for enterprise AI.Cheaper AI Models Are Here: Can Enterprises Keep Up With AI’s Release Cycle? · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Sep 26
- Benefits as successful AI products lift demand across the inference chip ecosystem.Yields Spike and the Trump-Xi Summit Is Probably a Nothing Burger · Rigatoni Capital Podcast · Sep 24
- Valuation warning story judged baseless since earnings estimates are still rising fast.Mark Zuckerberg's new era · Sozzi Unleashed · Sep 24
- Stock outperformed the S&P this year and is tied to AI buildout beneficiaries.The AI Economy: Separating Fact From Hype · What's Next For Markets · Sep 27
- Reportedly developing special chips for SpaceX's orbital data centers.5. AI - Orbital Data Centers Power AI - JOE PISTRITTO & DAVID LIVINGSTON( HOTEL MARS) 092426 · The John Batchelor Show · Sep 24
- Don’t Wait For Cheaper Stocks — Rebecca Walser On Stocks To Buy Now · Street Talk · Sep 24
- Jensen Huang argued current frontier models could already be considered AGI, implying continued demand.Decoding the AI Slowdown: What It Actually Means for Your Business Strategy · AI First with Adam and Andy · Sep 23
- Used as the example of a stock that active managers accumulated early before it became dominant.Want to Find the Next Nvidia? Here’s How to Watch What ‘Big Active’ Is Buying · Trillions · Sep 24
- Gained about 2% amid renewed AI trade optimism.A new Muse inspires equity markets · Moving Markets · Sep 22
- Held near record highs as hyperscaler capex plans stayed intact.Fed's Decisive Move!! · The ELEVEN: US Markets · Sep 21
- Mentioned as a backer of AI companies and part of the push to keep going.Anthropic Is Accused of Faking the AI Panic · Valuetainment · Sep 24
- Rallied $1.49 with over 2 million contracts traded and a top-spot hot option.The Hot Options Report: 09-22-2026 · The Options Insider Radio Network · Sep 22
- Expected to do just fine as AI spending continues despite safety concerns.Tiernan Ray on AI Regulation, Cybersecurity Rally & Software Stocks to Watch · Schwab Network · Sep 21
- Key partner in the Inference Exchange, with Jensen expected at the event.How Equinix Is Building the Infrastructure for the Agentic AI Era · The Ravit Show · Sep 23
Bearish 9
- Hosts say Jensen Huang's AI-doom dismissals and rising GPU prices signal desperation tied to AI bubble risk.380. RTX 6090 Launch Leak, AMD RDNA5 and PS6 Neural Ray Tracing, Nvidia AI Desperation · Broken Silicon · Sep 22
- Chanos sees its chip revenue boosted by capex accounting that may not persist.Jim Chanos | Founder of Kynikos Associates | Enron, Beyond Meat, and the "Golden Age of Fraud" · Trinity SMF Podcast · Sep 22
- Oakley argues investors overlook energy while chasing AI names like Nvidia, which he sees as risky.Ready For A Bear Market? Most Investors Aren't | Ted Oakley · Thoughtful Money with Adam Taggart · Sep 24
- Hosts claim much of its sales sit in warehouses unpaid by buyers who lack data center sites.Bitcoin's Rally Meets AI's New Cold War · Digital Currents · Sep 25
- Heavy revenue concentration among few customers and funding support for OpenAI raise concerns.Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76 · The Real Eisman Playbook · Sep 21
- Named among hyperscalers in an AI race that could strain financing and valuations.The Ed Sheeranisation of Irish Economic Policy · The David McWilliams Podcast · Sep 22
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- Vendor financing of customers' chip purchases makes demand look artificially larger.The $1.7 Trillion Data Center Bet, and Why Apple is Getting Into the Subscription Game · The Prof G Pod with Scott Galloway · Sep 21
- Chip demand exposure tied to slower frontier model spending.THE AI SLOWDOWN SHOCK: Why Tech Giants Just Agreed to Hit the Brakes! · Wall Street Truthbombs Podcast · Sep 22
- AI chip export rollbacks and smuggling through Southeast Asia are cited as enabling Chinese AI development.Nothing Changed: China's 10-Front War on the US · Good Revenue · Sep 26
Mixed 44
- Jensen Huang's interview draws debate over his stance on AI pacing and safety.Jensen vs NYT, New Model Reactions, "You Can See Everything" Trailer, Saudi EVs | Cristiano Amon, Talia Goldberg, John & Louis Antonelli, Max Levchin, Sam Ross · TBPN · Sep 23
- Strong earnings and a cheap multiple, but customer economics and circular investing create risk.Jim Chanos & Gary Marcus: Circular AI Financing, The Agentic Economy & Doomsday Scenarios · RiskReversal Pod · Sep 25
- Central AI spending beneficiary, but its demand may be squeezed by memory constraints and over-earning risk.The Next AI Trade | Liam Dalton | Ep. 4 · Mispriced Assets Podcast · Sep 22
- Dominant GPU maker, but its market share is falling and it lobbies for open models.Sebastian Mallaby on Artificial Intelligence, Railroads, and Transformative Changes · Backtest · Sep 25
- Its older GPUs keep strong rental value, but chip supply and demand shifts create uncertainty.Steve Hou - Data Over Narrative · The Business Brew · Sep 23
- Trades at a low forward multiple, suggesting worries are priced in.The Wobbly House of Cards (EP. 483) · Animal Spirits · Sep 23
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- Acquiring Hugging Face could strengthen its position in open-source models, but its circular financing draws skepticism.Kontrarian Korner #153 - Dexter White · Kontrarian Korner · Sep 21
- Growing backstop exposure of $588 billion creates financing risk alongside demand support.Ep. 033 - ClusterMAX 3.0 Is Here! Neoclouds Ranked (Neoclouds, GPUs) | Sam Harshe, Pratt Bhatt, Jordan Nanos · SemiAnalysis Weekly · Sep 23
- He once dismissed it as too expensive but acknowledges it may be a core AI investment.THE REAL EDGE IS IN PEOPLES’ HEADS (Guest: Ahmed Husain) · The Market Huddle · Sep 26
- Dominates tech index weight and drives market gains, but AI spending sustainability is in question.Market Starting To Crack Under High Bond Yields? | WMR 9 24 26 · Thoughtful Money with Adam Taggart · Sep 26
- Mentioned as chip beneficiary of AI spend, though guest urged caution underwriting chip companies given efficiency pressure.E434: Warren Gibbon on How AI is Changing the Private Markets · How I Invest with David Weisburd · Sep 25
- Mentioned as a leading AI stock whose gains reflect the broader AI investment boom.From Cartoon Apes to Reddit Mania: Why Crowds Lose Their Minds With Money · The Acquirers Podcast · Sep 24
- Cerebras is taking on this dominant incumbent, a David versus Goliath contest.Cerebras EVP: His CEO Said One Thing and He Quit Everything to Join Him · Hunters and Unicorns · Sep 23
- Jensen Huang dismisses existential risk, and a global AI pause would hurt NVIDIA's stock.AI Has Gone Rogue. Here’s What We Should Do About It. · The Next Big Idea · Sep 24
- Strong growth and cheap multiple, but circular financing and rising competition from in-house chips pose risks.Ep 6: KB Toys, the AI Boom & Nvidia: Business Lessons From Past and Present · Fundamentals Unfiltered · Sep 21
- Artificial Inu and similar tokens are paired with Nvidia, tying speculation to its share price.FOMO, Meme Stocks and Robinhood Chain | Andy8052 & Eric Conner · Bankless · Sep 23
- Chip competition from China could spawn further capex cycles and erode moats.AI Is Turning Big Tech Into a Commodity Business · Know Your Risk Podcast · Sep 22
- Jensen Huang dismissed AI doomsday warnings while the company's valuation depends on AI buildout.Treasury Sec. Bessent, AI Control, & the White House Press Pool 9/21/26 · Squawk Pod · Sep 21
- Projected 70% growth, but power bottlenecks may limit deployment.The Software Pricing War and AI Power Bottlenecks · The Information's TITV · Sep 22
- Sold off with AI stocks but benefits regardless of deployment, as a picks-and-shovels seller.AI Stocks Selloff 2026: Overreaction or a Real Warning Sign for Investors? · InvestTalk · Sep 22
- CEO Huang defends AI development pace while facing safety and regulation scrutiny.NVIDIA CEO on AI Warnings and Growing Calls to Regulate It · Anderson Cooper 360 · Sep 25
- Mentioned as a high-margin tech company whose margins are unlikely to be sustainable.9-21-26 What Happens When Earnings Estimates Fall Short? · The Real Investment Show Podcast · Sep 21
- Export restrictions limit China revenue, though it seeks to sell older chips there.11AM Hour: U.S.-China Summit Today, Coldwell Banker Realty CEO & OpenAI Hacks Again 9/24/26 · Squawk on the Street · Sep 24
- Chip export policy and future generations of its GPUs are central to the China competition debate.Who's in Control of the AI Race? with Bill Evanina and Matt Hayden · Cyber Focus: Cybersecurity, National Security, and Critical Infrastructure · Sep 22
- Central vendor supporting data center build-out, with guarantees raising opacity concerns.Episode 30: What Are We Getting With All These Data Centers? · Power and Consequences · Sep 21
- Seen as having resilient non-AI revenue, though reportedly less of a training moat.Slowdowns, Service Accounts, and the Return of Email | S3E20 · The Hedgineer Podcast · Sep 22
- Export controls on advanced chips to China were raised as a source of tension.A Trump-Xi Summit & Cathie Wood’s Investor Letter 9/25/26 · Squawk Pod · Sep 25
- Its CEO was publicly rebuked by Trump over AI-fear comments; central to bubble debate.We Are Betting The Entire U.S. Economy On AI · The Minority Mindset Show · Sep 24
- Jensen Huang wants more China trade, while competitive worries persist among tech executives.NTK: How to Translate Summit Photo Ops and Speeches into Long-Term Improvement in the US-China Relationship · The DSR Network · Sep 27
- Pushing neural rendering as the future, but DLSS 5 is costly, locked to its ecosystem, and faces backlash.DLSS5 Explained with Linus Tech Tips · The Vergecast · Sep 22
- Semiconductor valuations near multi-year lows reflect risk, but compute demand remains strong.The AI Compute Trade Is at Risk - Here’s What Could Win Next · Milk Road Stocks · Sep 25
- Strong demand and margins offset by growing guarantees, supplier commitments and customer concentration.Why NVIDIA Paid 86 Times Revenue for Hugging Face · Deep Dive · Sep 26
- Jensen Huang's opposing stance on slowing AI and chip export access is discussed.AI Safety Doomerism: Is Dario Amodei Right to Fear the Future of AI? · Business Bubble · Sep 24
- Dominant AI chipmaker facing Chinese competition and export-control shifts affecting its China access.The real reason why Trump invited China's President Xi to Washington · Geopolitical Economy Report · Sep 25
- Restricted Anthropic's model, and its Nemotron base powers Salesforce's new specialist model.OpenAI, Palantir & Grok: The AI Safety Reality Check · What the AI?! · Sep 22
- Jensen Huang is central, dismissing AI pacing and acting as a major investor and backstop in the AI ecosystem.Jensen’s Ezra Interview, EV News, Nathan Fielder’s Elizabeth Holmes Doc | Diet TBPN · TBPN · Sep 24
- Recent 15% price increase raises AI costs, though its growth is funded from strong cash flow.The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap · The Real Eisman Playbook · Sep 25
- Possible renewed sale of advanced chips to China is uncertain after earlier rejection.Stripe, AI Agents & the Financial System Built for Machines · WorldviewTube · Sep 25
- Strong earnings but shares dipped after the AI return-on-spend debate and weekend selloff.The AI panic, tech concentration, and Nvidia windfalls · Trader Talk · Sep 23
- Among the top contributors to index returns, though not the best price performer.What Record Highs Might Be Hiding · On Investing · Sep 25
- Growing rapidly yet trades at low forward earnings multiples, showing growth and value traits.The Investor's Sword and Shield | EP 228 · Art of Boring · Sep 25
- Incumbent GPU leader that a far more efficient architecture could challenge, though Nvidia's scale is unmatched.Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology · All-In Podcast · Sep 21
- Subject to US export bans on high-tech chips shaping US-China AI competition.Why OpenAI and Anthropic should fear Meta Muse · Times Tech · Sep 24
- Launched a program certifying power and cooling equipment as grid constraints bind AI site growth.Trump, Ng and LeCun All Attacked the Same Motive · The Context Report: Today in AI · Sep 21
Neutral 41
- Jensen Huang attended the White House dinner; mentioned in passing.4 Tech Arguments (Number 3 Will Shock You), Mansion Section, John Arnold Joins | Viswa Colluru, Jake Adler, Adam Korsunsky · TBPN · Sep 25
- Named as part of the Magnificent Seven concentration discussion.The New Way For Ordinary People To Build Wealth - Tony Robbins - #1153 · Modern Wisdom · Sep 21
- Jensen Huang's China-specific chip discussed in satirical context only.WarTalk: Potemkin Pacific, Midterm Budget Woes · ChinaTalk · Sep 25
- Mentioned as a possible NVLink Fusion partner for Apple AI servers.M6 Mac mini review, Apple fitness band rumors, Apple AI servers · 9to5Mac Happy Hour · Sep 24
- Mentioned in context of export controls on its chips to China.Taiwan’s Slow Squeeze, Ukraine’s Long War · GoodFellows: Conversations on Economics, History & Geopolitics · Sep 23
- Mentioned only indirectly through the AI capex theme, with no specific view given.The Bond Market Pain Isn't Over | Weekly Roundup · Forward Guidance · Sep 25
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- Mentioned only as a LinkedIn job posting for a PowerPoint designer at six figures.Claude Slides & Gemini: Gamechangers? · Next Slide Please · Sep 25
- Mentioned as a critic of AI doomers rather than analyzed for its own prospects.The Single Smartest Case Against AI Doom · Plain English with Derek Thompson · Sep 25
- Jensen Huang is quoted opposing new AI regulation favoring existing laws.Watch Zohran's Face Change When Trump Says This About Him in Front of the Press · The Rubin Report · Sep 22
- Jensen Huang publicly criticized the industry-led standards body; custom chips pose competition.Google DeepMind's AI Autonomy, Anthropic IPO Voting Control & the New AI Safety Group · The Information's TITV · Sep 25
- Mentioned as a supplier of AI chips at the center of data center demand; no investing verdict.[AI WEEKLY RUNDOWN] AI Near-War Conflict, OpenAI’s $278B Cash Burn, & Claude Hacks OpenAI Accounts (Sept 13–20, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems & Daily Tech News · Sep 21
- Mentioned as likely to release an open-source model.Saudi Cuts Europe Off, Burchett Wants a Diesel Export Ban & the Big Inch Plan | BDE 09.22.26 · Big Digital Energy · Sep 22
- Mentioned only as the chipmaker whose CEO gave an optimistic AI interview.Trump Hosts Xi Jinping, Military Might in Greenland, and AI Alarmism · The Bulletin · Sep 25
- Mentioned only indirectly in the AI spending discussion; no specific view offered.Ep. 377: Jay Pelosky on the Tripolar World, the Spending Super Cycle, and the Global Earnings Boom · Macro Hive Conversations With Bilal Hafeez · Sep 25
- Mentioned for its GPU hardware and open model efforts such as Nemotron.What Comes After Transformers? · The Data Exchange with Ben Lorica · Sep 24
- Mentioned as the US chips at the center of export control debate with China.U.S. & China Begin AI Safety Talks, Vinod Khosla’s Pitch for Tax Reform in the AI Era · The Information's TITV · Sep 21
- Mentioned only indirectly through the chip and AI race with China.Trump, Xi & the Great AI Arms Race · The Rob Carson Show · Sep 25
- Jensen Huang's comments on token credits as a recruiting tool were referenced.Gen Z Is Dating AI, Microsoft Reinvents Copilot, & the Great Iced Coffee Interview Debate · Future Ready Leadership With Jacob Morgan · Sep 25
- Cited for view that intelligence layer commoditizes and value shifts to applications.Sage CEO: Don't Build Data Centres in UK · Big Boss Interview · Sep 23
- Its CEO praised OpenClaw as top open-source software, though the host sees limited enterprise payoff.Ep 866: Build, Buy, Partner, or Wait: The 4-Layer AI Stack Decision Framework for 2026 (Start Here Series, Vol 25) · Everyday AI Podcast – An AI and ChatGPT Podcast · Sep 21
- Jensen Huang dismissed rogue-AI fears and favors open-source enterprise models.Ten31 Timestamp: Revenge of the Nerds · TFTC: A Bitcoin Podcast · Sep 21
- Jensen Huang's claim that AI crossed a threshold is quoted and questioned.Cybersecurity News: PaperCut Breach, AGI Hype and Patch Tuesday · The Audit - Cybersecurity Podcast · Sep 21
- Mentioned only as the largest S&P 500 weight, showing market concentration in mega-cap tech.Stocks Stayed Flat as Bond Yields Exploded. Something Doesn't Add Up · Know Your Risk Podcast · Sep 24
- Used as a case study of near-collapses during its early history.I Built a $20M Business. Yet, I Feel Like I'm 30 Days Away from Going Out of Business · Ecomm Breakthrough · Sep 24
- Its CEO attended the White House dinner; no direct investing view given.Microsoft to Take On Muse, Trump & Xi Dinner, The Mansion Section | Diet TBPN · TBPN · Sep 25
- Named as a major counterparty in OpenAI's large compute commitments.The OpenAI IPO? · The Enterprise AI Show · Sep 27
- Mentioned as the main GPU rival and comparison, with the host noting its popularity.Why Broadcom Has Been My Best Buy for 3 Months in a Row · The 7investing Podcast · Sep 25
- Representatives attended the King Charles AI summit, mentioned only in passing.Are We Automating Away Our Humanity? The Leadership Question AI Cannot Answer · IMPACTFUL Teamwork · Sep 21
- Referenced as the closed-source CUDA comparison point.Haters think AI agents can't write GPU code? This'll ROCm · The Stack Overflow Podcast · Sep 22
- Mentioned only indirectly through AI investment themes.U.S.-Iran meeting at the UN · Squawk Box Europe Express · Sep 22
- Named as a founding partner and hiring partner for the academy's co-op program.a16z Launches New School in SF | Gagan Biyani & Erik Torenberg · MTS · Sep 23
- AMD Venice is positioned as a direct challenge to Nvidia's competing CPU narrative.Tech Talk — September 24, 2026 · Tech Talk · Sep 24
- Referenced as the incumbent GPU platform the new architecture is measured against.Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology · All-In Podcast · Sep 21
- Mentioned as the sector leader whose reaction to news sets the tone for AMD.The Big 3: AMD, USDE, META · Schwab Network · Sep 25
- Mentioned as GPU supplier underlying Blackwell-based AI ReadyNodes.From Bare Metal to AI: Supermicro and VMware Cloud Foundation · Virtually Speaking Podcast · Sep 22
- Referenced as the market leader and benchmark, valued near $5.4 trillion.The Big 3: AMD, INTC, ARM · Schwab Network · Sep 21
- Sits above $5.4 trillion; AI buildout still compounding but competitive pressure rising.Crosswire — September 23, 2026 · Crosswire · Sep 23
- Not a focus of the conversation.Economics: PODCAST|Key Takeaways: 2026 Emerging and Frontier Markets Opportunities Conference · At Any Rate · Sep 22
- Mentioned only as passed in market-cap ranking.MSTR Today: Are You Ready for the Next Bitcoin Run? · MSTR Today: Daily insights of Michael Saylor, Bitcoin and Strategy (MicroStrategy) · Sep 22
- Cited as a large company whose market value exceeds an entire national stock exchange, with no investment call.Friday Wrap-Up: A President's View on Global Power and Learning from Big Tech · In Good Company with Nicolai Tangen · Sep 25
- Its five-layer AI cake framework is used to explain where demand is moving.Is the AI Bull Market Moving Past Semiconductors? · Chip Stock Investor Podcast · Sep 25
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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