Company
Nvidia
- Episodes
- 182
- Share
- 17%
- Shows
- 151
- Net sentiment
- +0.50
Up from 14% of episodes in the weeks before; net sentiment was +0.45.
Bullish 76Mixed 52Neutral 46Bearish 8
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%10%15%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on Nvidia. Longest episodes first.
Bullish 76
- Compute scarcity and rising GPU prices support demand for its hardware.Recursive's $670M Bet on Self-Improving AI, Sonnet 5.5 Hits 70%, Elon Co-Leads Pentagon Push | EP #299 · Moonshots with Peter Diamandis · Oct 3
- Vera CPUs and Vera Rubin racks enable high agent packing density for cloud customers.ThursdAI - Oct 1 - OpenAI joins the assistant race, CoreWeave drops serverless GPUs & more · ThursdAI - The top AI news from the past week · Oct 2
- Huang presents Nvidia chips as central to all AI labs, though the host sees self-interested framing.Jensen Huang Takes the Stand · Destiny · Oct 3
- Huang argues AI safety is solvable engineering, and Nvidia gained after the interview.#243: GPT-6 Sol and Luna, Opus 5.5, the New Microsoft Copilot, Jensen Huang vs. AI Doomers & Introducing AI Score · The Artificial Intelligence Show · Sep 29
- Huang presents the company as a durable, consequential platform with a strong culture and long-term growth.Jensen Huang: Founder and CEO of NVIDIA · A Bit Personal with Jodi Shelton · Oct 4
- Seen as winning if powerful open models run on widely owned GPUs.Uneasy Money: The $388M Bitget Hack Started With a Security Vendor · Unchained · Oct 1
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- Jensen Huang's participation and the AI infrastructure build-out are seen as central to growth.Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions · All-In Podcast · Oct 2
- Guidance far above street expectations, yet the stock stalled and its multiple collapsed.How AI Could Take Bitcoin to $1 Million | Jordi Visser · What Bitcoin Did · Sep 30
- Added $150 billion to buyback authorization and held up while the broader tech sector fell.Wreck Of The Tech | Frank Cappelleri, CappThesis | Sep 28, 2026 · PreMarket Prep · Sep 28
- Its open agent safety platform positions it as a hardware layer for AI safety and more chip demand.The Proactive AI Agent Race is On · AI Inside · Oct 1
- Supplies the Blackwell GPUs and NemoClaw software powering the local agentic AI systems discussed.1031: Tokenomics: Why Your Agentic AI Bill Is Exploding (and How to Fix It), with Tyler Cox and Ish Shah · Super Data Science: ML & AI Podcast with Jon Krohn · Sep 29
- Strong earnings growth, big buyback, and a technical breakout setup.Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT? · The Compound and Friends · Sep 29
- Full-stack integration, Vera Rubin platform and security tools make it the best value per token.Token Bill Dwarfs CPU Bill | Ben Pouladian on Meta's Muse, Anthropic S1, and Why All Roads Still Lead to NVIDIA · Monetary Matters with Jack Farley · Sep 30
- Strong free cash flow and large buyback capacity make it a preferred AI holding for hosts.Micron CRUSHES Earnings But The Market Doesn't Care, Trump Gets $2T In One Room | Basis Points · Basis Points · Oct 3
- Gross margins have risen sharply, reflecting strong pricing power in AI chips.The $1 Trillion AI Spending Boom & the Race to Make It Profitable with Braden Dennis · The Canadian Investor · Oct 3
- Jensen Huang's pushback against shutting AI labs is presented favorably.'Real Time' Crowd Stunned as Bill Maher Gives His Unexpected Take on Crime · The Rubin Report · Sep 28
- Vera Rubin shows about 3x inference gains over GB300 in key interactivity ranges.Ep. 034 - Engrams: How DeepSeek Offloads KV Cache to DRAM and SSD (Core Research) | Jordan Nanos, Cam Quilici, Alec Ibarra, Bryan Shan · SemiAnalysis Weekly · Oct 2
- Key long-term partner supplying the GPUs that drive Crusoe's compute business.20VC: The Future of Datacentres: What You Need to Know | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist with Chase Lochmiller · 20VC · Oct 3
- Key GPU supplier whose chips remain valuable and in short supply.20VC: The Future of Datacentres: What You Need to Know | Why Everyone Gets GPU Depreciation and AI's Energy Costs Wrong | Who Really Makes Money From AI & Why Most Moats Don't Exist with Chase Lochmiller · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 3
- Secured memory supply better than rivals and is seen gaining share as accelerator makers struggle.Payrolls Rose 29,000. Micron Guided $61.5B. AMD Bought World Labs. | Ep 59 · Futurum Equities Podcast · Oct 2
- Large buyback and dividend increase signal confidence in its business plan and cheap valuation.The oil and AI tug-of-war · Market Hang · Sep 30
- Launching new safety platform and announcing share buyback; Huang sees strong cash generation ahead.Jensen Huang on AI Safety & Bob Chapek on His Disney Ouster 9/28/26 · Squawk Pod · Sep 28
- Discrete GPUs remain the best performers for local inference, and Nvidia has strong support.E24 Practical Local LLMs: Hardware, Tools, and Trade-offs · Embedded AI Podcast · Oct 2
- Jensen Huang framed AI innovation and safety as compatible at the White House event.Yields Spike As Consumer Confidence Drops… And Altman Weighs In On AI Pacing 9/29/26 · CNBC's "Fast Money" · Sep 29
- Strong free cash flow and an insurance idea to hedge AI chip financing risk support the outlook.Sam Altman Live at OpenAI Dev Day 9/29/26 · Halftime Report · Sep 29
- Mentioned as hitting new highs alongside AI infrastructure rally.Jobs Report Reaction, Grok Bot Opportunity, Congress & College Sports 10/2/26 · Power Lunch · Oct 2
- Record $150 billion buyback and strong growth outlook; shares near all-time high.Rates Keep Rising… And The Quiet Playbook For A Noisy Market 9/28/26 · CNBC's "Fast Money" · Sep 28
- Jensen Huang lobbies against slowdowns and export limits to keep selling chips and its ecosystem globally.Trump Says AI's Only Guardrail Is a "High IQ President" · Pretrained · Oct 1
- Visser expects its revenue growth to continue, with compute demand unaffected by rates.Is Bitcoin About to Shock Everyone in Q4? | Jordi Visser · The Pomp Podcast · Oct 3
- Partnerships with MediaTek, D-Matrix and Hugging Face acquisition expand its ecosystem reach.Silicon Futures for September 2026 - Snapdragon Summit, the Bank of NVIDIA, Hugging Face, High-NA · The neXt Curve reThink Podcast · Oct 3
- Shares hit a record high and options flow was heavily bullish, nearing a $6 trillion market cap.10AM Hour: G7 To Release 100M Barrels of Oil, Nike Goes off Track, Goldman’s First Reaction to Jobs Report 10/2/26 · Squawk on the Street · Oct 2
- Additional $150B buyback and security software; analyst sees it at center of AI trade.11AM Hour: Renaissance Macro's Neil Dutta, Nvidia Shares Pop & SpaceX's Historic Launch 9/28/26 · Squawk on the Street · Sep 28
- Announced a $150 billion share buyback, the largest in US corporate history.Bond Market Turning Point: Why Jim Bianco Just Flipped After 5 Years · The David Lin Report · Sep 29
- Builds open models, Cosmos world models and physical AI platforms to drive demand for its computing hardware.Open models and the future of Physical AI with NVIDIA · Practical AI · Oct 1
- Its GPUs drive high bandwidth memory demand and it introduced context memory storage.#50 - How the Memory Market Shapes AI, the US-China Chip Race, and the Memory Cycle with Vis Valluri of SK hynix · Passion Play Profit · Sep 30
- Vera Rubin platform rollout supports its AI hardware leadership.9AM HOUR: White House AI Summit Aftermath, PCE Inflation Gauge Holds Steady, CoreWeave CEO "First on CNBC" 9/30/26 · Squawk on the Street · Sep 30
- Record $150B buyback boost and heavy AI leadership support the stock's outlook.9AM HOUR: Nvidia Adds $150B to Stock Buyback; Oil Prices and Yields Surge; MongoDB CEO Leaves for Meta 9/28/26 · Squawk on the Street · Sep 28
- Record $150B buyback signals management sees the shares as undervalued given rising profits.The Weekly: Women do the work, but men have the power · The Curve · Oct 4
- Buyback plans and strong position in the AI build-out.9AM HOUR: Anthropic's IPO Prospectus, AI Summit at the White House, Oura Postpones IPO 9/29/26 · Squawk on the Street · Sep 29
- Revenue growth above 100% cited, though heavily concentrated in a few customers.What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77 · The Real Eisman Playbook · Sep 28
- Launched safety platform and open-model initiatives strengthening its ecosystem and influence.Jensen Huang's Rogue AI Shield, Zuckerberg's Cloud Play, Tesla Optimus Scale-Up Snags · The Information's TITV · Sep 28
- Record high, strong growth outlook, and panelists see it as cheap.Nasdaq Hits Record After Soft Jobs Report… And The Fed’s Next Move After Jobs Report 10/2/26 · CNBC's "Fast Money" · Oct 2
- Record $150 billion buyback and falling valuation support the stock's outlook.Nvidia’s Security Push, Consumer Conundrum, and the Diesel Divide 9/28/26 · The Exchange · Sep 28
- Hit an all-time high while its forward P/E compressed to about 17 on rising earnings.Closing Bell Overtime: Nvidia hits all-time high 10/2/26 · Closing Bell · Oct 2
- Morgan Stanley reaffirmed it as top pick; stock hit new all-time high.9AM HOUR: Stocks Rally and Yields Fall on Jobs Report, Tesla Delivers, Nike Tumbles 10/2/26 · Squawk on the Street · Oct 2
- Announced $150B buyback increase and AI agent safety platform, seen as supportive.10AM Hour: Nvidia’s $150B Buyback, Mortgage Rate Outlook, Meta Pulls Back 9/28/26 · Squawk on the Street · Sep 28
- Ives calls Jensen Huang the adult in the room and sees chip demand far exceeding supply.The AI Boom Is Bigger Than Anyone Thinks | Dan Ives · The Pomp Podcast · Oct 1
- Margins above 70% and analyst earnings expectations rising despite flat price; seen as undervalued.Is AI an opportunity or a threat? · MoneyWeek Talks · Sep 30
- Record buyback and cheap valuation despite cycle and competition worries.Wall Street Veteran: The Bond Sell-Off Is A Buying Opportunity · Prof G Markets · Sep 29
- Speaker praises NVIDIA's culture, ecosystem and leadership, though he left.S4 EP8 - Why I Left NVIDIA for Mistral · The Neil Ashton Podcast · Oct 4
- Drove the shift to silicon photonics and invested heavily in optics suppliers.The $10T AI Buildout Has a Photonics Problem · Sourcery · Sep 30
- Jensen Huang's chips improve compute per watt, supporting AI scale and economic output.AI Execs Sign Joint Commitment, Converting Watts to GDP, the Model Consciousness Debate | Diet TBPN · TBPN · Sep 30
- Released an open-source agent containment framework with major partners, viewed as good work.OpenAI Pauses Training Again After More Agent Alignment Issues - DTNS 5362 · Daily Tech News Show · Sep 28
- Strong quarter, record buyback and expected over 100% growth next year.Jensen Huang's biggest Q3 moves, Rubrik CEO talks tech & cybersecurity · Sozzi Unleashed · Sep 30
- Launched an open agent safety framework with independent monitoring of agent behavior.OpenAI, Meta and Microsoft Race to Put AI to Work Inside Your Organization · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Oct 3
- Made a two billion dollar investment in Synopsys and partners on Omniverse.Drill Down Insider #23: Synopsys (SNPS:NASDAQ) CFO Shelagh Glaser · The Drill Down · Oct 1
- Generating huge cash flow and announcing a record buyback while investing across the AI supply chain.Nvidia's record-breaking stock buyback · Marketplace · Sep 28
- Generating large cash flow to fund a record buyback and ecosystem investments.Nvidia's record-breaking stock buyback · Marketplace All-in-One · Sep 28
- Announced a $150 billion buyback that supported the stock on a negative day.Stress levels are rising if still not flashing red. · Saxo Market Call · Sep 29
- Record $150 billion buyback and AI leadership, though shares showed limited reaction.Micron Earnings, Nvidia Moves, Meta Goes Poaching, Strait of Hormuz Updates: TWSS 45 - 9.28.2026 · Sift Stack · Sep 29
- Pai sees it as having the best moat in the AI stack at the cheapest multiples.Money and Me: Is the AI Sell-Off a Buying Opportunity Now? Plus Costco and Nike · Live Well ft. Lance Alexander · Oct 1
- Pai rates Nvidia as having the strongest moat in the AI stack and cheapest multiples.Money and Me: Is the AI Sell-Off a Buying Opportunity Now? Plus Costco and Nike · Money and Me · Oct 1
- Launched an open agent safety platform with broad partner collaborations, extending its AI infrastructure reach.Starship Reaches Orbit For The First Time · Tech Brew Ride Home · Sep 28
- Largest-ever buyback authorization and record sales support shareholder returns.Meta Poaches A Rival CEO & Costco’s Membership Problem · Brew Markets · Sep 28
- Major buyback expansion and large expected free cash flow support shareholder returns.Ep. 197 - Price of Money · The Investor Professor Podcast · Sep 28
- Holds a $3.4B AI cloud contract with IREN and powers the workloads cited.Episode 120 - Microsoft + Nvidia Contracts… So Why Did IREN Collapse? · Personal Finance Cat · Oct 4
- Announced a $150 billion share buyback, a major positive signal for shareholders.FogCutter Live Episode #67 - Rates Rising Again? What It Could Mean for Earnings & the Market · FogCutter Live · Sep 29
- Launched OpenShell with industry partners, positioning itself as a safety leader.Pentagon Supply Chain Risk Ban Upheld · The AI Engineer Podcast · Sep 29
- Announced a massive stock buyback and was the most active options name that day.The Hot Options Report: 09-28-2026 · The Options Insider Radio Network · Sep 29
- Hit an all-time high, lifting the semiconductor rally.AI Daily Briefing — Sunday, October 4, 2026 · My Daily AI & Markets Briefing · Oct 4
- Its AI technology enhances Siemens tools and it hosts IonQ's quantum deployment.Bank of America gets serious about IonQ’s Quantum Computing, CaretEDA goes the Agentic AI route at Semicon India 2026, Apple’s Tim Cook to receive the Robert Noyce Award, Siemens and TSMC leverage AI together, and LatticeSpec’s Synthetic Diamonds shi · Silicon Bridge · Oct 3
- Morgan Stanley's top pick, citing diversified customers and strong margins.Morgan Stanley Backs NVDA as Top Pick, Crude Oil & Yields Cool · Schwab Network · Oct 2
- Board approved a $150 billion buyback increase, lifting total authorization to $235 billion.Regulators Delay Approval for Boeing’s 737 MAX 10 · WSJ What’s News · Sep 28
- Hit a new all-time high intraday and rallied, with heavy options volume.The Hot Options Report: 10-02-2026 · The Options Insider Radio Network · Oct 2
- Acquired Hugging Face for $12.9B and launched Isaac ROS 5.0 for physical AI.September 2026 Robotics Recap · Robotics 24/7 Podcast · Sep 30
- Record $150B buyback authorization lifted its shares about 3% and it closed the week up 4%.What’s News in Markets: Nvidia’s Big Buyback, Cruise Comeback, Egg Glut · WSJ Your Money Briefing · Oct 3
Bearish 8
- Guest criticizes buybacks at a high P/E while the company vendor-finances its own customers."If Our Entire Economy Depends On Data Centers, We Are F*cked" | Dave Collum · BTC Sessions · Sep 29
- Host alleges circular financing tactics booking loans to customers as sales.Wed Episode #2362: COVID Bonuses Rewarded Diagnosis, Ventilation and Death · The REAL David Knight Show · Sep 30
- Accused of squeezing board partners through allocation and bundled pricing.Witcher 3 Remastered, Gears E-Day, Ray Tracing Weirdness, Nvidia Upset EVGA · The Hardware Unboxed Podcast · Oct 2
- Jensen Huang's dismissive comments on AI safety draw host criticism.Impeach Pete Hegseth? · Pod Save America · Sep 29
- Hosts mock CEO Jensen Huang's claim that AI must cause pain and suffering before helping climate.Morally binding agreements, CEO pay manufacture, and Vanguard’s ESG policy · Business Pants · Oct 2
- Warren says its chip sales to China undercut US export control goals.Tech in DC: SEC Chair Atkins, Speaker Johnson & Senator Warren 9/29/26 · Squawk Pod · Sep 29
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- Jensen Huang's argument for selling chips to China is criticized as misreading Chinese self-reliance goals.The great US-China superpower rivalry, with Elizabeth Economy · GZERO World with Ian Bremmer · Oct 3
- Burry questions the accounting and value of its GPUs compared with past leasing bubbles.Nvidia Bubble; Nike Effect; Gold Prices; IBM Outlook; Broadcom Financing; Anthropic IPO; Blair Picks; United Status; Eurozone Inflation · The Daily Business & Finance Show · Oct 2
Mixed 52
- Jensen pushes open source and power build-out; Pope criticizes his safety stance.White House AI Accord, Model Welfare, Ken Griffindor School of Market Wizardry | Ali Golshan, Mike Intrator, Vlad Tenev, Pari Singh, Minna Song, Dev Ittycheria, Daragh Murphy, Noah Friedman · TBPN · Sep 30
- Its Cloud Leptin ambitions and CUDA moat were discussed alongside tension with neoclouds.Factory-Cognition Drama, Instinct's Shopping Push, Gemini 4 Argon | Will Bruey, Christophe Beck, Hassaan Raza, Connor Renton · TBPN · Oct 1
- Jensen Huang's AI safety approach is praised, though his firm benefits from the AI buildout.$2 Trillion AI IPO Mania, Death Penalty Debates, and America.gov’s Bold Play | The Tom Bilyeu Show · Tom Bilyeu's Impact Theory · Sep 30
- Trades at a modest multiple, but Jensen Huang's policy comments drew criticism.Is Gen Z Completely Cooked? With Ed Elson · The Compound and Friends · Oct 2
- Huang's optimism and new agent safety platform benefit Nvidia's compute sales, though safety claims are doubted.332 | Bill Gates: “Letting AI Companies Self-Regulate Is Insane", the White House does it Anyway. 20 Announcements on OpenAI Dev Day + Gemini 4, Sonnet 5.5 and Muse for business Launches and More Important AI News for the Week Ending October 2, 2026 · Leveraging AI · Oct 3
- Record $150B buyback and tax avoidance raise questions about its circular AI financing.9/30/26: Trump Sham AI Deal, Nvidia Stock Buyback, Flight To Israel Hijacked, Minab School Bombing Horrors · Breaking Points with Krystal and Saagar · Sep 30
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- Forward P/E has fallen sharply, but hosts question earnings certainty and circular deals.Investors Are Turning Against Data Centers (Here's Why) · Prof G Markets · Sep 28
- GPU price increases are noted, but the AI cycle is judged vulnerable.Episode with Snek on Bond & rest of finance market · China Tech Talk · Oct 3
- Faces a new competitor, though the hosts note it may ease antitrust pressure.What Does AMD Want With Dr. Fei Fei Li and World Labs? · The Daily AI Show · Sep 29
- Central to AI chip demand, but its customers' returns on GPU spending remain uncertain.#142 - Todd Ahlsten: AI, Moats, and Quality · Insightful Investor · Sep 29
- Chinese labs want its chips but state policy pushes toward Huawei alternatives.Lawfare Daily: The Trump-Xi Summit and U.S.-China AI Competition · The Lawfare Podcast: Patreon Edition · Oct 2
- Chinese labs want its chips, but Huawei competes for domestic indigenization demand.Lawfare Daily: The Trump-Xi Summit and U.S.-China AI Competition · The Lawfare Podcast · Oct 2
- Record buyback and new agent-monitoring tool, but hosts question why it buys back stock.Nvidia’s AI Guardrails, Big Tech’s White House Visits, and Elon’s Voter Data Grab · Pivot · Sep 29
- Mullencamp says valuation depends on whether its current earnings boom persists long term.Asbury Research's Kosar: This 'great market' is built on 'tenuous' footing · Money Life with Chuck Jaffe · Sep 29
- Strong performance heritage but facing cost pressure from China and custom silicon challengers.Gaming Chip Pioneer Raja Koduri on China's AI Cost Advantage and Moving Beyond the GPU · TechSurge: Deep Tech Podcast · Sep 29
- Losing relative momentum to AMD, though hosts see it as having significant room to grow.Meta's Muse Moment, AMD's Trillion-Dollar Milestone, and the Agent-Driven CPU Rally · The Six Five with Patrick Moorhead and Daniel Newman · Sep 28
- Part of the AI trade that drives index concentration, exposed to bubble risk and rate sensitivity.Michael Hartnett: I coined “Mag7” - Here’s What Ends Their Run · The Master Investor Podcast with Wilfred Frost · Sep 28
- Dominant GPU supplier, but hosts note its off-balance-sheet investing and kingmaking raises concerns.Everyone Is Watching AI While Crypto’s Bull Market Builds | Weekly Roundup · Empire · Oct 2
- Mentioned as racing to release successive chips ahead of competitors, a pace hard to track for investors.Ed Yardeni Still Sees S&P 10,000 by 2029. So Why Is He Getting More Cautious? · Excess Returns · Oct 4
- Central to the AI trade, so exposed to any breakdown in AI spending narrative.Anthropic’s IPO Leak, OpenAI’s Dots vs. Meta’s Muse, Visual Turing Test · Big Technology Podcast · Oct 2
- Jensen Huang's call for open collaboration is seen as self-serving for GPU demand.#37 OpenAI/ Hugging Face Post-Mortem (AI doomerism or Marketing?) · Dev and Doc: AI For Healthcare Podcast · Sep 30
- Strong growth and buybacks, but Huawei competition and wide earnings estimates add risk.October 2nd, 2026| AI Credit Card Spending, Office Real Estate Opportunities, The Fed’s Tough Decision, Huawei vs Nvidia, Nasdaq’s Hidden Market Weakness, Municipal Bonds Aren’t Tax-Free & More · Smart Investing with Brent & Chase Wilsey · Oct 2
- Described as systemically important, too dangerous to fail, raising questions about tech firms' responsibility.Mohamed El-Erian: America Is Exporting Its Debt Crisis · One Decision · Oct 1
- Jensen Huang announced a symbolic-style safety system, seen as validating neurosymbolic approaches.Skeptic vs. ‘Doomer’: How Scared Should We Be of Rogue AI? · Quillette Podcast · Oct 1
- Record buyback supports shareholders, but stock has been flat and faces competition.Nvidia’s Record Buyback, SpaceX Starship Rocket, Graco CEO Interview 9/28/26 · Power Lunch · Sep 28
- Vera Rubin chips are being deployed, while export controls limit Chinese access.Inside China’s Gray Market for Anthropic, Cracks Emerge in AI’s Data Center Financing · The Information's TITV · Oct 2
- Dominant chip supplier with strong margins, but valuation and circular financing raise questions.Record Highs, 5% Yields... Something Has To Give w/ “The Big Short” Crew & Robinhood’s Steph Guild · RiskReversal Pod · Oct 2
- Growing market share but possibly reducing HBM per GPU via SRAM and Groq.Micron: 'We Are Absolutely in a Bubble' · The Deep End: Stock and Earnings Analysis from Futurum Equities · Sep 28
- Jensen Huang argued AI safety is an engineering problem and pushed for open models; chip-monitoring tech discussed.A White House Accord with AI’s Leaders 9/30/26 · Squawk Pod · Sep 30
- Mentioned as party to backstop arrangements supporting OpenAI mega data center deals.How Utah locals fought Kevin O'Leary's AI data center · Decoder with Nilay Patel · Oct 1
- Licensed Grok for about $20 billion, a large exit that shows strategic acquirers paying well.E435: Why Most Companies Aren’t Ready for AI · How I Invest with David Weisburd · Sep 28
- Discussed as originator of the premium inference concept, but its bleeding-edge hardware needs more power and cooling.The Right Chip for the Right Workload: How Inference Speed Shapes the AI Agent Era · Disambiguation · Sep 30
- Dominant platform, but its multi-chip systems and kin face growing custom-silicon competition.The Future of Frontier Model Architectures with Walter Goodwin, Fractile Founder and CEO · No Priors · Oct 2
- Dominant incumbent whose multi-chip systems set the bar, though challengers see openings.The Future of Frontier Model Architectures with Walter Goodwin, Fractile Founder and CEO · No Priors: Artificial Intelligence | Technology | Startups · Oct 2
- Earnings and margins strong, but the stock has stalled without buybacks.Top Investment Strategist: These trades WIN the AI bull market! · Full Signal · Sep 29
- Faces Chinese chip competition and export limits, though it remains the central AI chip supplier.Kevin Carter says China is now favored to win the AI race outright — and he built two ETFs around that bet · Crypto Coin Show · Sep 28
- Lepton plan evolved into a unified platform, which keeps Nvidia's CUDA moat but reduces its aggressive cloud ambitions.Nvidia’s Cloud Strategy Evolves, Factory-Cognition Drama, Instinct Pushes Into Shopping | Diet TBPN · TBPN · Oct 1
- Cited as a leading AI stock whose valuation has risen sharply, with returns uncertain.AI, Financial Markets, and the Economy · Knowledge at Wharton · Sep 28
- Possible renewed China sales of RTX Pro cards are uncertain given Beijing's push for domestic chips.#39 - An OpenAI Agent Walked Into Australia's Government Systems. Nobody Told Them for Three Months · AI Neanderthal by Malcolm Werchota · Sep 29
- Dominant in text training but facing AMD's push into physical AI hardware.[AI DAILY NEWS RUNDOWN] OpenAI B Valuation & GPT-6 Astra, FTC Strict Agent Liability, AMD .2B World Labs, & Google EU Appeal (Sept 30, 2026) · Android iOs & AI Unleashed - Exploring Cutting-Edge AI Trends in the Mobile World (English & French) · Sep 30
- CUDA moat is leaking, but Jensen's interconnect acquisitions and reinvention keep it strong.Jensen Huang's Moat Is Dead. But He Has A Plan · Marketing School - Digital Marketing and Online Marketing Tips · Sep 29
- Strong growth and a huge buyback, but valuation and spending cyclicality create downside risk.Nvidia's hardware wall for autonomous agents · Elon Musk Podcast · Sep 29
- Early AI winner, but ARK shifted exposure toward other AI names.How to Lead in a Fast Changing World | Cathie Wood's Advice in 17 Minutes · Evan Carmichael - Believe: Unlocking Your True Potential · Oct 4
- Dominant AI chip leader with lower valuation, though AMD is gaining share from it.Episode 104 | Can AMD Gain Ground on Nvidia? · Market News with Rodney Lake · Oct 1
- Benefits from AI hardware demand, but exposed if the AI bubble bursts.Did the Stock Market Already Peak? Watch What Happens Next · Rethinking the Dollar · Sep 30
- Central to circular financing deals with AI data center firms, raising concerns about vendor financing.Where's the Cash? · The Capital Cycle Podcast · Sep 30
- Named in tariff scope for re-exported AI chips, yet still essential for large model training.Rewind 16 – RAMmageddon Part 2: The Geopolitical Escalation · RAMmageddon – DigitalWasteland · Oct 2
- Leads the agent safety consortium but faces China export controls and lobbying concerns.The Stack — September 30, 2026 · The Stack · Sep 30
- Export restrictions and a 15% government revenue cut offset pledged US AI server investment.All-In: How AI Power Chooses Sides in US Politics · Dan's AI Intel · Sep 30
- Record buyback signals confidence, but hosts question whether AI revenue is sustainable.Nvidia’s $235 Billion Bet: Confidence or AI Bubble Warning? · The Secret War on Cash · Oct 1
- Invests $1.5 billion and provides credit support, backstopping the landlord for the customer's data center.Senate Permitting Deal Hands Data Centers the Full Grid Bill; OpenAI Signs for 8 GW in Pike County — October 04, 2026 · The Data Center Daily · Oct 4
- A $150B buyback reassures, but its credit spreads widened and its leadership drives market direction.Biz Report: Hollow at the Highs, the AI Debt Balloon, and the Shift to Value · The Business Report with Ryan Huang and Chua Tian Tian · Sep 29
Neutral 45
- Credited with making ultrafast inference work, discussed factually.BYOCompute, Pope Destroys False Idol, Ben Affleck's White Pill | Joe Gebbia, Molly Fowler, Tom Dotan, Pim de Witte, Greg Castle · TBPN · Oct 2
- Competes with AMD while also making large AI acquisitions and commitments.Instinct’s $10B | The Pope & Jensen Huang | ElevenLabs CEO In Person | Top 100 TV Shows · etn. · Sep 29
- Jensen Huang is named as one of the accord's signatories.THE PROPHECY NEWS PODCAST: Donald Trump Rebrands AI By Launching The Super Intelligence Accord · NTEB BIBLE RADIO: Rightly Dividing · Sep 30
- Released an open agent safety platform, though commentary says it addresses only part of the problem.AI #188: Gemini Dot Argon · Don't Worry About the Vase Podcast · Oct 1
- Mentioned in the Jevons paradox discussion, where efficiency gains led to renewed GPU demand."The Senior Engineer Death Spiral" - Ep 06 · The Next Token · Sep 28
- Referenced only as the source of GPUs used in space compute designs.Why Elon Outcompetes Everyone | Casey Handmer, Terraform Industries · Relentless · Sep 30
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- Referenced as a company that struggled for years before its fast growth.Turning AI Tokens Into ROI (That You Can Measure) | CEO @ Paid, Manny Medina · Topline · Oct 4
- Cited as the poster child for the AI trade trading at 16 times forward earnings.Will Higher Rates Kill the Stock Market? (EP. 484) · Animal Spirits · Sep 30
- Named as a major player pushing open-weight models and capacity.Ep 164: Inside Anthropic with Sholto Douglas & Nicholas Marwell — AGI, Optimism vs Risks, Regulatory Capture, Open Source & More! · Joe Lonsdale: American Optimist · Oct 2
- Open models and DGX Spark hardware are cited as enabling local inference.Why AI Makes Games Worse—and How to Make Them Better · The Data Exchange with Ben Lorica · Oct 1
- Its chips are the collateral in Amazon's proposed off-balance-sheet financing structure.September saw gain of only 29K jobs, Nike turnaround put into question as sales slip · The 8:30 · Oct 2
- Its experts praised the VVAH approach as a way for defenders to get ahead.How Visa Secures Trillions Using AI Agents & Open-Source Harnesses · AI Security Podcast · Oct 2
- Mentioned only as a possible funding source for Anthropic.October 2, 2026 – Magnus Financial Group Ron Deutsch and Tough Enough Matt Hunter · School for Startups Radio · Oct 2
- Mentioned as origin of CUDA and GPU history, not as an investment call.AI Just Exposed This Firm's HR Secrets — Here's How to Avoid It with John O'Connell of The Oasis Group · Modern Financial Advisor · Oct 1
- Jensen Huang was among executives who questioned Amodei about his public risk warnings.AI Agents with Airbnb CEO Brian Chesky & Walter Isaacson 10/1/26 · Squawk Pod · Oct 1
- Used as a comparison for how mainstream investors approach AI-linked assets.How Billion-Dollar Funds Actually Invest In Crypto | Bitwise CEO Hunter Horsley · The Wolf Of All Streets · Oct 4
- Named as one of three leading automotive computing competitors in China.Horizon Robotics CEO: Car Chips, Mind-Off Driving and China's Speed · In Good Company with Nicolai Tangen · Sep 30
- Jensen Huang seated beside the president at the White House AI lunch.OpenAI’s Dev Day and A Shift for College Sports? 9/29/26 · The Exchange · Sep 29
- Discussed as a comparison point for AMD's software moat and M&A moves.Inside Oura’s IPO Postpone, Anthropic’s AI Discount Cuts, Anthropic Launches Claude Sonnet 5.5 · The Information's TITV · Sep 29
- Mentioned only in passing regarding AI server economics and GPUs.Shuhei Yoshida on the future of gaming · The Vergecast · Sep 28
- Discussed as the chip supplier behind many AI deals.9AM HOUR: Playbook for Q4 and October, Micron CEO Exclusive, Bond Sell-off Accelerates 10/1/26 · Squawk on the Street · Oct 1
- Jensen Huang announced an AI safety platform and a large buyback.Trump Meets Anthropic CEO; Rejects Iran’s Latest Offer · Balance of Power · Sep 28
- Jensen Huang's comments on AI doom were discussed, with no direct investment call.Built Between Bedtimes – Episode 42: The Chip King, the Containment Breach, and the Price Point That's Killing Flippers · Built Between Bedtimes · Oct 2
- Mentioned as a chip supplier central to the AI compute build-out.The Bridge Ep. 23: Can AI Deliver Returns, Not Just Hype? · The Bridge by iCapital · Sep 30
- Jensen Huang attended the White House meeting focused on AI buildout.A Wild Day of AI Developments 9/29/26 · Closing Bell · Sep 29
- Panelist company promoting efficiency, liquid cooling and grid flexibility tools.NVIDIA on Whether AI Can Fix Its Own Power Problem | Recorded Live at Climate Week NYC · Energy Empire · Oct 2
- Jensen Huang attended the White House AI signing event; no direct investment call made.Trump hails 'morally binding' AI deal · Squawk Box Europe Express · Sep 29
- Its 800-volt DC data center architecture is cited as shaping on-site power design.The rush for clean, on-site power [partner content] · Catalyst with Shayle Kann · Sep 28
- Jensen Huang signed the AI self-regulation accord.AI bosses sign self-regulation accord · Global News Podcast · Sep 30
- Jensen Huang's safety claims, record buyback and pay are mocked as comedy material.Jensen Huang wants you to hate him like other tech bros · Business Pants · Sep 28
- Referenced only indirectly through the broader AI trade and semiconductors.Low Conviction, High Crosscurrents — With Danny Kirsch · What's Next For Markets · Oct 4
- Discussed as the standard GPU platform for cloud models, contrasted with mobile chips.Your phone is AI’s newest hardware · The Stack Overflow Podcast · Sep 29
- Named as the target of AMD's AI accelerator challenge.How Lisa Su Turned a Dying AMD Into a $1 Trillion Giant | China Insights · China Insights · Oct 1
- Not heavily discussed; referenced only indirectly through chips and inference costs.Alphabet's Chairman: LLM’s Aren't the Endgame · Agents Of Tech · Oct 2
- Its open Nemotron models were the base for CrowdStrike's security models.How AI changes cybersecurity's balance of power · The Deep View: Conversations · Sep 30
- Referenced via Jensen's copper-where-you-can quote; a customer context rather than a focus.Scaling AI with Wide, Parallel Interconnects · AI with Sally Ward-Foxton · Oct 2
- Crosswire — October 01, 2026 · Crosswire · Oct 1
- Mentioned as a comparison point for Micron's profit scale and market valuation.Burnham declares end of Thatcherism. Micron earnings on tap. · Saxo Market Call · Sep 30
- Shield TV Pro price increase and a smuggling arrest tied to chip export enforcement.The Stack — October 03, 2026 · The Stack · Oct 3
- Jensen Huang attended the summit; discussed only as a participant.Readback: I stumbled into a surprise Trump news conference · The Daily Punch · Oct 3
- Designs the most advanced AI chips at the top of the value chain.Friday Wrap-Up: The Humanoid Robotics Race and What You Should Be Reading · In Good Company with Nicolai Tangen · Oct 2
- Named in the Pope's criticism over AI guardrails and regulation views.OpenAI connects the Dots · Platformer · Sep 30
- Jensen Huang was highlighted at the state dinner, with no direct investment call.Washington Weekly Podcast: UN General Assembly, US-China summit · UBS On-Air: Market Moves · Sep 28
- Compared with Micron's cash position.CNBC Investing Club: Cramer’s Morning Take on Micron 10/1/26 · Squawk on the Street · Oct 1
- Near its high but flattish; must break out to attract new buyers.CNBC Investing Club: Cramer’s Morning Take on Micron 9/30/26 · Squawk on the Street · Sep 30
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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