Company
Nvidia
- Episodes
- 168
- Share
- 16%
- Shows
- 133
- Net sentiment
- +0.20
Down from 17% of episodes in the weeks before; net sentiment was +0.43.
Bullish 48Mixed 65Neutral 34Bearish 21
4 weeks
Share of each week's episodes naming it, and net sentiment.
0%5%10%15%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes that named it
Why each one was bullish, bearish or in between on Nvidia. Longest episodes first.
Bullish 48
- Huang describes rising market share, growing order books, and expanding software and offtake business models.Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more · BG2 (Gurley + Gerstner) · Oct 15
- Huang says demand exceeds supply, market share is rising, and new software and financing revenue streams are emerging.Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more · BG2Pod with Brad Gerstner and Bill Gurley · Oct 15
- Trading at modest earnings multiple with strong demand for compute, per Visser.Bitcoin and AI with Jordi Visser · Galaxy Brains · Oct 15
- Reported reflection deal would strengthen its open-model position against closed model companies.20VC: The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 15
- Reported Reflection deal would deepen its open-model software and hardware position.20VC: The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation · 20VC · Oct 15
- Central to AI compute demand that Visser expects to keep growing for years.Jordi Visser: Why the AI Economy Needs Crypto Rails · Less Noise, More Signal · Oct 14
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- Record highs and strong execution, though hosts see valuation risk from market sensitivity.Windows Goes Hybrid, Marvell's $90B Target, and the AI Routing Race | The Six Five Pod Ep. 323 · The Six Five with Patrick Moorhead and Daniel Newman · Oct 12
- Their cluster is built on Nvidia GPUs suited to reinforcement learning.David Silver and Lasse Espeholt of Ineffable Intelligence: A Superlearner for the Age of Experience · Training Data · Oct 13
- Early AI supercomputer delivery is presented as a sign of foresight in AI computing.Why It Has To Be Elon Musk? · Deep Values · Oct 18
- Central AI chip supplier, with Jensen Huang defending the AI spending cycle.The AI Trade in Focus: Altimeter's Brad Gerstner joins "Halftime Report" live in San Francisco 10/15/26 · Halftime Report · Oct 15
- Jensen Huang's views on AI demand and revenue sources are cited as credible.Is Bitcoin Ready To Rip While Wall Street Breaks? | Jordi Visser · The Pomp Podcast · Oct 17
- Jensen Huang defended CoreWeave and AI safety stance, supporting sentiment.Closing Bell: 10/15/26 · Closing Bell · Oct 15
- Dominant AI chip maker; its decade-long bet on GPU computing and CUDA is described as vindicated.One man could slow down AI. He won’t. Why? · Search Engine · Oct 16
- Mentioned as pushing its Nemotron open models, a participant in the open-model trend.Stop Renting Generic Intelligence with Oumi CEO Manos Koukoumidis · Talking AI · Oct 13
- Atlassian has a deep partnership and uses its open Nemotron models in production.20VC: Atlassian CEO on Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models | Why The Jury Is Still Out On The Benefits of Specialised Models with Mike Cannon-Brookes · 20VC · Oct 12
- Partnered on local portable computer and reportedly weighing an investment at over $30 billion valuation.Perplexity CEO: SMBs Could Drive the Next Economic Boom · Sourcery · Oct 12
- Blackwell and B300 servers are the most in-demand compute, sold out with long lead times.Why Nvidia's GPUs Sell Out In Hours w/ Hyperbolic · Blockspace: AI News · Oct 18
- Guest's long-held core compute bet; cites strong appreciation over the past year.The ONE Thing That Could Stop the AI Boom And Why He's Still Bullish ｜ EP95｜Alex Lee｜Bonnie Blockchain · Bonnie Blockchain · Oct 17
- Hosts cite strong demand and sold-out capacity supporting long-term AI infrastructure spending.AI Stocks Are Crashing… So Why Is Demand SOLD OUT Until 2029? · Milk Road Stocks · Oct 14
- Acquiring Hugging Face to strengthen its position across the AI stack.Dangote Refinery IPO Closes, Moove Follows Uber Out of Nigeria, Nvidia and AMD Make Big Acquisitions · Chasing The Bag with Bade & Biyi · Oct 12
- Delivered a huge return since the bull market began, as the leading AI hardware winner.Mad Money w/ Jim Cramer 10/12/26 · Mad Money w/ Jim Cramer · Oct 12
- Its new interconnect bus and large fund are seen as raising the value of compute.Data Center Infrastructure Podcast - Ep 10 - AI Pods and Internet Exchanges with Bryan Lubin of Moonshot · Data Center Infrastructure Podcast · Oct 12
- Jensen Huang says its cost of capital is decreasing; holds a stake in CoreWeave.11AM HOUR: Squawk on the Street 10/15/26 · Squawk on the Street · Oct 15
- Dan Ives sees the stock getting cheaper relative to demand.Morning Call 10/13/26 · Morning Call · Oct 13
- Reportedly pursuing investment or acquisition of Reflection AI, expanding its open-weight model exposure.Geopolitical risks, bank earnings and AI drive market outlook 10/12/26 · Morning Call · Oct 12
- Reportedly in talks to deepen stake or acquire Reflection AI, expanding its open-model strategy.11AM Hour: Bank Earnings on Deck, Early Facebook Investor Roger McNamee & AI vs. Humans in Health Care 10/12/26 · Squawk on the Street · Oct 12
- Considering a larger stake in Reflection AI, strengthening its open-weight AI position.Rising Oil Tensions, AI Agent Oversharing 10/12/26 · Squawk Pod · Oct 12
- Positioned as an AI infrastructure company spanning GPUs, Vera CPUs, networking, cooling and power designs.NVIDIA's Vera CPU and the Agentic AI Future · Data Center Richness · Oct 16
- Extraordinary earnings growth makes its valuation cheap for the growth rate.This is the Cheapest Mag 7 Stock Right Now · Value Investor · Oct 16
- Named among chip leaders whose cycle the market treats as ending, despite strong prospects.Elon Musk Spent $366M On The Midterms — Will It Work? · Prof G Markets · Oct 14
- Central to AI chip bottleneck trade with chips sold out for coming years.How should I be positioned? with Steve Chiavarone (Federated Hermes) and Jason Draho (UBS CIO) · UBS On-Air: Market Moves · Oct 14
- Expanding from chips into full data center systems, with very strong free cash flow.Data Centers Earn, Washington Doesn't · Telltales · Oct 14
- Guest's former employer, described as a leader driving robotics strategy and simulation tools.Physical AI is more than robots, says the Nvidia veteran now investing in it · Equity · Oct 16
- Released new open-weight Nemotron models and backs neocloud chip supply.Frontier AI Expands, Microsoft CEO Urges ‘Emergency Brake' as Anthropic Signals Self-Replication · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Oct 17
- Core supplier of the infrastructure needed for exploding agent compute demand.Why AI Agents Will Demand 1,000x More Compute | Aaron Levie · MTS · Oct 14
- A major TSMC customer whose AI servers rely on TSMC chip production.Is the AI Chip Boom Built to Last? | TSMC CFO on the Industry's Future · Fox Business Rundown · Oct 16
- RTX Spark PCs reportedly beat Apple's M5 Max in agentic AI tests.Anthropic's Growth Is Slowing · Tech Brew Ride Home · Oct 15
- Supplies GPUs for SpaceX's data centers and space-ready hardware; the host owns it.SpaceX (SPCX): Neocloud Giant or Overhyped AI Data Center Play? · Chip Stock Investor Podcast · Oct 13
- Described as the strongest chip player, a moat-holder among leaders.The Federal Reserve Is Screwed - Robert Kientz - #6428 · Financial Survival Network · Oct 16
- Named as a major customer of advanced AI processors that depend on these new plants.Is Singapore now a key link in AI supply chain? · Tech Latest · Oct 12
- Benefits from many competing AI models needing chips.Joe Lonsdale: The Global A.I. Race · Brian Kilmeade Show · Oct 12
- Closed up $2.20 with heavy volume and the top option spot, though buyers' gains are unconfirmed.Hot Options Report: 10-13-2026 · The Options Insider Radio Network · Oct 13
- Reportedly in talks to invest more in or buy Reflection AI after an earlier $800 million investment.Oct 12: Anthropic's Rogue Agents and AI-Decompiled Classic Games · Valley Morning Briefing · Oct 12
- Taking minority stakes in four French startups and expanding European AI commitments.2026 October 15 Commuter Top AI Startup Headlines Podcast l NVIDIA to take minority stakes in four French startups as… ~ Skeleton Technologies secures nine-digit funding to expand… ~ Anthropic outlines five-to-seven percent distillation… · The Commuter Top Headlines Podcast Network · Oct 15
- Cited as the company that outcompeted Intel in the AI chip race.The Ex-Intel Exec Who Told His CEO: "You're Losing to Nvidia · Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights · Oct 14
- Expanding industrial division with dedicated robotics product lines guaranteeing volume.The Silicon Shortage That Stalled Robot Production · The Robotics Podcast with Fexingo: Autonomous Systems, Industrial Robots, and Hardware · Oct 12
- Implied as a major AI chip supplier driving semiconductor earnings growth.Signal over Noise: S&P 500 earnings are tethered to private fund flows · UBS On-Air: Market Moves · Oct 12
- Seen as benefiting from Larry Fink's bullish view on capital for compute, though not a buy-now call.CNBC Investing Club: Cramer’s Morning Take on Goldman Sachs 10/14/26 · Squawk on the Street · Oct 14
Bearish 21
- GPU Rowhammer flaw can degrade model accuracy; the mitigation slows inference significantly.Episode 3: The Government Proved AI Can't Be Secured. An Owl Was Hidden in 10,000 Numbers. · The Dr. Josh C. Simmons Show · Oct 16
- Heavily exposed to AI bubble risk and competition from TPUs and AMD.The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO · Monetary Matters with Jack Farley · Oct 14
- Host describes its circular equity-for-purchase deals with clients as artificial revenue propping up AI spending.America's Fake Jobs Boom? The Truth About AI, Data Centers & the Economy |10|13|26 · Conservative Review with Daniel Horowitz · Oct 13
- Down nearly 7% on the week as AI stocks sold off.Defense & Aerospace Report Podcast [Oct 18, ’26 Business Report] · Defense & Aerospace Report · Oct 18
- Part of the AI investment boom Paulsen views as overextended and vulnerable to slowing spending.Tech Is Rolling Over. Yields Are Falling. Why Jim Paulsen is Watching the Walmart Recession Signal · Excess Returns · Oct 16
- Cut Vera Rubin shipment forecast, a negative signal for near-term units.AI Trade Selloff, Blur Shuts Down, and Is Crypto Next? · Full Port · Oct 13
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- Priced for an S-curve, and vulnerable if AI infrastructure spending peaks and declines.AI Will Not Make You Rich · Colossus Magazine · Oct 12
- Part of the AI capex cycle where returns could be falling and commoditization is a risk.How to Profit When Cycles Turn – Django Davidson on Capital Cycle Investing · The Master Investor Podcast with Wilfred Frost · Oct 13
- Microsoft's move to its own inference chips threatens Nvidia's high-margin GPU demand.Microsoft Pays Anthropic to Fix Copilot, Meta Returns to the Frontier, & Courts Put a Price on Your Content | 156 · Sidecar Sync · Oct 15
- Hosts note AI-linked chip stocks down sharply from highs, raising concern about the AI trade.How Do You Hedge a Concentrated Stock Market? · Ask The Compound · Oct 14
- Part of the AI trade expected to trade off as valuations fall back.#421 Chris Whalen: Double-Digit Inflation, Falling Home Prices & a Fed Forced to Hike · The Julia La Roche Show · Oct 17
- Shares fell 3% to 5% intraday on AI revenue concerns.Rate Hikes and AI Reality Check · ASEAN Speaks · Oct 12
- Host compared it unfavorably with the junior miner's potential upside, implying lower expected returns.American Eagle Gold Targets Scale and Grade at the Copper-Gold Porphyry NAK · Mining Stock Daily · Oct 12
- Its high chip prices push costs up the stack, squeezing software vendors and customers.Workday: Agent Strategy, Sana as Core, Usage-based Pricing, and Our Partnership · The Josh Bersin Company · Oct 14
- Its share of China's data center AI chip market fell to 34% and shipments dropped 44%.Oct 14: OpenAI Engineer Charged With Bugging; Gemini 4 Argon Opens · Valley Morning Briefing · Oct 14
- Shares fell over 3% with heavy put-side trading and profit-taking from its record high.The Hot Options Report: 10-14-2026 · The Options Insider Radio Network · Oct 14
- Stock fell about 1.3% and its most active contract was a large January put spread.The Hot Options Report: 10-12-2026 · The Options Insider Radio Network · Oct 13
- Shares fell about $3 to near $214, well below their recent all-time high.The Hot Options Report: 10-16-2026 · The Options Insider Radio Network · Oct 16
- Chips fell for eight straight days, the longest losing run since 2008.Oil tops $100 AI Rout as Chips Sink for 8th Day · MPC Markets Morning Call · Oct 18
- Speaker sees its 75% gross margins as inflated and exposed to a future AI overbuild.The AI Hangover Is Coming. The Pandemic Already Showed Us How It Ends. – Ep 305 · The Intellectual Investor – Value Investing by Vitaliy Katsenelson · Oct 15
- Shares fell 1.8% amid investor worries over AI infrastructure borrowing.Ukraine resumes strikes on Russian oil; Houthis attack Yemen’s presidential palace, and more · The World in Brief from The Economist · Oct 16
Mixed 65
- Receivables rose sharply, a risk signal, though earnings keep beating expectations.Why Stocks Keep Setting Records While Rates Rise, Plus New Tax Breaks for Seniors Over 65 · Money Matters with Dean Greenberg · Oct 12
- Shares fell with the selloff, yet it remains central to scarce GPU supply and demand.CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer · All-In Podcast · Oct 17
- Shares dipped with the neocloud selloff, yet it controls much of the constrained AI supply chain.CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer · All-In with Chamath, Jason, Sacks & Friedberg · Oct 17
- Central to AI value chain, with cooling and power challenges from rising chip power demands.Hedge Fund Manager Joseph Walsh: Always Play Weaker Players · Odds on Open · Oct 15
- Hit 52-week highs but failed to confirm, with possible top formation and semiconductor ETFs breaking down.AI STORY ALREADY DIED · The Market Huddle · Oct 17
- Off highs in a rough stretch; Jensen Huang speech seen as possible tech catalyst.Uncrowding | Christian Fromhertz, TTG | Jonathan Corpina, Meridian | Oct 13, 2026 · PreMarket Prep · Oct 13
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- Offered a capped residual value guarantee for a data center, adding circular credit exposure.Green Bonds, Gray Areas: How Do AI Data Centers Fit in a Sustainable & Responsible Portfolio? | Megatrends | Romina Reversi, Crédit Agricole & Steve Liberatore, Nuveen · SRI360 | Sustainable & Responsible Investing, Impact Investing, ESG, Socially Responsible Investing · Oct 14
- Central to the AI spending boom, which Rosenberg views as overheated and vulnerable.David Rosenberg: The AI "Mania" Is More Extreme Than 1999 · RiskReversal Pod · Oct 16
- Strong pricing power and growth, but speakers question how long high returns persist.100 Year Thinkers: Chris Davis and Robert Hagstrom on Holding Great Companies, Index Risk and Who Really Wins From AI · Talking Billions with Bogumil Baranowski · Oct 16
- Hosts question concentration risk tied to OpenAI and Anthropic but expect demand to hold.CoreWeave Bond Yields EXPLODE, Anthropic Numbers DISAPPOINT, Fed Hikes Again? | Basis Points · Basis Points · Oct 17
- Chip demand supports it, though its partnerships with neoclouds raise questions.AI Demand Is Booming. Why Are Token Prices Falling? · Know Your Risk Podcast · Oct 15
- Leads the market but faces growing specialization and competition from custom and inference silicon.Unpacking Marvell's Analyst Day, OpenAI Revenue Rumors, and the Heterogeneous Rack · The Circuit · Oct 12
- Mentioned as a bubble-risk stock amid recent Nasdaq weakness and rebuttal that growth continues.An AI Agent Fleet Told a Reporter It Was Claude. The Evidence Says Otherwise. · Warning Shots · Oct 18
- Dominant GPU supplier with a large share of economic rent, though custom chips are emerging.EP. 55: Token Price Indexes Are Falling on Model Shifts Not Price Cuts with Carmen Li, CEO of Silicon Data & Compute Exchange · Pitch The PM · Oct 16
- Heavy options volume and intraday swings reflect uncertainty around AI chip names.The Option Block 1508: It's All About Meat...and ETFs!!! · The Options Insider Radio Network · Oct 15
- Mentioned as a central AI player whose build-out could face the same overbuilding dynamics.Will The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed · Prof G Markets · Oct 16
- Dominant margins and monopoly-like position, but margins could compress over time.The Market Is Splitting in Two—and AI Is Driving the Divide · Know Your Risk Podcast · Oct 13
- Mentioned as making huge money from AI, cited by others as evidence the boom is real.Season 1. Episode 24. Unscripted with Erik Britton · Unscripted with Jeff Pedowitz · Oct 13
- Strong company designing chips with AI internally, but reliant on external labs' models.Lonis Hamaili: Launching an AI Supply Chain Hedge Fund · Value Hive Podcast · Oct 16
- Mentioned as a potential backstop for AI-linked financing, which hosts see as a debt-holder positive.The Bond Market Is Pricing In Something Worse Than Inflation | Weekly Roundup · Forward Guidance · Oct 16
- Revenue surged but about 70 percent of receivables come from five customers.How OpenAI Could Cause a US Recession With Steve Eisman · The Compound and Friends · Oct 16
- Up roughly 1,800% in four years but a large share of expected earnings growth raises concentration risk.Power Lunch 10/12/26 · Power Lunch · Oct 12
- Central to AI chip demand and circular financing of the AI buildout.Hedgeye Investing Summit Fall 2026 | Jurrien Timmer, Director of Global Macro at Fidelity · Hedgeye Podcasts · Oct 17
- Most valuable company due to AI hardware demand, but its compute-heavy approach may be too costly long term.Ep. 11 | Regurgitation or Intelligence? Can AI Generate Novel Thoughts? | John Giannandrea · General Magic & The Soul of Tech · Oct 16
- Financing over 200 companies that buy its products raises circular and overspend concerns.Who’s Financing the AI Boom? (With Bryan Whalen) · On Investing · Oct 16
- Mentioned as part of the AI trade whose longevity drives market leadership and bubble risk.Meb 654 Dirk · The Meb Faber Show - Better Investing · Oct 15
- Trimmed to position limits as the stock grew, weighing returns against concentration risk.The S&P Hit a Record. 73% of Stocks Are Below Their 50-Day. What Is Your Index Fund Betting On? · Two Quants and a Financial Planner · Oct 12
- Custom silicon from hyperscalers threatens share, though its software moat remains defensible.IREN’s New Anthropic Deal, Microsoft’s AI Chip Play, Architect’s Liquid Inference Compute Market · Blockspace: AI News · Oct 12
- Jensen Huang backed CoreWeave, and the stock reportedly rose after his comments.Tech Stock Rotation: What It Means for Retirement Income · The Tom Dupree Show · Oct 17
- Hosts cite its very high margins as a driver of expensive AI buildout costs.AI Jitters, NYC’s Quest to Delay Anthropic IPO 10/15/26 · Squawk Pod · Oct 15
- Central to AI spending, but high margins and circular financing raise questions.10AM Hour: AI Trade Faces More Pain, Interactive Broker’s Thomas Peterffy, Citizen Financial CEO on Earnings 10/16/26 · Squawk on the Street · Oct 16
- Cornelis works with Nvidia GPUs in scale-out but targets the scale-up market NVLink leaves open.Cornelis Networks Targets AI Fabric Bottleneck · Tech Disruptors · Oct 15
- Led early benchmarks but AMD closed the cost gap on GLM serving.Ep. 038 - GLM 5.3 on AMD, NVIDIA, and Chinese Chips From Day One (InferenceX) | Kimbo Chen, Wenyao Gao, Jordan Nanos · SemiAnalysis Weekly · Oct 14
- Jensen Huang defended CoreWeave and has a $2 billion stake, supporting its partner.Risk off, Rate Reprieve and a new OpenAI Lawsuit 10/15/26 · The Exchange · Oct 15
- Semiconductor selloff and questions on AI spending weigh, though it remains a mega-cap leader.11AM Hour: Apple’s iPhone Duo Goes on Sale, Tesla Unveils Roadster, Proofpoint CEO on $6.3B Cyber Security Deal 10/16/26 · Squawk on the Street · Oct 16
- Microsoft's Maya chips aim to reduce its reliance on Nvidia GPUs.How Microsoft’s New Office Chief Fixed Copilot, OpenAI’s Plan to Revive Sora · The Information's TITV · Oct 12
- Central funder in circular deals, but its financing of AI customers raises concentration concerns.Is AI One Big Circular Deal? Inside the $3.6 Trillion Web | Stock Club 332 · Stock Club · Oct 15
- The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26 · The Exchange · Oct 12
- Strong free cash flow and buyback capacity, but heavy exposure to financed AI demand.9am Hour: CoreWeave Whipsaw, Tesla’s Roadster Unveil, Netflix C-Suite Shuffle 10/16/26 · Squawk on the Street · Oct 16
- Strong cash flow and buybacks, but vendor financing to customers raises circularity concerns.High Bar for Q3 Earnings? The Investment Committee Debates 10/12/26 · Halftime Report · Oct 12
- Owns a stake in CoreWeave and its CEO defended the company's borrowing outlook.Closing Bell Overtime: 10/15/26 · Closing Bell · Oct 15
- Big beneficiary of the AI trade, but exposed to circular financing and cyclical capex risk.Top Quant: Stocks to BUY before the AI bubble POPS · Full Signal · Oct 15
- Losing some ground to custom chips, but demand for its GPUs remains strong.Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26 · Closing Bell · Oct 12
- Market-leading weight drives index gains, but its concentration is seen as a source of risk.S&P 500 to 8,000? A Brutal Market Reversal Ahead | Gareth Soloway · Wealthion · Oct 12
- Dominant chip supplier facing custom-chip competition and open-source model efforts.Deirdre Bosa: The AI Model Race Is Over. It’s a Product War Now · RiskReversal Pod · Oct 14
- Large CoreWeave investment and compute commitments, but guest doubts it will bail them out.CoreWeave Is Imploding — And Taking AI Stocks Down With It · Prof G Markets · Oct 15
- Benefits from continued chip sales to China, though national security concerns persist.The Pentagon’s New AI Weapon is a Freak · Cappy Army · Oct 18
- Key customer exposure and earnings driver, but possible need to backstop CoreWeave.AI Financing Pressures Reshape Equity and Credit Markets · Key Wealth Matters · Oct 16
- Central AI winner with crowded positioning, rising valuation risk if earnings estimates miss.Tian Yang: The Sovereign AI Race Is Changing the Rules of This Bubble · Financial Sense Newshour · Oct 13
- Seen as a beneficiary of AI capex, though growth is expected to slow.ASML raises sales outlook amid surging demand · Squawk Box Europe Express · Oct 14
- Jensen Huang is the chipmaker's leader; he is optimistic and opposes new regulation of AI.Bill Gates, Jensen Huang & AI Doom: Who Should We Believe? · aiGED · Oct 13
- Faces competitive threat from hyperscaler custom chips, though its valuation looks reasonable.MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast · The Acquirers Podcast · Oct 17
- Paid about $20 billion for Groq's assets, a major competitive response, while its general-purpose GPUs face specialization pressure.Why AMD Bought a Chip That Can't Be Reprogrammed · Deep Dive · Oct 15
- Access to Nvidia chips may be given back as a bargaining chip in US-China trade tensions.Episode 94: Insights through Investing in the World · Global in the Granite State · Oct 13
- GPUs still dominate AI spending, but growth is expected to slow and the valuation has compressed.AI Agent E-Comm "Disruption," and Agent CPU Demand Is Helping Intel Turn Its Business Around · Chip Stock Investor Podcast · Oct 12
- Shkreli says he stays long semiconductors but expects GPU dominance to erode over time.Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him · All-In Podcast · Oct 12
- Evoke 20-Minute Market Outlook Podcast for Q4 2026 · Evoke 20-Minute Market Outlook · Oct 16
- Its GPUs back the loan and it is partly owner of the borrower, raising circularity concerns.AI Lending Risk: How Banks Earn Fees And Transfer Exposure · Felix Nikolas Prehn's Podcast · Oct 17
- Exposed to CoreWeave through investment and backstop obligations.AI Jitters Hit TSMC’s Record Quarter & Penske Automotive Goes Private · Brew Markets · Oct 15
- Strong balance sheet and buybacks, but expanding guarantees and stakes create systemic exposure.Has Nvidia Become Too Big To Fail? · Prof G Markets · Oct 13
- Microsoft plans to rely more on in-house chips instead of Nvidia's for inference.Has AI Cooked Gaming? · Tech Brew Ride Home · Oct 12
- Mentioned as a dominant chip leader that may still face future risk from rotation.The Federal Reserve Is Screwed - Robert Kientz · Kerry Lutz's--Financial Survival Network · Oct 17
- Jensen Huang's reassurance on CoreWeave helped briefly, but chip stocks stayed under pressure.AI's New Bottleneck: Can the Boom Afford to Keep Growing? · Financial Sense Newshour · Oct 16
- Valued above the entire Russell 2000 yet still highly profitable, a concentration point.The Morning Allocator: IMF says AI carried world trade; UK shoppers stick to the food aisle; China's memory-chip push rattles Seoul · The Angus Briefing · Oct 13
- Jensen Huang defended CoreWeave, a major backer, while AI financing worries spread.What’s News in Markets: CoreWeave Selloff, Apple Milestone, Borrowing Boom · WSJ Your Money Briefing · Oct 17
Neutral 30
- Mentioned in context of AI spending and AI-upscaled video demos.SELL EVERYTHING (Including Your Dollars), Tesla Roadster Hype, Valar Atomics VC Feud | Reed Albergotti, Bryan Cantrill, Daniel Kimminau · TBPN · Oct 15
- Skylark uses its Isaac Sim tools for robot simulation.Why Defense Gets Humanoids Before Your Home Does: Skylark Labs' Amarjot Singh · Audrow Nash Podcast · Oct 13
- Cited as a company whose recruiter initially dismissed a high equity ask that was later granted.#131: Inside comp negotiation for PM roles at top companies like OpenAI and Anthropic | Colin Lernell (Co-founder @ Valued) · Supra Insider · Oct 12
- Its chip powers Realbotix's vision system and it once approached them about a robot.Robots Like Us - EP 92 Andrew Kiguel and Matt McMullen From Realbotix · Core Memory · Oct 14
- Mentioned as a former employer of the speaker, with no investment view given.Dyna-2: General Purpose Physical Agents with Hour-Long Autonomy — Jason Ma, Dyna Robotics · Latent Space · Oct 13
- Discussed as Haas's former employer and as the company whose failed acquisition of Arm reshaped leadership.Should AI Slow Down? A Conversation with Rene Haas, CEO of ARM · A Bit Personal with Jodi Shelton · Oct 15
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- Its chip leadership is central to US advantage in the AI competition discussed.How Technology Is Rewriting the Rules of War · The World Unpacked · Oct 16
- Named as a large AI spender funded by strong cash flows, not discussed in depth.#98 - Samuel Rhee : The Secret To Financial Security in 2026 · The Front Row Podcast · Oct 15
- Mentioned as the H100 benchmark for projected US AI chip production.From Posting to Policy: Saif Khan on DUV and the AI Balance · ChinaTalk · Oct 15
- Jensen Huang's views on AI, ambition and jobs are featured prominently throughout the episode.Oprah, Jensen Huang & Rick Rubin: 3 Questions to Ask Your Kid in the Age of AI · Designing Schools · Oct 12
- Among the most actively traded single-name options, trading near recent highs with no strong view given.The Option Block 1507: Walking the Razor's Edge of a Solar Storm · The Options Insider Radio Network · Oct 12
- Atlassian has a deep partnership and uses Nemotron models in its platform.20VC: Atlassian CEO on Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models | Why The Jury Is Still Out On The Benefits of Specialised Models with Mike Cannon-Brookes · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Oct 12
- Compared by analogy to Carnegie as the dominant supplier of a key input.#437 The Tycoons: Carnegie, Rockefeller, Gould & Morgan · Founders · Oct 13
- Mentioned as a reference point for the AI-driven earnings cycle.10AM Hour: Middle East Attacks Rattle Energy Markets, Social Security Commissioner, iPhone Demand Slowdown? 10/12/26 · Squawk on the Street · Oct 12
- Discussed as having an incentive to oppose AI pacing since faster progress means more GPU sales.SED News: Jev, Meta’s Muse, and the AI Slowdown Paradox · Software Engineering Daily · Oct 13
- Mentioned as part of the AI infrastructure boom driving component and input cost pressures.Austan Goolsbee is worried about AI inflation · Compound Interest from Semafor Business · Oct 13
- Mentioned only in passing as a stock in the CME single stock futures ad.Inflation And The AI Supercycle · Investing With IBD · Oct 14
- Named as a central AI infrastructure supplier within the concentrated AI build-out.Episode 013. Bubble Talk: Tulips to Tech · Rational Dissent · Oct 16
- Cited as a gaming-rooted company; Clegg aligns with Jensen Huang's measured AI risk view.Nick Clegg on Europe, AI and big tech · Startup Europe — The Sifted Podcast · Oct 14
- Discussed as chip generations improve energy efficiency and drive compute demand.250. Inside the US Datacenter exuberant buildout - Oct26 · Redefining Energy · Oct 12
- Digital twin work with Siemens to speed AI data center construction.[AI DAILY NEWS RUNDOWN] Rogue Chinese Agent Fleet Makes 'First Contact', OpenAI's Boardroom Bugged, Anthropic's $16.8B Quarter & 453 Scientists Demand AI Containment (Oct 15, 2026) · DjamgaMind: Executive AI Intelligence & Business Forensics (No Ads) · Oct 15
- CEO Jensen Huang urged US-China cooperation on AI risks.Hegseth Pushes Military Buildup Amid China Rivalry · NTD+ · Oct 16
- Vera Rubin infrastructure is targeted for Figure's future training compute deployment.Figure 03 vs Unitree H2: Comparing High-End AI and Accessible Hardware in 2026 · Robot Comparisons — Deep Research on Robotics, Humanoids & Automation · Oct 17
- Mentioned as an open-weight model provider, with no investing argument made.Extended Interview: Palantir CTO Shyam Sankar · Face the Nation with Margaret Brennan · Oct 12
- Mentioned as a major customer driving demand for TSMC's advanced chips.The Desert Fabs That Can't Cool Themselves · The Cassandra Files · Oct 12
- Mentioned as a high-power GPU alternative unsuitable for small, power-constrained platforms.How Lantronix Is Closing the Compute Gap for Autonomous Drones and Robots · Aerospace & Defense Technology · Oct 16
- Its IGX Thor and Halos technology is being integrated into Agility's safety design.Figure 03 vs Agility Robotics Digit: Which 2026 Humanoid Delivers More Warehouse Value? · Robot Comparisons — Deep Research on Robotics, Humanoids & Automation · Oct 12
- Jensen Huang mentioned as attending the keynote, with no investing angle discussed.Why Enterprises Are Struggling With AI: HFS Research and Altimetrik Explain What’s Missing · The Ravit Show · Oct 12
- Mentioned as one side of the industry debate over AI safety approaches.AI Doomers Are Driving a War on Computation | Adam Thierer · MTS · Oct 14
- Named as a large customer of compute providers reselling capacity.The AI Computing Power Gold Rush · WSJ Tech News Briefing · Oct 12
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