AI firms are pouring vast sums into infrastructure, leading Nvidia’s data center division to generate close to $50 billion in revenue. But is this rapid expansion truly sustainable, or is it simply the latest tech craze? And is it fair to label this a “bubble” when the collective faith in AI’s potential is what’s keeping the industry afloat?
On this week’s episode of Equity, Kirsten Korosec, Anthony Ha, and Sean O’Kane discuss Nvidia’s impressive earnings, the self-reinforcing cycle of AI infrastructure investment, and whether CEO Jensen Huang’s bold predictions about AI agents managing our daily routines can really justify the current spending.
Tune in to the full show for discussions on:
- Jeff Bezos’ latest project, an AI company named Project Prometheus
- Suno’s $2.5 billion valuation and $200 million funding round, despite ongoing lawsuits from three major record labels, and what this indicates about investor faith in AI-generated music
- Waymo’s move into additional cities and its green light for freeway operations, plus updates on Zoox and Tesla
- Nvidia’s 62% year-over-year revenue surge to $57 billion, and how its dominance in data centers gives it a unique edge in the AI sector
