Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it?
(00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus:
- The coming generation of chips.
- Increased competition from hyperscalers.
- Partnerships in fast food, autonomous driving, and robotics.
Then, (19:44), a number of Fool analysts answer ques ... Show More
Yesterday
The Private Equity Playbook Most Small Business Owners Never Get Access To
Out of 1,600 businesses analyzed, not a single one was overpriced. That's just one of the uncomfortable truths Codie Sanchez has uncovered from the inside. Motley Fool analyst Rachel Warren talks with Codie Sanchez — former Wall Street investor, New York Times bestselling author, ... Show More
20m 21s
Oct 9
Finding Rule Breakers, IRL Investing, and Making Mistakes
Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, wh ... Show More
41m 3s
May 2023
Nvidia Soars to Record as AI Boom Fuels Chips Demand
Bloomberg News US Semiconductor & Networking Reporter Ian King explains how Nvidia, the world’s most valuable chipmaker, forecast sales that blew past analysts estimates, showing how booming demand for artificial intelligence processors has the potential to reshape the sector. Mo ... Show More
33m 2s
Aug 2024
Tech Investor Gene Munster on MegaTrends | Okay, Computer.
Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More
40m 29s
Mar 2024
Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil
Host-only episode discussing NVIDIA, Meta and Google earnings, Gemini and Mistral model launches, the open-vs-closed source debate, domain specific foundation models, if we’ll see real competition in chips, and the state of AI ROI and adoption.
Don’t miss our episodes with:
Mis ... Show More
42m 14s
Sep 2025
$100B Nvidia-OpenAI Deal: Growth or Financial Engineering? & Oura Ring’s $11B Valuation
Ed is joined by Gil Luria, Head of Technology Research at DA Davidson, to break down Nvidia’s investment in OpenAI and what it illustrates about a new, potentially dangerous investment strategy emerging in AI. Then Ed explores the latest funding round for the company that makes t ... Show More
28m 6s