logo
episode-header-image
Sep 25
38m 14s

Nvidia’s $100bn AI Bet, Trump’s U-Turn, ...

AMPLIFYME
About this episode

In this week’s Market Maker Podcast, Anthony and Piers dive into three huge stories shaping markets, technology, and careers in finance:


Trump’s U-turn on Ukraine & the defense stock boom – What does his latest stance mean for NATO, Europe’s defense spending, and why has one German arms manufacturer surged 2,000% since the war began?


Nvidia’s $100bn OpenAI deal & the global AI race – From landmark partnerships with OpenAI, Alibaba, and Intel, to political maneuvering at the top table, we break down how Nvidia is cementing itself as the backbone of AI infrastructure.


HSBC’s quantum leap – The bank claims a 34% improvement in bond price predictions using quantum computing. We unpack what this really means, how it could reshape Wall Street, and why students and early-career professionals should pay attention.


Whether you’re curious about markets, fascinated by frontier tech, or exploring your future in finance, this episode connects the dots between geopolitics, AI, quantum, and the career skills that will matter most.


💡 Timestamps


(00:00) Intro & Topics

(02:04) Trump’s U-Turn & Defense Stocks

(08:55) Nvidia’s $100bn OpenAI Deal

(25:13) Nvidia’s Global Strategy & Politics

(30:45) Quantum Computing in Finance


👉 Useful Resources


AmplifyME free Markets Finance Accelerator

AmplifyME free Banking Finance Accelerator


📌 Student Training Programmes


5-day In-Person Bootcamp in London

3-Week Virtual Summer Analyst Programme


🤝 Connect


Anthony Cheung

Piers Curran

Up next
Nov 20
Nvidia’s Big Moment: Strength or Overreach?
<p>In this week’s Market Maker from AmplifyME, Anthony and Piers unpack Nvidia’s blockbuster earnings and what they signal for markets heading into year-end. Is the company’s explosive growth sustainable, or are signs of overextension starting to show?</p><p><br></p><p>They explo ... Show More
41m 12s
Nov 19
Bulge Bracket vs. Boutique: Investment Banking Career Advice for Students
<p>Are you a student or early-career professional trying to decide between a bulge bracket or boutique investment bank? In this episode of the AmplifyMe Market Maker podcast, Anthony Cheung and Silvia Magni break down what really sets these firms apart, from business models and d ... Show More
18m 31s
Nov 17
Inside the Biggest M&A Deals You Need to Know (Pfizer, LVMH, Atlético Madrid, Parker Hannifin)
<p>Inside the Biggest M&amp;A Deals You Need to Know (Pfizer, LVMH, Atlético Madrid, Parker Hannifin)</p><p><br></p><p>In this week’s M&amp;A episode of AmplifyME Market Maker, Anthony and Piers break down the biggest deal headlines from Apollo taking control of Atlético Madrid t ... Show More
20m 34s
Recommended Episodes
Jan 2025
What DeepSeek Means For Markets & The The Future Of AI | Alex Campbell
In this episode, Alex Campbell joins the show to discuss the market implications of the latest DeepSeek innovation, the evolving AI geopolitical game theory, and the winners and losers of the AI race. We also delve into the tension between AI productivity and employment, a framew ... Show More
53m 30s
Jul 2025
Palantir’s Explosive Growth: Is It the Next Nvidia?
<p><span>In this insightful Market Mondays clip, hosts Rashad Bilal, Troy Millings, and crypto analyst Ian Dunlap dive deep into Palantir’s remarkable 78% surge year-to-date and discuss the company’s massive new $795 million federal contract. Is Palantir destined to be the next N ... Show More
9m 46s
Dec 2024
The Shocking Future: How Markets Are Changing with Larry McDonald—Crypto, AI, BRICS, and the New Administration’s Impact | S2 Ep. 161
<p>Welcome back to <em>Founder's Story</em>! In this episode, Daniel Robbins sits down with Larry McDonald, founder of <a href="https://www.thebeartrapsreport.com/"><em>The Bear Traps Report</em> </a>and author of the newly released book, <em>How to Listen When Markets Speak</em> ... Show More
26m 24s
Oct 22
The Evolution of Money, AI, and the Next Big Investment Wave | Money Moves
In this week’s episode of Money Moves, Matty A and Ryan Breedwell dive deep into the evolution of money, technology, and investing in a rapidly changing economy. From the concept of digital currency and the impact of AI on jobs and real estate to the massive liquidity waiting on ... Show More
52m 46s
Sep 26
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Brad and Clark Tang sit down with Jensen Huang, founder & CEO of NVIDIA, for a sweeping deep dive on the new era of AI. From the $100B partnership with Ope ... Show More
1h 44m
Mar 2025
20VC: AI Chip Wars: How Cerebras Plans to Topple NVIDIA's Dominance | Why We Have Not Reached Scaling Laws in AI | What Happens to the Cost of Inference | How We Underestimate China and Shouldn't Sell To Them with Andrew Feldman
<p dir="ltr">Andrew Feldman is the Co-Founder and CEO @ Cerebras, the fastest AI inference + training platform in the world. In Sept 2024 the company filed to go public off the back of a rumoured $1BN deal with G42 in the UAE. Andrew is the leading expert for all things inference ... Show More
1h 3m
Sep 24
TECH002: Jensen Huang & NVIDIA w/ Seb Bunney - Review of The Thinking Machine by Stephen Witt
Preston and Seb launch their tech book review series with a deep dive into The Thinking Machine, a book about NVIDIA and its CEO Jensen Huang. They explore NVIDIA’s transformation from a gaming hardware company to a key player in AI, discussing CUDA, leadership strategy, robotics ... Show More
1h 7m
Sep 12
Google DeepMind CEO Demis Hassabis on AI, Creativity, and a Golden Age of Science | All-In Summit
<p>(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win</p> <p>(2:39) What is Google DeepMind? How does it interact with Google and Alphabet?</p> <p>(4:01) Genie 3 world model</p> <p>(9:21) State of robotics models, form factors, and more</p> <p>(14:42) AI sci ... Show More
31m 48s
Oct 2024
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing &amp; capitalism. This week, joined by Sunny Madra (Groq) they discuss Jensen Huang’s recent appearance on the podcast, including scaling intelligence towards AGI, NVIDIA&#39;s ... Show More
54m 6s
Nov 12
The $500 Trillion Opportunity: Tokenizing the Real World
Juan Leon, Senior Investment Strategist at Bitwise Asset Management, unpacks the rapid institutional adoption of Bitcoin and Ethereum, fueled by ETFs, regulatory clarity, and the rise of tokenization. He shares key trends shaping the next phase of crypto, including the integratio ... Show More
14m 7s