Mentioned On
Episode Mentions
Better Offline · Aug 12, 2026
Monologue: NVIDIA's No IT Loads Refused Cash Dump
“Used as example of how Nvidia-backed guaranteed contracts enable AI infrastructure debt financing.”
TBPN · Jul 29, 2026
RSI Is Closer Than People Think, Per Tae Kim
“Cited as an example of Jensen Huang's successful early-stage equity investments in GPU cloud infrastructure.”
TBPN · Jul 20, 2026
The AI Cold War, Odyssey Rips, Tyler Cowen Joins | Danny Yeung, Connor Love, Kahlil Lalji, Tarek Mansour, Tony Zhao
“Neocloud provider discussed as beneficiary of compute demand surge from Kimi K3 launch, though lagging peers.”
Everyday AI Podcast – An AI and ChatGPT Podcast · Apr 13, 2026
Ep 754: Anthropic’s ‘scary’ new model, Microsoft Copilot’s ‘Code Red,’ OpenAI’s Superinteligence New Deal and more
“Signed $21B deal with Meta to expand AI cloud infrastructure capacity”
TBPN · Mar 30, 2026
FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race
“GPU rental company showing 5-6 year GPU lifespans with 90-95% pricing retention”
Money Rehab with Nicole Lapin · Mar 9, 2026
Are We in an AI Bubble? Here's the Honest Answer
“Startup that received Nvidia investment and purchases Nvidia chips, creating circular financing”
The AI Daily Brief: Artificial Intelligence News and Analysis · Jan 28, 2026
The AI Acceleration Gap
"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Jan 9, 2026