Nvidia
Mentioned in 522 analyzed podcast episodes across 10 shows
A dominant semiconductor manufacturer specializing in AI chips and GPU infrastructure that has become central to the AI industry's capital expenditure buildout. Nvidia is frequently discussed across business and technology podcasts regarding its market dominance, strategic investments (including stakes in OpenAI and Anthropic), supply chain implications for US-China relations, and CEO Jensen Huang's influential role in the company and industry. The company also appears in broader conversations about AI infrastructure scaling, depreciation accounting standards, and valuations within the AI boom.
Mentioned On
Episode Mentions
Becker Private Equity & Business Podcast · Apr 16, 2026
The Markets Are Bouncing Back, Hoorah, Hoorah! 4-16-26
“Stock rebounded approximately 7% year-to-date after being underwater earlier in the year”
Democracy Now! Audio · Apr 16, 2026
Democracy Now! 2026-04-16 Thursday
“Chip maker facing semiconductor manufacturing concerns due to helium shortage from Qatar production disruptions”
Morning Brew Daily · Apr 16, 2026
Wait, Allbirds is Pivoting to AI? & Jury Calls Live Nation a Monopoly
“Chip manufacturer; Blackwell generation GPU rentals up 48% in two months, indicating strong AI compute demand”
Dwarkesh Podcast · Apr 15, 2026
Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
“Primary subject; Jensen Huang discusses the company's competitive advantages, supply chain strategy, and ecosystem moat in AI chips”
Marketing School - Digital Marketing and Online Marketing Tips · Apr 15, 2026
This Guy Built a $1.8B Company That Shouldn’t Exist
“GPU manufacturer; hosts discussing DGX infrastructure purchases and H100 chip requirements for AI scaling”
Bankless · Apr 13, 2026
"Fix the Money, Fix the World" — Michael Saylor's Master Plan (plus questions on Quantum and Ethereum)
“Mentioned as company aware of trillion-dollar opportunity in intelligent robots and AI”
Modern Wisdom · Apr 13, 2026
#1084 - David Friedberg - Everything You Know is About to Collapse
“Chip manufacturer; example of early technology monopoly (GPU chips) that will eventually commoditize”
Marketplace All-in-One · Apr 11, 2026
"Marketplace" Live
“Technology company used as example of market expectations game where stock falls despite exceeding earnings forecasts”
Marketplace Morning Report · Apr 11, 2026
"Marketplace" Live
“Tech company example of market expectations management; stock declines despite beating earnings due to algorithmic trading dynamics”
Marketplace All-in-One · Apr 11, 2026
"Marketplace" Live
“Tech company example of market expectations management; stock drops despite beating forecasts”
Marketplace All-in-One · Apr 11, 2026
"Marketplace" Live
“Tech company cited as example of stock market expectations management and algorithmic trading volatility”
Marketplace · Apr 11, 2026
"Marketplace" Live
“Tech company example of stock volatility despite exceeding earnings expectations due to market expectations game”
"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Apr 11, 2026
It's Crunch Time: Ajeya Cotra on RSI & AI-Powered AI Safety Work, from the 80,000 Hours Podcast
“GPU manufacturer whose stock price and compute availability critical to AI capability scaling”
Bannon`s War Room · Apr 11, 2026
Episode 5292: Victory In Texas Over Muslim Indoctrination; MAGA Running For Congress In Florida
“Participant in Project Glasswing defensive program using AI to identify and patch vulnerabilities before attackers exploit them”
Big Technology Podcast · Apr 10, 2026
Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
“Participating in Project Glasswing; benefits from increased AI compute demand and data center buildout”
Bannon`s War Room · Apr 10, 2026
Episode 5289: Massive Populist Protests In Ireland; Stopping Data Centers From Destroying Central Florida
“CEO Jensen Huang characterized as agent of influence for Chinese Communist Party enabling foreign AI development”
PBS News Hour - Full Show · Apr 9, 2026
April 9, 2026 - PBS News Hour full episode
“Among 40+ tech companies given access to Anthropic's Mythos AI model for testing and vulnerability identification”
Mad Money w/ Jim Cramer · Apr 9, 2026
Mad Money w/ Jim Cramer 4/9/26
“Hardware/AI leader that surpassed Microsoft as largest company; driving shift from software to hardware dominance”
Bannon`s War Room · Apr 8, 2026
Episode 5284: Confusion Over 10 Point Plan; Strait Remains Closed; The Destruction Of AI
“Recipient of limited Mythos AI model access through Project Glasswing for testing and vulnerability patching”
CNBC's "Fast Money" · Apr 8, 2026
Markets Rally on U.S.-Iran Ceasefire… Delta Pops, Alibaba Bounces, and Banks in Focus 4/8/26
“Facing competitive pressure from Chinese domestic chips; CEO Jensen Huang advocating for reduced export controls to maintain China market share”
Macworld Podcast · Apr 8, 2026
Episode 978: Requiem for the Mac Pro
“Mentioned as GPU manufacturer that didn't create custom cards for cylindrical Mac Pro design”
Motley Fool Money · Apr 8, 2026
Why Alphabet is the Winner from Anthropic’s Incredible Growth
“GPU market leader facing potential competition from Google's custom TPU chips as AI startups seek alternatives”
Daily Tech News Show · Apr 8, 2026
Anthropic’s Move to Secure the World - DTNS 5243
“Partner in Project Glasswing contributing to AI-powered security vulnerability identification efforts.”
Everyday AI Podcast – An AI and ChatGPT Podcast · Apr 8, 2026
Ep 751: Hands on with Google’s Gemma 4: How to Use The Open Source Model Locally and Why It Matters
“GPU hardware mentioned as option for running larger Gemma 4 variants (DGX systems)”
How I Invest with David Weisburd · Apr 8, 2026
E343: The Death of the 60/40 Portfolio (And What Comes Next)
“Referenced as mega-cap stock that dominates investor attention and capital allocation”
AI For Humans: Making Artificial Intelligence Fun & Practical · Apr 8, 2026
Anthropic's Mythos AI Is Too Dangerous to Release. They're Using It Anyway.
“Member of Project Glasswing coalition; provides compute resources for AI development”
Possible · Apr 8, 2026
AI’s expanding attack surface
“Dominant AI chip provider with mid-50s market share in China; compute density leadership cited as critical advantage despite Chinese competition”
TBPN · Apr 8, 2026
Meta Tokenmaxxing, Intel Joins Terafab, Frontier AI vs. China | Diet TBPN
“Dominant GPU supplier; benefiting from AI boom while Intel struggles; mentioned as alternative to TSMC for chip manufacturing”
The AI Daily Brief: Artificial Intelligence News and Analysis · Apr 8, 2026
OpenAI's New Deal
“Facing competition from Google TPUs and Broadcom in AI chip market; CEO Jensen Huang advocates for high token consumption by engineers”
MacBreak Weekly (Audio) · Apr 8, 2026
MBW 1019: Furious, Eloquent, and Unrestrained - The Earth: Shot on iPhone
“eGPU drivers now supported on Mac via third-party solution; AI inference workload focus”
Mad Money w/ Jim Cramer · Apr 7, 2026
'Mad Money w/ Jim Cramer 4/7/26
“AI chip company down significantly; Cramer recommends as disliked stock becoming attractive”
TBPN · Apr 7, 2026
FULL INTERVIEW: Thomas Laffont’s Journey From Hollywood Assistant to Legendary Tech Investor
“Identified as generational company in AI infrastructure layer; Jensen's momentum in data center GPUs was first tell-tale of AI's significance”
Marketplace · Apr 7, 2026
The crackdown on prediction market insider trading
“Intel competitor in semiconductor market, stock up 0.25% on the trading day”
Marketplace All-in-One · Apr 7, 2026
The crackdown on prediction market insider trading
“Semiconductor competitor to Intel, mentioned in market performance segment”
TBPN · Apr 7, 2026
Tokenmaxxing, SF Street Name Auction, Corporate Retreat Gone Wrong | Riley Walz, Aditya Bandi, Zach Shore, Hongwei Liu, Zak Kukoff, Thomas Laffont
“Dominant GPU provider for AI infrastructure; momentum driving data center buildout”
All-In with Chamath, Jason, Sacks & Friedberg · Apr 3, 2026
SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
“Referenced as example of CEO (Jensen) managing multiple initiatives without shareholder scrutiny”
Daily Tech News Show · Apr 3, 2026
Sony Acquires Cinemersive Labs to Level Up PS5 Pro Rendering - DTNS 5240
“Ampere GPU cards (RTX 3060, 6000) vulnerable to Rowhammer exploits enabling root access escalation”
The a16z Show · Apr 3, 2026
Marc Andreessen on AI Winters and Agent Breakthroughs
“Dominant GPU manufacturer; discussed as beneficiary of AI scaling laws and commoditizing software through open-source”
Latent Space: The AI Engineer Podcast · Apr 3, 2026
Marc Andreessen introspects on The Death of the Browser, Pi + OpenClaw, and Why "This Time Is Different"
“GPU manufacturer benefiting from AI demand; Jensen Huang commoditizing software to drive hardware adoption”
Joe Lonsdale: American Optimist · Apr 3, 2026
Ep 148: JoeBen Bevirt, Founder & CEO of Joby Aviation — Flying Cars Have Arrived
“Technology partner providing autonomous chipsets and AI safety stack for Joby's autonomy systems”
Irregular Warfare Podcast · Apr 3, 2026
Chokepoints: American Power in the Age of Economic Warfare
“Produces ~90% of advanced AI chips globally; subject to U.S. export controls and criticized for selling second-gen chips to China”
CNBC's "Fast Money" · Apr 2, 2026
Stocks Wrap Up A Volatile Week… And Playing Defense Amid The Market Swings 4/2/26
“Referenced as benchmark for early-stage AI infrastructure dominance; semiconductor picks-and-shovels play outperforming higher-beta chips”
TBPN · Apr 2, 2026
OpenAI Acquires TBPN
“Announced space-optimized Rubenship chip with Star Cloud for radiation-tolerant inference in orbit”
Latent Space: The AI Engineer Podcast · Apr 2, 2026
Moonlake: Causal World Models should be Multimodal, Interactive, and Efficient — with Chris Manning and Fan-yun Sun
“Mentioned as paying for interactive world generation and synthetic data for robotics and policy training”
This Week in Startups · Apr 2, 2026
How 3 CEOs Use AI to Run $10B in Companies | This Week in AI
“Dominant GPU provider with CUDA software moat, selling $100K chips, facing competition from custom hyperscaler silicon”
Becker Private Equity & Business Podcast · Apr 2, 2026
Apple: Is Its Future Bright or Dim? 4-2-26
“Mentioned as #1 in market cap, surpassing Apple in ranking among mega-cap tech companies”
Uncanny Valley | WIRED · Apr 2, 2026
Iran Targets U.S. Tech; Polymarket’s Pop-up Flop; Trump's Plans for Midterms
“Stock down significantly amid broader tech sector decline related to geopolitical tensions”
Modern Wisdom · Apr 2, 2026
#1079 - Tristan Harris - AI Expert Warns: “This Is The Last Mistake We’ll Ever Make”
“GPU chip manufacturer critical to AI scaling; companies racing to acquire NVIDIA chips for data center buildout”
Mad Money w/ Jim Cramer · Apr 1, 2026
Mad Money w/ Jim Cramer 4/1/26
“Praised as deserving premium valuation for producing and selling desired AI products, contrasted with supply-constrained commodity plays”
Masters in Business · Apr 1, 2026
BONUS: Muddy Waters Capital Founder Carson Block
“Mega-cap AI company; Block argues it's difficult to short despite overvaluation due to strong technical flows and passive demand”