Nvidia
Mentioned in 877 analyzed podcast episodes across 10 shows
A dominant semiconductor manufacturer specializing in AI chips and infrastructure, particularly GPUs like the H100, that plays a central role in the AI industry's rapid expansion. The company is frequently discussed across business and technology podcasts for its market dominance, involvement in major AI partnerships (including OpenAI and Anthropic), exposure to geopolitical chip export controls, and valuation implications for the broader AI investment cycle. CEO Jensen Huang's leadership and strategic decisions are also regularly referenced in discussions about corporate management and company culture.
Mentioned On
Episode Mentions
Accidental Tech Podcast · Jul 16, 2026
700: A Wet Dishrag Full of Lies
“GPU provider for Apple's cloud-based AI inference, which Apple is attempting to reduce dependence on”
Bloomberg Tech · Jul 16, 2026
TSMC Slides, Saronic Invests in Texas, GameStop Makes Its Move
“AI chip company CEO Jensen Huang met with Japanese suppliers in Tokyo to secure AI supply chain support”
Bloomberg Intelligence · Jul 16, 2026
Lilly Strikes $3.8 Billion Deal for Psychedelic Drugmaker
“Major TSMC customer; claims visibility to $1 trillion in revenue, indicating sustained AI chip demand”
World Business Report · Jul 16, 2026
Profits surge at Apple and Nvidia supplier TSMC
“TSMC customer for AI processors; unveiled new AI model for robots and expanding presence in Japan”
WSJ Tech News Briefing · Jul 16, 2026
TNB Tech Minute: Japan to Buy 27,500 Nvidia Chips in AI Push
“Japan plans to purchase 27,500 of Nvidia's next-generation AI chips for domestic ecosystem development.”
Latent Space: The AI Engineer Podcast · Jul 16, 2026
🔬 The Lab of the Future Should Feel Like a Data Center — Andy Beam & Rafa Gómez-Bombarelli, Lila Sciences
“Partnership with Lila; Nemotron model used as base for post-training; provides GPU compute resources”
The a16z Show · Jul 16, 2026
Replay 2025: David Sacks on AI, Crypto, and America's Technology Future
“GPU manufacturer facing competition from Huawei's Ascend chips; subject to Biden diffusion rule requiring government pre-approval for sales”
Bloomberg Daybreak: US Edition · Jul 16, 2026
US Bombs Persian Gulf Supertanker, Warsh: Trump Hasn't Interfered
“Japan planning to purchase 27,000+ Rubin chips for domestic AI model development to reduce foreign technology reliance”
All TWiT.tv Shows (Audio) · Jul 16, 2026
Intelligent Machines 879: Alex Karp, Alex Karp, Alex Karp
“Developing Nemotron open-weight models; mentioned as potential sovereign AI provider”
Charles Payne's Unstoppable Prosperity Podcast · Jul 16, 2026
Charles’ Take: Buy the Semiconductor Dip or Run for Cover?
“Referenced as example of previously 'overcrowded' stock that justified its valuation; utilizes Taiwan Semi chips”
The Information's TITV · Jul 15, 2026
On the Ground at UBS’ Private AI, Software and Internet Conference | Menlo Park
“GPU shortage driving startups to alternative cloud providers; chips remain scarce and expensive across all providers”
All-In with Chamath, Jason, Sacks & Friedberg · Jul 15, 2026
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
“Discussed as company that dominated Intel through GPU evolution from graphics to general-purpose computing and AI applications”
The Vergecast · Jul 15, 2026
Were we too nice to the Steam Machine?
“GPU manufacturer referenced regarding high-end graphics card costs and performance tiers”
Better Offline · Jul 15, 2026
AI Made Everything Expensive (ft. GamersNexus)
“Drives 55-65% of global HBM demand; controls single point of failure for entire AI infrastructure ecosystem; delayed consumer GPU refresh due to memory costs”
Coin Stories with Natalie Brunell · Jul 14, 2026
Julian Liniger: The Surprising Truth About Who's Buying Bitcoin
“AI chip company mentioned as beneficiary of retail capital rotation away from Bitcoin during AI hype cycle”
WSJ's Take On the Week · Jul 12, 2026
Are Corporate Earnings in a Bubble? This Quarter Is a Test
“Semiconductor company benefiting from immediate revenue recognition on chip sales while buyers face depreciation expenses over uncertain timeframes”
TechLinked · Jul 11, 2026
Nvidia’s GeForce Trading Cards, EU Chat Control Vote, Claude Reflect + more!
“Released GeForce trading cards celebrating gaming history; RTX 5090 SE rumors debunked as incompatible specifications from unreliable source”
Charles Payne's Unstoppable Prosperity Podcast · Jul 11, 2026
Charles’ Take: Why Tech Stocks and Smart Bets Are Ready to Booming
“Implied as part of Magnificent 7 stocks experiencing underperformance relative to broader market”
Mad Money w/ Jim Cramer · Jul 10, 2026
Mad Money w/ Jim Cramer 7/10/26
“Part of Magnificent Seven; example of high-growth technology company with scaling ability”
World Business Report · Jul 10, 2026
Still in the game?
“Transitioned from gaming as primary customer to AI industry; GPU competition driving gaming hardware cost inflation”
Big Technology Podcast · Jul 10, 2026
OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating At Brown
“Mentioned in context of Palantir's open model strategy based on NVIDIA infrastructure”
CoinDesk Podcast Network · Jul 10, 2026
Backpack Launches 24/7 US Equity Trading for International Investors
“Referenced via CEO Jensen Huang's quote about building on American tech stack”
Founders · Jul 10, 2026
#424 Peter Thiel on How to Build a Creative Monopoly
“Jensen Huang's 33-year tenure demonstrates that company value often accrues 25-30 years into future, not initial 10-15 years”
The Last Invention is AI · Jul 10, 2026
Atlas Closes Doors; MuseSpark Opens New Ones
“AI accelerators powered by high bandwidth memory produced by SK Hynix and Samsung”
The Daily AI · Jul 10, 2026
Atlas Closure in Today’s AI Landscape
“AI accelerators powered by high-bandwidth memory produced by SK Hynix, Samsung, and Micron”
The AI Podcast · Jul 10, 2026
The Chapter Closes on Atlas; MuseSpark Launches
“AI accelerators powered by high bandwidth memory from SK Hynix and Samsung”
Personal AI · Jul 10, 2026
Personal Insights on Atlas Closure and MuseSpark
“AI accelerators powered by high bandwidth memory from SK Hynix, Samsung, and Micron”
No Priors AI · Jul 10, 2026
No Prior Warning: Atlas Ends, MuseSpark Arrives
“AI accelerators powered by high bandwidth memory from SK Hinnix and Samsung”
Motley Fool Money · Jul 10, 2026
What History Teaches Us About Today’s Market
“Discussed as dominant GPU supplier facing custom chip competition but positioned for robotics growth; Jensen Huang's leadership highlighted”
Latent Space AI · Jul 10, 2026
Exploring the Shutdown of Atlas Today
“AI accelerators powered by high bandwidth memory produced by SK Hynix, Samsung, and Micron”
Global News Podcast · Jul 10, 2026
OpenAI Closes Atlas: Global Impact
“AI accelerators powered by high bandwidth memory chips from SK Hynix and Samsung”
Claude AI · Jul 10, 2026
Atlas' Closure: A Turning Point in AI
“AI accelerators powered by high bandwidth memory produced by SK Hynix and Samsung”
ChatGPT News · Jul 10, 2026
Atlas Ends as MuseSpark Begins New Era
“AI accelerators powered by high bandwidth memory chips from SK Hynix and Samsung”
Building AI: News on OpenAI's ChatGPT, Anthropic's Claude, Google Gemini and xAI's Grok · Jul 10, 2026
Exploring Atlas’ Closure Amid MuseSpark’s Arrival
“AI accelerators powered by high bandwidth memory produced by SK Hynix, Samsung, and Micron”
Anthropic · Jul 10, 2026
Why OpenAI Ended Atlas: A Deep Dive
“AI accelerators powered by high bandwidth memory produced by SK Hynix and Samsung”
AI Breakdown · Jul 10, 2026
The End of Atlas and MuseSpark's Debut
“AI accelerators powered by high bandwidth memory from SK Hynix and Samsung, central to data center infrastructure demand”
The AI Daily Brief: Artificial Intelligence News and Analysis · Jul 10, 2026
ChatGPT Just Became a Work Agent
“Meta's custom chips designed to reduce spending on NVIDIA GPUs for inference workloads”
Tech Brew Ride Home · Jul 10, 2026
The New GPT
“Major customer of SK Henix's high-bandwidth memory; world's most valuable company driving AI chip demand”
Bloomberg This Weekend · Jul 10, 2026
Special Edition: SK Hynix Debuts in US, Opens 14% Above Offer Price
“Primary customer of SK Hynix HBM technology; 57% of SK Hynix HBM supply goes to NVIDIA for AI data centers”
Bloomberg Tech · Jul 10, 2026
SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price
“Primary customer of SK Hynix HBM chips; company's AI GPU demand directly drives memory supplier growth”
Squawk Pod · Jul 10, 2026
SK Hynix Hits the Nasdaq & Talking FIFA with Men in Blazers 7/10/26
“Primary customer of SK Hynix HBM chips; mentioned as key driver of memory demand and pricing dynamics”
Bloomberg Surveillance · Jul 10, 2026
Bloomberg Surveillance TV: July 10th, 2026
“Worst performing stock in SOX index YTD despite strong fundamentals; subject of sell rating due to valuation already pricing in future growth”
The Vergecast · Jul 10, 2026
Netflix is turning into YouTube
“Jinju Wu from automotive division discussed in upcoming Decoder episode about self-driving cars and reasoning models”
The Compound and Friends · Jul 10, 2026
The Real Ticking Time Bomb with Michael Cembalest
“GPU supplier facing competition from hyperscaler proprietary accelerators; forward P/E at 18-20x reflects market skepticism”
All-In with Chamath, Jason, Sacks & Friedberg · Jul 10, 2026
Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs
“Referenced as the incumbent GPU provider facing competition from Cerebras and as a company exploring open source models.”
Better Offline · Jul 8, 2026
Trashfuture x Better Offline: Goosed In The Shell
“Jensen Huang's $400-500B annual GPU revenue forecast cited as basis for AI CapEx demand projections.”
All-In with Chamath, Jason, Sacks & Friedberg · Jul 3, 2026
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
“Partnered with Palantir; revealed open-source Nemotron model as full-stack AI play amid chip competition threats.”
Better Offline · Jul 3, 2026
Monologue: Meta Admits It Bought Too Many GPUs
“Reportedly offering financial backstops to GPU cloud renters in exchange for revenue share, signalling weak organic demand.”
Future Ready Leadership With Jacob Morgan · Jul 1, 2026
Companies Put Limits on AI Spending, Ford Rehires Humans, and Palantir's Alex Karp Calls Out the AI Vendors
“Partnered with Palantir to integrate Nemetron AI models into sovereign AI platform for secure enterprise deployment”
TBPN · Jun 30, 2026
America's Tech Wishlist, Comcast Splits in Two, Tristan Thompson in the Ultradome | Zach Laberge, Gavin Uberti, Eren Bali, Larsen Jensen, Ricky Rosa, Andrew Rea, Michael Anderson, Tristan Thompson, Grant Gregory & Ian Rountree
“Referenced as the incumbent Etched is competing against; several Etched platform team members are former Nvidia employees.”