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Jim Zelter

Mentioned in 1 analyzed podcast episode across 1 show

Appears On

Episode Appearances

TBPN · Aug 12, 2026

Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s “Shortcut” to $1T Payday | Diet TBPN

“Cited $8 trillion in expected AI infrastructure capital investment as part of Nvidia's financing roundtable.”

Nvidia $500B AI Infrastructure Financing PackageAI Compute Asset-Backed Securities and CDO StructuresGPU Depreciation Insurance as Bank Collateral