Part Three: NVIDIA Isn't Enron - So What Is It?
Better Offline19 Des 2025

Part Three: NVIDIA Isn't Enron - So What Is It?

In part three of this week's three-part NVIDIA series, Ed Zitron walks you through why there are millions of Blackwell GPUs sitting in warehouses, and why AI’s lack of any profits makes NVIDIA’s future entirely dependent on endless debt and venture capital.

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Episoder(216)

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2 Apr 20251h

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Monologue: We Need To Talk About CoreWeave

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