What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin)
The Rundown23 Nov 2025

What Nvidia’s Perfect Quarter, Google Gemini 3, and Interest Rates Reveal About the AI Trade (ft. Doug O'Laughlin)

Is the AI trade cooling off, or is this the calm before an even more explosive phase of the build-out? Zaid sits down with Doug O’Loughlin, President at SemiAnalysis, to break down Nvidia's earnings report, why AI spending might actually accelerate from here, how Google’s Gemini 3 and in-house TPUs have suddenly shifted the competitive landscape, and why founders like Zuck are willing to pour billions into GPUs even as investors panic.

They dive into the real useful life of Nvidia chips, whether OpenAI’s shine is fading, how rate cuts fuel the “AI party,” and what happens when hyperscalers start borrowing real money to ramp capex. Plus: why Oracle might actually be betting the company, and Doug’s call on when OpenAI could IPO.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(711)

Banks Deliver Mixed Bag of Earnings, Tesla Postpones Robotaxi Event

Banks Deliver Mixed Bag of Earnings, Tesla Postpones Robotaxi Event

Stock market update for July 12, 2024.

12 Jul 20247min

June Inflation Falls for First Time Since 2020, Pfizer Inches Closer to Weight-Loss Pill

June Inflation Falls for First Time Since 2020, Pfizer Inches Closer to Weight-Loss Pill

Stock market update for July 11, 2024.

11 Jul 20247min

Microsoft and Apple Drop OpenAI Board Roles, TSMC Sales Surge on AI Demand

Microsoft and Apple Drop OpenAI Board Roles, TSMC Sales Surge on AI Demand

Stock market update for July 10, 2024. Get started with Public: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The content of the podcast is for general and information...

10 Jul 20246min

Tesla on Track for 10th Straight Day of Gains, Disney to Launch New Cruise Line in Tokyo

Tesla on Track for 10th Straight Day of Gains, Disney to Launch New Cruise Line in Tokyo

Stock market update for July 9, 2024. Get started with Public: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The content of the podcast is for general and information...

9 Jul 20245min

Eli Lilly Acquires Bowel Disease Drug Developer for $3.2B, Boeing Pleads Guilty to Felony Charge

Eli Lilly Acquires Bowel Disease Drug Developer for $3.2B, Boeing Pleads Guilty to Felony Charge

Stock market update for July 8, 2024. Get started with Public: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The content of the podcast is for general and informational...

8 Jul 20246min

Tesla Approved as Government Vehicle in China, Bezos to Sell More Amazon Stock

Tesla Approved as Government Vehicle in China, Bezos to Sell More Amazon Stock

Stock market update for July 5, 2024.

5 Jul 20247min

Paramount to Merge with Skydance, Southwest Adopts 'Poison Pill' to Fend Off Activist Investor

Paramount to Merge with Skydance, Southwest Adopts 'Poison Pill' to Fend Off Activist Investor

Stock market update for July 3, 2024.

3 Jul 20246min

Tesla Beats Q2 Delivery Estimates, Cruise Ship Stocks Threatened By Hurricane Beryl

Tesla Beats Q2 Delivery Estimates, Cruise Ship Stocks Threatened By Hurricane Beryl

Stock market update for July 2, 2024.

2 Jul 20247min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-skravla-gar
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
pengesnakk
rss-pa-konto
utbytte
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
rss-sunn-okonomi
morgenkaffen-med-finansavisen
liberal-halvtime
rss-markedspuls-2
lederpodden
okonomiamatorene