NVIDIA's Pivot from Chipmaker to Financier

NVIDIA's Pivot from Chipmaker to Financier

SUMMARY: Brian, Brandon, and Aaron discuss news about Nvidia’s reported $105B backing of OpenAI’s Ohio data center and what it implies for GPUs as an “asset class” and enterprise AI. Brian argues Jensen Huang is shifting Nvidia’s narrative from needing the newest chips immediately to portraying GPUs as long-lived, cash-flowing assets that can be financed like bonds, pushing risk onto banks and private equity. Brandon agrees scarcity has extended older GPU usefulness but warns the market could...

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Avsnitt(1092)

Own Your AI Weights or Rent Them?

Own Your AI Weights or Rent Them?

SUMMARY: Brandon and Aaron discuss the pros and cons of owning or renting your model weights. What does that mean for the Enterprise, and what should you be considering? SHOW: 1055 SHOW TRANSCRIPT: Th...

19 Aug 16min

Will OSS Models Take Over?

Will OSS Models Take Over?

SUMMARY: This episode is the second part and explores the flip side of OSS models. Last episode, we discussed the potential decline; this episode, we’ll talk about the potential positive future of OSS...

16 Aug 17min

Are We Seeing The End Of OSS Models?

Are We Seeing The End Of OSS Models?

SUMMARY: In this episode, Aaron and Brandon explore the potential decline of open-source models in AI, discussing market trends, financial challenges, and the future of OSS in the AI landscape. SHOW: ...

12 Aug 17min

The Zitron Bear Case: What's Right, What's Wrong?

The Zitron Bear Case: What's Right, What's Wrong?

SUMMARY: In this episode, Aaron and Brandon tackle the provocative critiques of AI by Ed Zitron, a vocal opponent in the tech industry. They delve into the bear case against AI, exploring both the mer...

9 Aug 16min

Do You Even Need That Trillion-Parameter Model?

Do You Even Need That Trillion-Parameter Model?

SUMMARY: We continue our Models and Money series. In this episode, Brian and Aaron explore the current state and future of AI models, focusing on model size, model harnessing, and intelligent model ro...

5 Aug 15min

AI News of the Month - July 2026

AI News of the Month - July 2026

SUMMARY: Brian Gracely (@bgracely) and Brandon Whichard (@bwhichard) discuss the biggest AI news stories from the month of July 2026. SHOW: 1050 SHOW TRANSCRIPT: The Enterprise AI Show #1050 Transcr...

2 Aug 46min

How AI Stacks are rewriting the Rules of Business

How AI Stacks are rewriting the Rules of Business

SUMMARY: Brian speaks with Dave Vellante, Co-Founder/CEO theCUBE, about how AI is changing the entire tech stack, the evolution of systems of intelligence, and how the competitive landscape is forcing...

29 Juli 40min

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