Hitting The Nvidia Wall

Nvidia is the engine room of the AI moment, but they are struggling a little right now. The stock underwent a massive correction this week, and founder Jensen Huang is reportedly worried that the gravy train is about to end. We used that as an excuse to dive into a few interesting trends going on in AI, Apple's moves, whether the hype is matching the product, and what it all means. Note: we said in this episode that Apple was striking an AI deal with Meta, but now Bloomberg is saying it ain't so. Still, broader point holds. Links Nvidia’s Jensen Huang Is on Top of the World. So Why Is He Worried? – The Information See omnystudio.com/listener for privacy information.