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Nvidia, OpenAI & The Risk No One’s Talking About

EPISODE · Sep 23, 2025 · 6 MIN

Nvidia, OpenAI & The Risk No One’s Talking About

from Watchdog on Wall Street with Chris Markowski · host Finance, Investing, & Markets

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Nvidia’s cash flow is soaring, AI spending is exploding—and some Wall Street vets are getting déjà vu. In this episode:Why today’s AI frenzy looks eerily similar to the dot-com bubble’s vendor financing schemesHow Nvidia’s $100B OpenAI deal is structured—and why it’s different (but not risk-free)The regulatory roadblocks that could trip up Big Tech’s AI dominanceWhy AI isn’t going anywhere—but the winners and losers aren’t clear yetAI is here to stay. But the question is—are we building a revolution, or another bubble?

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Nvidia, OpenAI & The Risk No One’s Talking About

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