
Nvidia, OpenAI & The Risk No One’s Talking About
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Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i
WATCH and SUBSCRIBE on:
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Nvidia’s cash flow is soaring, AI spending is exploding—and some Wall Street vets are getting déjà vu. In this episode:
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 schemes
- How 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 dominance
- Why AI isn’t going anywhere—but the winners and losers aren’t clear yet
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