{"id":306663,"date":"2025-11-22T07:25:09","date_gmt":"2025-11-22T07:25:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/306663\/"},"modified":"2025-11-22T07:25:09","modified_gmt":"2025-11-22T07:25:09","slug":"ai-mania-is-making-nvidia-a-lot-of-money","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/306663\/","title":{"rendered":"AI mania is making Nvidia a lot of money"},"content":{"rendered":"<\/p>\n<p id=\"speakable-summary\" class=\"wp-block-paragraph\">AI companies are spending so much on infrastructure that Nvidia\u2019s data center business now brings in nearly $50 billion. But is this sustainable growth or just the latest tech\u00a0mania? And should we even be calling it a \u201cbubble\u201d when the belief in AI\u2019s future is\u00a0what\u2019s\u00a0holding the whole ecosystem together?\u00a0<\/p>\n<p class=\"wp-block-paragraph\">This week on Equity, Kirsten Korosec, Anthony Ha, and Sean O\u2019Kane dig into Nvidia\u2019s massive earnings beat, the circular economy of AI infrastructure spending, and whether CEO Jensen Huang\u2019s optimistic vision of AI agents handling everything in our daily lives can justify the investment.\u00a0<\/p>\n<p class=\"wp-block-paragraph\">Listen to the full episode to hear about:\u00a0<\/p>\n<p class=\"wp-block-paragraph\">Subscribe to Equity on<a href=\"https:\/\/itunes.apple.com\/us\/podcast\/id1215439780\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">\u00a0Apple Podcasts<\/a>,<a href=\"https:\/\/overcast.fm\/itunes1215439780\/equity\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">\u00a0Overcast<\/a>,<a href=\"https:\/\/open.spotify.com\/show\/5IEYLip3eDppcOmy5DmphC?si=rZDFHv2sQUul_g94iCRgpQ\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">\u00a0Spotify<\/a>\u00a0and all the casts. You\u00a0also can\u00a0follow Equity on <a href=\"https:\/\/twitter.com\/EquityPod\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">X<\/a> and <a href=\"https:\/\/www.threads.net\/@equitypod\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Threads<\/a>, at @EquityPod.\u00a0<\/p>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"AI companies are spending so much on infrastructure that Nvidia\u2019s data center business now brings in nearly $50&hellip;\n","protected":false},"author":2,"featured_media":306664,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[182,44973,181,507,61409,1168,4321,6777,158854,74],"class_list":["post-306663","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-ai-startup","tag-artificial-intelligence","tag-artificialintelligence","tag-equity-podcast","tag-jeff-bezos","tag-nvidia","tag-robotaxi","tag-sunos","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/306663","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=306663"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/306663\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/306664"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=306663"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=306663"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=306663"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}