AI mania is making Nvidia a lot of money

Equity

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4.2 • 365 Ratings

🗓️ 21 November 2025

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

AI companies are spending so much on infrastructure that Nvidia's data center business now brings in nearly $50 billion. But is this sustainable growth or just the latest tech mania? And should we even be calling it a "bubble" when the belief in AI's future is what's holding the whole ecosystem together? This week on Equity, Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into Nvidia's massive earnings beat, the circular economy of AI infrastructure spending, and whether Jensen Huang's optimistic vision of AI agents handling everything in our daily lives can justify the investment. Listen to the full episode to hear about: Jeff Bezos newest venture, an AI startup called Project Prometheus. Suno's $2.5 billion valuation and $200 million raise despite facing lawsuits from three major music labels and what it says about investor confidence in AI music Waymo's expansion to new cities and approval to hit the freeways. As well as updates on Zoox and Tesla. Nvidia's 62% year-over-year revenue growth hitting $57 billion, and why their data center dominance makes them uniquely positioned in the AI ecosystem Subscribe to Equity on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This is a paid ad by Fidelity Private Shares.
0:03.2	A messy or missing cap table might not just slow you down.
0:05.8	It could cost you your next fundraising round.
0:08.1	Hello and welcome back to Equity, TechRench's flagship podcast about the business of startups.
0:14.5	Today is Friday, November 21st.
0:16.7	I'm Kirsten Koresk, TechRench's transportation editor, and I'm joined by our weekend editor, Anthony Haught, and senior reporter, Sean O'Kane.
0:24.6	Welcome you to.
0:25.6	And I really want to just jump in right now because there's been a controversy that's been
0:29.3	stewing for a while, I feel about the M-Dash.
0:33.2	And specifically because there are people here who really love the M-Dash, but then they felt like it was a signal that ChatGPT was like writing our stuff, which, by the way, for any audience, AI has not used in any way in any of our writing to be clear, full stop.
0:53.4	Anthony, are you an M-Dash lover?
0:55.5	I am an M-Dash lover.
0:57.5	In fact, in the off-chance that our old colleague Henry is listening to this episode,
1:03.1	I mean, Henry is probably just like shaking his fist at his podcasting device because I am incorrigible.
1:11.8	Especially, I think, say, you know, a few years ago, I would have TechCrunch posts that
1:16.2	would have like four M-Dashes in one paragraph, which was insane and bad and not something
1:21.0	you should do.
1:22.1	And I've cut back already because I had editors who told me I used it too much.
1:26.9	But I think for a lot of other people, they started to cut back because there I had editors who told me I used it too much. But I think for a lot of other
1:28.7	people, they started to cut back because there was this whole idea that chat GPT uses m-dashes a lot.
1:35.6	That is like a tell that this is AI generated text. And so the news is that, you know, Sam Altwin
1:41.4	posted that, hey, you can now go into your settings and basically
	...

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