The Next Big AI Company Investors NEED to Know About!
Earn Your Leisure
iHeartPodcasts
4.8 • 7.8K Ratings
🗓️ 26 November 2025
⏱️ 35 minutes
🧾️ Download transcript
Summary
Is the AI power balance shifting? In this episode, we break down the next big AI company the world needs to pay attention to — and whether Google’s newest AI moves are finally putting pressure on Nvidia’s dominance. With trillion-dollar companies fighting for computing power, data advantage, and market share, this may be the biggest tech shake-up since the iPhone.
We also explore how Google’s AI takeover strategy works, why Nvidia’s supply chain advantage could be at risk, and what this means for investors over the next decade. If you’re positioning your portfolio for the AI boom, this is the segment you can’t afford to miss.
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Transcript
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| 0:00.0 | This is an IHeart podcast. |
| 0:02.5 | Guaranteed Human. |
| 0:05.2 | This episode is brought to you by PNC Bank. |
| 0:08.2 | A lot of people think podcasts about work are boring. |
| 0:11.2 | And sure, they definitely can be. |
| 0:13.5 | But understanding a professional's routine shows us how they achieve their success |
| 0:17.4 | little by little day after day. |
| 0:20.4 | It's like banking with PNC Bank. |
| 0:22.8 | It might seem boring to save plan and make calculated decisions with your bank, |
| 0:27.2 | but keeping your money boring is what helps you live on more happily fulfilled life. |
| 0:32.1 | PNC Bank, brilliantly boring since 1865. |
| 0:36.6 | Brilliantly boring since 1865 is a service mark of the PNC Financial Service Group, Inc. |
| 0:42.3 | PNC Bank, National Association member FDIC. |
| 0:47.2 | So I want to go to something that, you know, is right up there as far as an importance level. |
| 0:53.1 | If you was in the EYO University class, last Thursday, put some fire in the chat. Yeah. I know you |
| 0:59.7 | have spoke about a company, right? And then there was some news that broke on that. So |
| 1:05.8 | talk about that. We're going to give them some window into E.I. University. Just say, |
| 1:10.4 | just give it away |
| 1:11.1 | yeah yeah so one of the things we've been studying obviously is the AI revolution uh we said that |
| 1:16.6 | the AI revolution will be monetized and so we've been breaking this down like to a fundamental |
| 1:22.2 | matter where it's like yeah we know the big, we know the NVIDias of the world, |
| 1:27.9 | and we know the broadcoms of the world, and we know the AMDs. |
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