Better Offline

Part Three: NVIDIA Isn't Enron - So What Is It?

Dec 19, 2025 · 33 min · 32.1 MB
0:00-33:18

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In part three of this week's three-part NVIDIA series, Ed Zitron walks you through why there are millions of Blackwell GPUs sitting in warehouses, and why AI’s lack of any profits makes NVIDIA’s future entirely dependent on endless debt and venture capital.

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