Nvidia reported another massive quarter this week with $46.7 billion in revenue, a 56% year-over-year increase driven almost entirely by AI demand. But despite CEO Jensen Huang’s bold prediction of $3 trillion to $4 trillion in global AI infrastructure spending in the next five years, the stock slid as investors questioned how long this kind of growth can last.
Today on Equity, Kirsten Korosec, Max Zeff, and Anthony Ha dive into Nvidia’s earnings and what the market’s response reveals about investor confidence in the AI boom’s longevity.
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Equity is TechCrunch’s flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday.
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