387. Jensen’s Affair Will BURST Nvidia's AI Bubble! —Will RAM Pricing DROP Soon? | Ed Zitron
Om avsnittet
Ed Zitron joins to breakdown Nvidia’s Crisis, the AI Bubble popping, and Anthropic going public.
[SPON: Use “brokensilicon” to save on MinisForum’s M2 Pro MiniPC: https://tidd.ly/3WY5TDX ]
[SPON: JLCPCB provides seamless workflows, transparent pricing, HDI PCB Services, and new users can get over $100 OFF in coupons: https://jlcpcb.com/?from=Moore2 ]
[SPON: 28% OFF MS Software w/ “brokensilicon” during CDkeyOffer Black Friday Sale: https://www.cdkeyoffer.com/cko/Moore11 ]
0:00 Jensen Huang's Affair & Smuggling Rings
16:27 Will Jensen Huang get fired?
54:23 AI leadership live in a bubble
58:20 Anthropic’s IPO & Cancelling Long-Term Agreements
1:06:25 Who will survive? When will Prices come down?
MAJOR SPONSORS:
Get BIG DEALS if you support MLID at Microcenter: https://micro.center/brokensilicon
CDkeyoffer Cheap Windows & Gaming Keys:
Win 11 Pro ($26): https://www.cdkeyoffer.com/cko/Moore11
Office 2024($21): https://www.cdkeyoffer.com/co/Moore2024
Win11 Home ($25): https://www.cdkeyoffer.com/cko/Moore11h
Win 10 Pro ($20): https://www.cdkeyoffer.com/cko/Moore10
Win LTSC 2021($18): https://www.cdkeyoffer.com/cko/MooreLT
Office 2016 ($34): https://www.cdkeyoffer.com/cko/Moore16
Office 2019 ($53): https://www.cdkeyoffer.com/cko/Moore19
25% software discount code: brokensilicon
Buy MS Win 11 Pro OEM KEY GLOBAL at:https://www.cdkeyoffer.com/
Use code "brokensilicon" to save $35 at MinisForum: https://shrsl.com/4n656
Patreon: https://www.patreon.com/MooresLawIsDead
US Amazon Affiliate Link: https://amzn.to/3ABOcPl
UK Amazon Affiliate Link: https://amzn.to/4l31DtV
DE Amazon Affliliate Link: https://amzn.to/3LqVw5R
Cash App Donations: $MooresLawisDead
Address Fan Mail to:
Moore's Law Is Dead,
PO Box 60632
Nashville, TN 37206
Broken Silicon [A PC Hardware Podcast] is available on ALL platforms.
https://podcasts.apple.com/us/podcast/broken-silicon/id1467317304
https://open.spotify.com/show/6cdnW7YoDQJQy0g2CamWw2
Twitter: https://twitter.com/mooreslawisdead
All Music by SAHARA:
https://soundcloud.com/saharasuck
https://www.youtube.com/channel/UCffKc6rhZTkCLNtf4hyxwsg
Broken Silicon Logo by Tom.
Broken Silicon burning graphic by Tom & Sulphurous:
https://twitter.com/Sulphurous11
2021 Video Intro by Tom & abstractrealism on the MLID Discord
LINKS!!!!!!:
Check out Ed: https://www.wheresyoured.at/
Last time Ed was on: https://youtu.be/WTRQJvzmJrs
MLID AI Bubble & US Election Analysis: https://youtube.com/live/7qtK0BnBI84
https://www.straitstimes.com/world/united-states/nvidia-ceo-jensen-huang-sued-over-disclosures-related-to-suspected-chinese-spy
https://x.com/firstadopter/status/2119528585837056157
https://nvidianews.nvidia.com/news/statement-from-nvidia-board-of-directors
https://www.wired.com/story/nvidia-ceo-jensen-huang-hired-a-pr-firm-known-for-handling-sex-scandals-last-year/
https://www.nytimes.com/2026/11/03/us/google-search-schools-restrict-ai.html
https://x.com/polymarket/status/2118761901215891907
https://x.com/polymarket/status/2118707077333791168
https://newsletter.semianalysis.com/p/nvidias-plans-to-crush-competition
https://www.reuters.com/business/finance/alice-huang-chinese-businesswoman-tied-nvidia-ceo-went-finance-chips-2026-11-10/
https://arstechnica.com/tech-policy/2026/08/nvidia-senior-manager-linked-to-supermicro-scheme-smuggling-ai-servers-to-china/
https://www.cnbc.com/2026/11/09/nvidia-jensen-huang-affair-congress-scrutiny.html
https://youtu.be/X9I_u9w_N4s?si=ac3wRkK2aXcRGOQB
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Fler avsnitt
Visa alla avsnitt av Broken SiliconBroken Silicon med Moore's Law Is Dead, Bleav finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.