Wall Street Breakfast
Nvidia CEO not so sure China wins AI race
5 min•6 november 2025
Om avsnittet
Jensen Huang backtracked after declaring China the big AI winner. (0:15). ‘Godparents’ say AI already as smart as humans in some areas. (1:01) How to spot an AI bubble about to pop. (1:51)
Show Notes
Snap soars on Perplexity deal
Microsoft’s AI team forms Superintelligence Group
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Show Notes
Snap soars on Perplexity deal
Microsoft’s AI team forms Superintelligence Group
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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