Nvidia reported one other huge quarter this week with $46.7 billion in income, a 56% year-over-year improve pushed virtually solely by AI demand. However regardless of CEO Jensen Huang’s daring prediction of $3 trillion to $4 trillion in world AI infrastructure spending within the subsequent 5 years, the inventory slid as traders questioned how lengthy this type of development can final.

At the moment on Fairness, Kirsten Korosec, Max Zeff, and Anthony Ha dive into Nvidia’s earnings and what the market’s response reveals about investor confidence within the AI increase’s longevity.

Take heed to the total episode to listen to:

As at all times, Fairness will probably be again for you subsequent week, so don’t miss it!

Fairness is TechCrunch’s flagship podcast, produced by Theresa Loconsolo, and posts each Wednesday and Friday. 

Subscribe to us on Apple Podcasts, Overcast, Spotify and all of the casts. You can also observe Fairness on X and Threads, at @EquityPod. 





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