The Bleeding Edge Podcast cover image

Weekly AI Brief 28 November 2025

The Bleeding Edge Podcast

00:00

NVIDIA Valuation and Market Concentration

Emil outlines NVIDIA's $5T milestone, the South Korea Blackwell order, and revenue concentration risks among hyperscalers.

Play episode from 05:11
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app