Is AI a bubble or necessary infrastructure?

AI companies are spending so much on infrastructure that Nvidia's data center business now brings in nearly $50 billion. But is this sustainable growth or just the latest tech mania? And should we even be calling it a "bubble" when the belief in AI's future is what's holding the whole ecosystem together? 

This week on Equity, Kirsten Korosec, Anthony Ha, and Sean O'Kane dig into Nvidia's massive earnings beat, the circular economy of AI infrastructure spending, and whether Jensen Huang's optimistic vision of AI agents handling everything in our daily lives can justify the investment. 

Listen to the full episode to hear about: 

• Jeff Bezos newest venture, an AI startup called Project Prometheus. 

• Suno's $2.5 billion valuation and $200 million raise despite facing lawsuits from three major music labels and what it says about investor confidence in AI music 

• Waymo's expansion to new cities and approval to hit the freeways. As well as updates on Zoox and Tesla.  

• Nvidia's 62% year-over-year revenue growth hitting $57 billion, and why their data center dominance makes them uniquely positioned in the AI ecosystem 

Subscribe to Equity on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. 

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