NVIDIA's Earnings Reframe the AI Narrative

OpenAI followed Gemini 3 with a major one-two punch, dropping both GPT-5.1 Pro and the new Codex Max coding model, while NVIDIA’s blockbuster earnings smashed lingering AI bubble talk and reinforced the sense that capability curves are still accelerating across the stack. Today’s episode breaks down what the new models actually do, why compaction matters, how early testers are reacting, how NVIDIA reframed the entire AI market in a single earnings call, and why this entire week may mark an inflection point in the narrative around AI progress.

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