The Cloudcast cover image

AI & Cloud Trends for September 2025

The Cloudcast

00:00

Will Jensen and NVIDIA Know the Winning Consumer Product?

Brian and Brandon debate whether NVIDIA's investments are speculative cheerleading or strategic bets on future consumer winners.

Play episode from 38:40
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