Squawk on the Street Shutdown Impact on Air Travel, Nvidia CEO on China-U.S. AI Race, Musk $1T Pay Package Vote Watch 11/6/25
Nov 6, 2025
A government shutdown is set to cut flights at major U.S. airports, leading to major air travel disruptions. Nvidia's CEO softens his stance on the U.S.-China AI race, while Tesla shareholders gear up to vote on Musk's staggering $1 trillion pay package. Historical flight disruptions and recessionary layoffs are heating up political discussions. Meanwhile, financial dynamics around AI infrastructure and an M&A bidding war for Metsera are making waves in the market.
AI Snips
Chapters
Books
Transcript
Episode notes
Shutdown Forcing Flight Reductions
- The FAA will cut 10% of flights at 40 major U.S. airports to ease pressure on controllers during the shutdown.
- Jim Cramer warns even a handful of absent controllers can trigger major travel disruption and political backlash.
Developer Mindshare Decides AI Leadership
- Jensen Huang emphasized winning developers worldwide as the path for the U.S. to maintain AI leadership.
- The hosts highlight that developer mindshare, not just hardware, decides which AI ecosystems prevail.
Energy Gives China A Compute Edge
- Energy cost and fast buildout of power (nuclear, solar) are critical advantages for China's AI infrastructure.
- Jensen and David Faber note that lower-priced energy plus subsidies materially shift compute economics.
