Broken Silicon 333. Nvidia's RTX 6090 Pivot? AI Bubble Timing & Intel Q3 Earnings | Prof G Markets
7 snips
Oct 28, 2025 
Ed Elson, co-host of the Prof G Markets podcast and a sharp markets commentator, dives into the intricacies of the tech landscape. He discusses the potential bursting of the AI bubble, highlighting how circular financing mirrors past tech bubbles. Elson shares insights on Intel's Q3 earnings, noting its reliance on government support. He explores Nvidia's pivot strategies, considering its future in laptop CPUs and potential acquisitions. Tune in for a deep analysis of what could shake the AI market and who might face the biggest fallout.
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Episode notes
Efficiency, Not Capacity, Is The Core AI Battle
- The real AI frontier is efficiency, not raw capacity.
- Elson highlights China building models using far fewer chips and far less energy than U.S. counterparts.
Edison vs. Tesla Analogy For Capital Wins
- Tom compares AI spending posturing to Edison outspending Tesla in the electricity rivalry.
- The analogy shows brute-force capital can win short-term fights even if not most efficient.
The Circular Money Loop Inflates AI Revenue
- Much AI revenue is circular: investors buy into startups that spend back on their investors' services.
- This circular financing resembles past bubbles and inflates forward earnings estimates.
