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 CEO 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.
Kirsten Korosec is a reporter and editor who has covered the future of transportation from EVs and autonomous vehicles to urban air mobility and in-car tech for more than a decade. She is currently the transportation editor at TechCrunch and co-host of TechCrunch’s Equity podcast. She is also co-founder and co-host of the podcast, “The Autonocast.” She previously wrote for Fortune, The Verge, Bloomberg, MIT Technology Review and CBS Interactive.
You can contact or verify outreach from Kirsten by emailing kirsten.korosec@techcrunch.com or via encrypted message at kkorosec.07 on Signal.
Anthony Ha is TechCrunch’s weekend editor. Previously, he worked as a tech reporter at Adweek, a senior editor at VentureBeat, a local government reporter at the Hollister Free Lance, and vice president of content at a VC firm. He lives in New York City.
You can contact or verify outreach from Anthony by emailing anthony.ha@techcrunch.com.
Sean O’Kane is a reporter who has spent a decade covering the rapidly-evolving business and technology of the transportation industry, including Tesla and the many startups chasing Elon Musk. Most recently, he was a reporter at Bloomberg News where he helped break stories about some of the most notorious EV SPAC flops. He previously worked at The Verge, where he also covered consumer technology, hosted many short- and long-form videos, performed product and editorial photography, and once nearly passed out in a Red Bull Air Race plane.
You can contact or verify outreach from Sean by emailing sean.okane@techcrunch.com or via encrypted message at okane.01 on Signal.
