Nvidia, OpenAI & The Risk No One’s Talking About

LISTEN and SUBSCRIBE on: Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on: https://www.youtube.com/@WatchdogOnWallstreet/featured Nvidia’s cash flow is soaring, AI spending is exploding—and some Wall Street vets are getting déjà vu. In this episode: Why today’s AI frenzy looks eerily similar to the dot-com bubble’s vendor financing schemes How Nvidia’s $100B OpenAI deal is structured—and why it’s different (but not risk-free) The regulatory roadblocks that could trip up Big Tech’s AI dominance Why AI isn’t going anywhere—but the winners and losers aren’t clear yet AI is here to stay. But the question is—are we building a revolution, or another bubble?