Episode Details

Nvidia crushed expectations, but are they financing demand for their own products? Nvidia's blockbuster quarterly results beat estimates, but the real story is far more complex—the company just orchestrated a half-trillion-dollar capital raise with Apollo, BlackRock, and KKR to fuel infrastructure buildout. We're breaking down whether this is brilliant project finance or a circular scheme that's too good to be true, plus Claude gets a browser, Salesforce surrenders control, and Bill Gates is genuinely alarmed.