Tag: Nvidia
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Zuck Cheats on Jensen: The Silicon Valley Herd Just Decided Nvidia is Optional
Tech Talk Nov 25, 2025The news that Meta is planning to buy Google’s AI chips is the signal that the NVIDIA infinite growth narrative is dead. Here is the breakdown of why the whales like OpenAI and Meta are ditching Nvidia for Google TPUs and custom silicon, and why the AI bubble is about to leave Larry Ellison holding the bag in 2026 - 2027.
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The Dangerous "Nvidia Made Record Q3, AI Bubble Fears Over" Narrative
Tech Talk Nov 20, 2025Nvidia's latest earnings report has sparked a dishonest new narrative: that the AI bubble fears were unfounded. This ignores the reality of how enterprise hardware buying actually works. We are looking at a receipt for panic-buying that happened in late 2024, not proof of sustainable demand today. The numbers are massive, but they are fueled by a closed loop of cloud credits and vendor financing, not organic profit.