Monologue: NVIDIA's No IT Loads Refused Cash Dump

2026-08-12 · 11 min · 20 entities

episode page audio

Asserted relationships

→ hosted by iHeartPodcasts company

0.40 · ×2

evidence rules-v5
Feed author/publisher: iHeartPodcasts
→ discusses Technology company

0.40 · ×2

evidence rules-v5
Feed category: Technology
→ hosted by Cool Zone Media and iHeartPodcasts company

0.40 · ×2

evidence rules-v5
Feed author/publisher: Cool Zone Media and iHeartPodcasts
→ references BetterOffline website

0.38 · ×2

evidence rules-v5
Link in episode "Monologue: NVIDIA's No IT Loads Refused Cash Dump": https://reddit.com/r/BetterOffline
→ references @Edzitron website

0.38 · ×2

evidence rules-v5
Link in episode "Monologue: NVIDIA's No IT Loads Refused Cash Dump": https://threads.net/@edzitron
→ references wheresyoured.at website

0.38 · ×2

evidence rules-v5
Link in episode "Monologue: NVIDIA's No IT Loads Refused Cash Dump": https://wheresyoured.at/
→ references Edzitron.Com website

0.38 · ×2

evidence rules-v5
Link in episode "Monologue: NVIDIA's No IT Loads Refused Cash Dump": https://bsky.app/profile/edzitron.com
→ references Chloe Radcliffe Cheat person

0.38 · ×2

evidence rules-v5
Link in episode "Monologue: NVIDIA's No IT Loads Refused Cash Dump": https://publictheater.org/performances-jp/2026/c/chloe-radcliffe-cheat
→ references Nvidia Wall Street Asset Managers 500 Billion Ai Push website

0.38 · ×2

evidence rules-v5
Link in episode "Monologue: NVIDIA's No IT Loads Refused Cash Dump": https://cnbc.com/2026/08/10/nvidia-wall-street-asset-managers-500-billion-ai-push.html

Entities found in this episode

websites 10

mentioned BetterOffline website

0.45 · ×2

evidence rules-v5
Link in episode "Monologue: NVIDIA's No IT Loads Refused Cash Dump": https://reddit.com/r/BetterOffline
mentioned @Edzitron website

0.45 · ×2

evidence rules-v5
Link in episode "Monologue: NVIDIA's No IT Loads Refused Cash Dump": https://threads.net/@edzitron
mentioned wheresyoured.at website

0.45 · ×2

evidence rules-v5
Link in episode "Monologue: NVIDIA's No IT Loads Refused Cash Dump": https://wheresyoured.at/
mentioned Edzitron.Com website

0.45 · ×2

evidence rules-v5
Link in episode "Monologue: NVIDIA's No IT Loads Refused Cash Dump": https://bsky.app/profile/edzitron.com
mentioned Nvidia Wall Street Asset Managers 500 Billion Ai Push website

0.45 · ×2

evidence rules-v5
Link in episode "Monologue: NVIDIA's No IT Loads Refused Cash Dump": https://cnbc.com/2026/08/10/nvidia-wall-street-asset-managers-500-billion-ai-push.html
references BetterOffline website

0.38 · ×2

evidence rules-v5
Link in episode "Monologue: NVIDIA's No IT Loads Refused Cash Dump": https://reddit.com/r/BetterOffline
references @Edzitron website

0.38 · ×2

evidence rules-v5
Link in episode "Monologue: NVIDIA's No IT Loads Refused Cash Dump": https://threads.net/@edzitron
references wheresyoured.at website

0.38 · ×2

evidence rules-v5
Link in episode "Monologue: NVIDIA's No IT Loads Refused Cash Dump": https://wheresyoured.at/
references Edzitron.Com website

0.38 · ×2

evidence rules-v5
Link in episode "Monologue: NVIDIA's No IT Loads Refused Cash Dump": https://bsky.app/profile/edzitron.com
references Nvidia Wall Street Asset Managers 500 Billion Ai Push website

0.38 · ×2

evidence rules-v5
Link in episode "Monologue: NVIDIA's No IT Loads Refused Cash Dump": https://cnbc.com/2026/08/10/nvidia-wall-street-asset-managers-500-billion-ai-push.html

companys 7

mentioned iHeartPodcasts company

0.70 · ×2

evidence rules-v5
Feed author/publisher: iHeartPodcasts
mentioned Cool Zone Media and iHeartPodcasts company

0.70 · ×2

evidence rules-v5
Feed author/publisher: Cool Zone Media and iHeartPodcasts
mentioned Technology company

0.50 · ×2

evidence rules-v5
Feed category: Technology
hosted by iHeartPodcasts company

0.40 · ×2

evidence rules-v5
Feed author/publisher: iHeartPodcasts
discusses Technology company

0.40 · ×2

evidence rules-v5
Feed category: Technology
hosted by Cool Zone Media and iHeartPodcasts company

0.40 · ×2

evidence rules-v5
Feed author/publisher: Cool Zone Media and iHeartPodcasts
mentioned NVIDIA company

0.35 · ×2

evidence rules-v5
NVIDIA

persons 2

mentioned Chloe Radcliffe Cheat person

0.45 · ×2

evidence rules-v5
Link in episode "Monologue: NVIDIA's No IT Loads Refused Cash Dump": https://publictheater.org/performances-jp/2026/c/chloe-radcliffe-cheat
references Chloe Radcliffe Cheat person

0.38 · ×2

evidence rules-v5
Link in episode "Monologue: NVIDIA's No IT Loads Refused Cash Dump": https://publictheater.org/performances-jp/2026/c/chloe-radcliffe-cheat

concepts 1

mentioned NVIDIA's No IT Loads Refused Cash Dump concept

0.42 · ×2

evidence rules-v5
Monologue: NVIDIA's No IT Loads Refused Cash Dump

Episode description as stored

In this week's Better Offline monologue, Ed Zitron runs through NVIDIA’s entirely-theoretical $500 billion AI infrastructure partnership with various asset managers, all to keep up with analyst expectations that it will make more than $1.6 trillion in the next three years. Chloe’s Show Cheat - https://publictheater.org/performances-jp/2026/c/chloe-radcliffe-cheat/ - August 19th and 20th News Story: https://www.cnbc.com/2026/08/10/nvidia-wall-street-asset-managers-500-billion-ai-push.html Jensen Huang Tweet: https://x.com/JensenHuang/status/2086934705207959965?s=20 WSJ story on Anthropic IPO: https://www.wsj.com/tech/ai/anthropic-tries-to-shore-up-investor-confidence-ahead-of-blockbuster-ipo-0ff736ad Numbers: Consensus analyst estimates for revenue for the next three years are utterly fucking insane. NVIDIA made about $216 billion dollars in fiscal year 2026 - which ended on January 25th 2026, frustratingly - and analyst expectations have it at $393.7 billion dollars in Fiscal Year 2027, or a little under doubling its revenue year-over-year. In Fiscal Year 2028, expectations are at $565.7 billion dollars, and in Fiscal Year 2029, NVIDIA is expected to make $694 billion dollars. Over 90% of its revenues come from selling GPUs and other data center hardware. I realize that’s a lot of numbers, so I’ll put it simply: NVIDIA is expected to sell over $1.6 trillion dollars’ worth of GPUs by January 2029, and the vast majority of its customers - including hyperscalers - are having to take out hundreds of billions of dollars’ worth of debt to pay for it. Save $10 off a year of my premium newsletter: https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1 - I’d be so grateful! YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to https://cottonbureau.com/people/better-offline and use code FREE99 for free shipping on orders of $99 or more. --- LINKS: https://www.tinyurl.com/betterofflinelinks Newsletter: https://www.wheresyoured.at/ Reddit: https://www.reddit.com/r/BetterOffline/ Discord: chat.wheresyoured.at Ed's Socials: https://twitter.com/edzitron https://www.instagram.com/edzitron https://bsky.app/profile/edzitron.com https://www.threads.net/@edzitron Email Me: ez@betteroffline.com See omnystudio.com/listener for privacy information.