{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Limitless: An AI Podcast","title":"The NVIDIA Bank: Jensen's $500B Wall Street Deal and GPUs as an Asset Class","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/75d435a9\"></iframe>","width":"100%","height":180,"duration":1837,"description":"We unpack the massive $500 billion financing commitment tied to NVIDIA GPUs. Does this represent a new financing structure or a circular trade?\nWe also cover the risks around AI demand, GPU pricing, and whether this approach could reshape how AI infrastructure is funded.\n------\n🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒\nhttps://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless\n------\n🌌 LIMITLESS HQ ⬇️\nNEWSLETTER:    https://limitlessft.substack.com/\nFOLLOW ON X:   https://x.com/LimitlessFT\nSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ\nAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890\nRSS FEED:           https://limitlessft.substack.com/\n------\nTIMESTAMPS\n0:00 AI Bubble or New Asset Class\n2:09 Jensen Orchestrates the $500B Deal\n3:17 How the GPU Financing Works\n9:38 Where the Money Comes From\n11:32 GPUs vs Mortgage-Backed Securities\n14:04 Why Supply Still Looks Tight\n19:28 Agents Drive Near-Term Demand\n20:36 The Bear Case Risks\n22:50 Tracking the Real Warning Signs\n25:01 Why the Bull Case Still Holds\n28:52 NVIDIA and the GPU Future\n------\nRESOURCES\nJosh: https://x.com/JoshKale\nEjaaz: https://x.com/cryptopunk7213\n------\nNot financial or tax advice. See our investment disclosures here:\nhttps://www.bankless.com/disclosures⁠\nJosh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.","thumbnail_url":"https://img.transistorcdn.com/9Lu_z789-IzrmA97ogEUWzbSPY69Dj70clUckomsGq8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iYjA3/N2UyODc0NjIzZWFh/NWU2ZDBjODE3MTQ0/ZTJmYy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}