▶ 1:51 · $NVDA · Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN

episode briefing

Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN

2026-08-12 · 8 company · 11 thematic

sentiment

4 bull0 bear4 neu

speakers

Co-founder, president and CEO of Nvidia. He has led the company from graphics processors into accelerated computing and AI infrastructure.

john coogan

Co-host of TBPN, a live technology and business show focused on startups, venture capital and Silicon Valley.

jordi hays

Co-host of TBPN, a live technology and business show covering startups, venture capital and Silicon Valley.

quote

“We're going to be constrained for some time and pretty much across the board from chips to memories to packaging to systems, um, photonics, connectors, land, power, construction workers, uh, the whole thing... AI tokens are profitable incr…”

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