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387. Jensen’s Affair Will BURST Nvidia's AI Bubble! —Will RAM Pricing DROP Soon? | Ed Zitron

11.11.2026 · 1 Std. 22 Min.

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Ed Zitron joins to breakdown Nvidia’s Crisis, the AI Bubble popping, and Anthropic going public.
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0:00 Jensen Huang's Affair & Smuggling Rings
16:27 Will Jensen Huang get fired?
54:23 AI leadership live in a bubble
58:20 Anthropic’s IPO & Cancelling Long-Term Agreements
1:06:25 Who will survive? When will Prices come down?

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LINKS!!!!!!:
Check out Ed: https://www.wheresyoured.at/
Last time Ed was on: https://youtu.be/WTRQJvzmJrs
MLID AI Bubble & US Election Analysis: https://youtube.com/live/7qtK0BnBI84
https://www.straitstimes.com/world/united-states/nvidia-ceo-jensen-huang-sued-over-disclosures-related-to-suspected-chinese-spy
https://x.com/firstadopter/status/2119528585837056157
https://nvidianews.nvidia.com/news/statement-from-nvidia-board-of-directors
https://www.wired.com/story/nvidia-ceo-jensen-huang-hired-a-pr-firm-known-for-handling-sex-scandals-last-year/
https://www.nytimes.com/2026/11/03/us/google-search-schools-restrict-ai.html
https://x.com/polymarket/status/2118761901215891907
https://x.com/polymarket/status/2118707077333791168
https://newsletter.semianalysis.com/p/nvidias-plans-to-crush-competition
https://www.reuters.com/business/finance/alice-huang-chinese-businesswoman-tied-nvidia-ceo-went-finance-chips-2026-11-10/
https://arstechnica.com/tech-policy/2026/08/nvidia-senior-manager-linked-to-supermicro-scheme-smuggling-ai-servers-to-china/
https://www.cnbc.com/2026/11/09/nvidia-jensen-huang-affair-congress-scrutiny.html
https://youtu.be/X9I_u9w_N4s?si=ac3wRkK2aXcRGOQB


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