Nvidia reported another massive quarter this week with $46.7 billion in revenue, a 56% year-over-year increase driven almost entirely by AI demand. But despite CEO Jensen Huang’s bold prediction of $3 trillion to $4 trillion in global AI infrastructure spending in the next five years, the stock slid as investors questioned how long this kind of growth can last.
Today on Equity, Kirsten Korosec, Max Zeff, and Anthony Ha dive into Nvidia’s earnings and what the market’s response reveals about investor confidence in the AI boom’s longevity.
Listen to the full episode to hear:
- Who made the cut for the 2025 Startup Battlefield 200, and how Equity’s hitting the stage at this year’s TechCrunch Disrupt
- OpenAI and Anthropic’s rare AI safety testing collaboration, despite recent moves to cut each other off from their APIs
- RoboMart’s new autonomous delivery robot, which could challenge Uber Eats with $3 flat fees
- Why the U.S. government’s potential 10% stake in Intel might not be the salvation the chipmaker needs
- How venture capital firms like a16z are flooding Washington, D.C. with lobbying dollars, outspending entire industry groups
As always, Equity will be back for you next week, so don’t miss it!
Equity is TechCrunch’s flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday.
Subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.
Theresa Loconsolo is an audio producer at TechCrunch focusing on Equity, the network’s flagship podcast. Before joining TechCrunch in 2022, she was one of 2 producers at a four-station conglomerate where she wrote, recorded, voiced and edited content, and engineered live performances and interviews from guests like lovelytheband. Theresa is based in New Jersey and holds a bachelors degree in Communication from Monmouth University.
You can contact or verify outreach from Theresa by emailing [email protected].
Anthony Ha is TechCrunch’s weekend editor. Previously, he worked as a tech reporter at Adweek, a senior editor at VentureBeat, a local government reporter at the Hollister Free Lance, and vice president of content at a VC firm. He lives in New York City.
Kirsten Korosec is a reporter and editor who has covered the future of transportation from EVs and autonomous vehicles to urban air mobility and in-car tech for more than a decade. She is currently the transportation editor at TechCrunch and co-host of TechCrunch’s Equity podcast. She is also co-founder and co-host of the podcast, “The Autonocast.” She previously wrote for Fortune, The Verge, Bloomberg, MIT Technology Review and CBS Interactive.
You can contact or verify outreach from Kirsten by emailing [email protected] or via encrypted message at kkorosec.07 on Signal.
Maxwell Zeff is a senior reporter at TechCrunch specializing in AI. Previously with Gizmodo, Bloomberg, and MSNBC, Zeff has covered the rise of AI and the Silicon Valley Bank crisis. He is based in San Francisco. When not reporting, he can be found hiking, biking, and exploring the Bay Area’s food scene.
You can contact or verify outreach from Maxwell by emailing [email protected] or via encrypted message at mzeff.88 on Signal.
