333. Nvidia's RTX 6090 Pivot? AI Bubble Timing & Intel Q3 Earnings | Prof G Markets
Ed Elson of the Professor Galloway Markets podcast joins to discuss Nvidia vs AMD in laptop, Intel’s future, and what will pop the AI Bubble! 00:00 Meeting Ed Elson, being honest and saying it how it is 8:28 Intel’s earnings, AI power/efficiency 24:22 Can America win AI just by spending more 31:09 The AI bubble 40:52 Dotcom bubble vs AI 46:17 Arguments against the AI bubble 51:09 How does the bubble pop 1:05:46 What will happen when it pops 1:18:42 Nvidia’s next pivot Check out Prof G Markets: https://www.youtube.com/@TheProfGPod https://futurism.com/artificial-intelligence/aws-outage-amazon-fired-workers-ai https://www.intc.com/news-events/press-releases/detail/1753/intel-reports-third-quarter-2025-financial-results https://x.com/mooreslawisdead/status/1981828635104264557 https://www.tipranks.com/news/amd-promises-mi450-will-be-the-best-solution-available-on-the-market-should-nvidia-be-scared https://www.cnbc.com/2025/08/22/intel-goverment-equity-stake.html https://www.youtube.com/watch?v=Oeepx2ZLrCA
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Show Notes
Ed Elson of Scott Galloway’s Markets Podcast joins to discuss the AI Bubble bursting, how that would affect Nvidia, and Intel’s future…
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[SPON: "brokensilicon“ at CDKeyOffer = $23 Win11 Pro: https://www.cdkeyoffer.com/cko/Moore11 ]
00:00 Why does legacy media struggle to be authentic?
8:28 Intel’s Q3 Earnings Pop – Low Expectations?
24:22 Can America win AI just by spending more? (No Seriously)
31:09 AI Bubble Explained
40:52 Dotcom Bubble vs AI Bubble
46:17 Are we just Edgelord Haters?
51:09 How will the Bubble BURST?
1:05:46 Who will suffer from AI Bursting?
1:18:42 Nvidia Buying Intel, Jensen's RTX 6090 Pivot?
Check out Prof G Markets: https://www.youtube.com/@TheProfGPod
https://futurism.com/artificial-intelligence/aws-outage-amazon-fired-workers-ai
https://www.intc.com/news-events/press-releases/detail/1753/intel-reports-third-quarter-2025-financial-results
https://x.com/mooreslawisdead/status/1981828635104264557
https://www.tipranks.com/news/amd-promises-mi450-will-be-the-best-solution-available-on-the-market-should-nvidia-be-scared
https://www.cnbc.com/2025/08/22/intel-goverment-equity-stake.html
https://www.youtube.com/watch?v=Oeepx2ZLrCA
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