Who's Funding the $11 Trillion AI Buildout?

DNDan Nishball@dnishball JNJordan Nanos@JordanNanos DNDaniel Nishball@dnishball Capital Markets

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010:00Opening 021:48Nvidia's Backstop Universe 036:22The $11T Funding Wall 0417:25Balance Sheet as a Service 0526:27ClusterMAX as Credit Risk 0631:51Why H100 Prices Rose 0743:09Token Profitability 0858:05You Can't Go Back 091:07:25AI Debt vs Auto Loans 101:11:14Inside Nvidia's Backstops

Transcript

Transcript coming soon. Every episode gets a cleaned, speaker-labelled transcript. Until then, the chapter marks above open the video at the right second.

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