J
Jason Murphy
Movie producer
2
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May 14, 2026
AI (over)hype, CSIRO job cuts + is hip hop in trouble?
4:04
5:30

Dave MarcheseHOST
Yeah, can you tell us a little bit about Nvidia? Like, who are they and, and what have they got to do with all this?
J
4:11Jason MurphyGUEST
They're in Silicon Valley and they actually make silicon, right? They're where all those other big companies like Google, Facebook are, you know, software companies.
J
4:22Jason MurphyGUEST
And so when, when Google spend, uh, you know, a few billion dollars on data centers, a lot of that money is going straight to Nvidia to buy the chips to sit in the racks to, to, you know, to make all those silly, uh, AI pictures that people are making.
J
4:35Jason MurphyGUEST
So they are making out like bandits at the moment because these companies are spending so much money on processes that Nvidia can basically ask whatever price they want for the chips that they're making, and their profit margins are higher than anything anyone's ever seen and they're just making stacks.

Dave MarcheseHOST
Jason, has anything like this happened before? Like, what's another example of a bubble that's burst?
