Inside Nvidia’s $500B AI Financing Loop

Aug 12, 2026 · 31 min

Ed Elson is joined by Jay Goldberg to break down why Nvidia is partnering with Wall Street on a $500 billion AI financing package. Then, Tim Farrar returns to the show to unpack earnings from AST SpaceMobile and Rocket Lab, and how SpaceX’s IPO impacted the space industry. Finally, Ed shares his thoughts on the fraud allegations against Phoebe Gates. Jay Goldberg is an analyst at Seaport Global S…