Is Nvidia Selling More Chips Than Anyone Can Use? artwork
Prof G Markets

Is Nvidia Selling More Chips Than Anyone Can Use?

Oct 21, 2026 · 50 min

Ed Elson is joined by Ed Zitron to break down why AI chips are sitting in warehouses and why it could be a huge problem for the AI industry. Then, Nicolas Owens joins to give his takeaways from SpaceX’s earnings. Later, Thierry Wizman joins to unpack the fiscal crisis unfolding in France and whether he thinks the U.S. could follow in its footsteps. Finally, Ed shares his gratitude to the audience…