Nvidia reported another massive quarter this week with $46.7 billion in revenue, a 56% year-over-year increase driven almost entirely by AI demand. But despite CEO Jensen Huang's bold prediction of $3 to 4 trillion in global AI infrastructure spending in the next five years, the stock slid as investors questioned how long this kind of growth can last.

Today on Equity, Kirsten Korosec, Max Zeff, and Anthony Ha dive into Nvidia's earnings and what the market's response reveals about investor confidence in the AI boom's longevity.

Listen to the full episode to hear:

• Who made the cut for the 2025 Startup Battlefield 200, and how Equity’s hitting the stage at this year’s TechCrunch Disrupt

• OpenAI and Anthropic's rare AI safety testing collaboration, despite recent moves to cut each other off from their APIs

• RoboMart's new autonomous delivery robot, which could challenge Uber Eats with $3 flat fees

• Why the US government's potential 10% stake in Intel might not be the salvation the chipmaker needs

• How venture capital firms like a16z are flooding Washington, D.C. with lobbying dollars, outspending entire industry groups

As always, Equity will be back for you next week, so don't miss it!

Equity is TechCrunch’s flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday. 

Subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. 

Learn more about your ad choices. Visit megaphone.fm/adchoices