# Episode 155: SHOW ME THE MONEY! NVIDIA Earnings, and more from the Week!

Page: https://stenobird.com/podcast/the-circuit-5928182/episode-155-show-me-the-money-nvidia-earnings-and-more-from-the-week
Text version: https://stenobird.com/podcast/the-circuit-5928182/episode-155-show-me-the-money-nvidia-earnings-and-more-from-the-week.md
Podcast: [The Circuit](https://stenobird.com/podcast/the-circuit-5928182)
Published: 2026-03-02T18:56:16+00:00
Episode link: https://share.transistor.fm/s/26f5f6ca
Audio file: https://media.transistor.fm/26f5f6ca/fa5641ae.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/episode-155-show-me-the-money-nvidia-earnings-and-more-from-the-week
Duration seconds: 3693

## Resource

In this episode, Ben and Jay discuss a whirlwind week of announcements in the tech industry, focusing on AMD's partnership with Meta, NVIDIA's impressive quarterly performance, and OpenAI's significant funding round. They explore the implications of these developments for the semiconductor market, the rise of AI agents, and the future of SaaS. The conversation highlights the importance of profitability, strategic partnerships, and the evolving competitive landscape in the tech sector.

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## Transcript

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