Episode

NVIDIA GTC: The Trillion Dollar Revenue Forecast & The Memory Bubble

Podcast: The Silicon Insider
Published: Mar 20, 2026
Duration seconds: 1427
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Summary

From NVIDIA's trillion-dollar dreams to the surging "AI memory" bubble, Mike Malone and Scott Budman break down the biggest week in Silicon Valley history. We dive into the $1 trillion revenue forecast, the end of interest rate cuts, and why Uber is betting $1.25 billion on Rivian while Tesla faces a major software recall. Plus, is Bitcoin's slide under $70k a warning for speculative investors?