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

Page: https://stenobird.com/podcast/the-silicon-insider-1276858/nvidia-gtc-the-trillion-dollar-revenue-forecast-the-memory-bubble
Text version: https://stenobird.com/podcast/the-silicon-insider-1276858/nvidia-gtc-the-trillion-dollar-revenue-forecast-the-memory-bubble.md
Podcast: [The Silicon Insider](https://stenobird.com/podcast/the-silicon-insider-1276858)
Published: 2026-03-20T16:42:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/silicon-insider/episodes/NVIDIA-GTC-The-Trillion-Dollar-Revenue-Forecast--The-Memory-Bubble-e3gni9c
Audio file: https://anchor.fm/s/2db6ad8c/podcast/play/117212908/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-2-20%2F420413022-44100-2-ccf68795e0429.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-silicon-insider-1276858/episodes/nvidia-gtc-the-trillion-dollar-revenue-forecast-the-memory-bubble
Duration seconds: 1427

## Resource

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?

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## Transcript

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