{"podcast":{"title":"The 7investing Podcast","slug":"the-7investing-podcast-1227049","podcast_index_feed_id":1227049,"rss_url":"https://anchor.fm/s/1659b6fc/podcast/rss","website_url":"https://7investing.com","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/3649783/3649783-1776286525000-bfcf02cd3eacd.jpg","author":"7investing","episode_count":514,"summary":"Welcome to 7investing.com. Our mission is to empower you to invest in your future. This podcast brings our market-based experts together to discuss our investing process and important news. Once a month, we will also feature interviews with some of the best minds in business and investing. Check out 7investing.com to find more of our free content and premium monthly stock recommendations.","last_synced_at":"2026-06-30T04:17:15.201289+00:00","page_url":"https://stenobird.com/podcast/the-7investing-podcast-1227049"},"episode":{"title":"Feb 18, 2026: Is AI a Bubble? $364 Billion in Data Center Spending Says Otherwise","slug":"feb-18-2026-is-ai-a-bubble-364-billion-in-data-center-spending-says-otherwise","published_at":"2026-02-28T14:22:47+00:00","page_url":"https://stenobird.com/podcast/the-7investing-podcast-1227049/feb-18-2026-is-ai-a-bubble-364-billion-in-data-center-spending-says-otherwise","show_page_url":"https://stenobird.com/podcast/the-7investing-podcast-1227049","url":"https://podcasters.spotify.com/pod/show/7investing/episodes/Feb-18--2026-Is-AI-a-Bubble--364-Billion-in-Data-Center-Spending-Says-Otherwise-e3fo381","audio_url":"https://traffic.megaphone.fm/APO7989496161.mp3","summary":"Feb 18, 2026: What's Next for AI Accelerators AMD's CEO Lisa Su thinks the market for cutting-edge AI chips will be worth $1 trillion annually by 2030 and NVIDIA's CEO Jensen Huang (who happens to be Lisa's cousin once-removed) believes AI infrastructure spend will total $4 trillion during the next five years.If those forecasts are even directionally correct, both AMD and NVIDIA will still have quite an extended growth runway in this red hot semiconductor sector.But are these admittedly self-serving forecasts actually realistic?Or is AI hardware likely to become commoditized and lower-priced during that timeframe?And are there other competitors who might also pose a challenge in this two-horse race?On Wednesday's show, I was joined by Chip Stock Investor founder Nick Rossolillo to describe what lies ahead for both NVIDIA and AMD.We also discussed why Apple is spending significantly on CapEx less than its other Big Tech peers, whether Moore's Law is actually dead, and the role of newcomers like Cerebras Systems and IonQ .#NVIDIA #AMD #semiconductors #AIchips #JensenHuang #LisaSu #chipstocks #datacenter #investing #Broadcom #Apple #TSMC #Cerebras #quantumcomputing #7investing #chipstockinvestor #techinvesting #AIinfrastructure #hyperscalers #GPUvsCPU #waferschale #FormulaOne #poleposition #techanalysis #stockmarket2026","meta_description":"Feb 18, 2026: What's Next for AI Accelerators AMD's CEO Lisa Su thinks the market for cutting-edge AI chips will be worth $1 trillion annually by 2030 and…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2695,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-7investing-podcast-1227049/episodes/feb-18-2026-is-ai-a-bubble-364-billion-in-data-center-spending-says-otherwise/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-7investing-podcast-1227049/feb-18-2026-is-ai-a-bubble-364-billion-in-data-center-spending-says-otherwise.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}