Uploaded September 2026 | Updated September 2026, 27 minutes ago
Not a Ponzi scheme
pivot-to-ai.com/2026/09/15/jensen-claims-100x-returns-on-nvidias-circular-financing - blog post
Patreon: patreon.com/davidgerard
Ko-Fi: ko-fi.com/A1529D5
Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6
Get an extremely cool Pivot to AI shirt or mug: pivot-to-ai.redbubble.com
Send in your story tips and non-slop sponsorship offers: dgerard@gmail.com
Social media:
https://circumstances.run/@davidgerard
https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy
Sources:
Goldman Sachs Communacopia + Technology Conference 2026 stockanalysis.com/stocks/nvda/transcripts/740955-goldman-sachs-communacopia-technology-conference-2026
Don’t Look Up https://www.wheresyoured.at/dont-look-up/
Nvidia lines up $500 billion in financing as CEO Jensen Huang tells CNBC his chips are ‘investable asset’ cnbc.com/2026/08/10/nvidia-wall-street-asset-managers-500-billion-ai-push.html
NVIDIA AI Factory Compute Is Becoming an Investable Asset Class https://x.com/jensenhuang/status/2086934705207959965
Extras:
1/200 Bonus E23: The AI Scam and the Coming Crash 1of200.nz/podcast/1200-bonus-e23-the-ai-scam-and-the-coming-crash
Ghost in the Machine on PBS (US) youtube.com/watch?v=dLQzVLtvdv8&list=UU9rJrMVgcXTfa8xuMnbhAEA
Previously on Pivot to AI:
Nvidia Q2 2024 earnings: the market is still on crack pivot-to-ai.com/2024/09/01/nvidia-q2-2024-earnings-the-market-is-still-on-crack
AI slowdown: The only AI guardrails you need are Trump, apparently pivot-to-ai.com/2026/09/14/9023
video: youtube.com/watch?v=6Y5SpNLoRsY&list=UU9rJrMVgcXTfa8xuMnbhAEA
Full Pivot to AI playlist: youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
Audio-only podcast: pivottoai.libsyn.com
Apple Podcasts: podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298
Image: Jensen Huang of Nvidia
Not a Ponzi scheme
pivot-to-ai.com/2026/09/15/jensen-claims-100x-returns-on-nvidias-circular-financing - blog post
Patreon: patreon.com/davidgerard
Ko-Fi: ko-fi.com/A1529D5
Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6
Get an extremely cool Pivot to AI shirt or mug: pivot-to-ai.redbubble.com
Send in your story tips and non-slop sponsorship offers: dgerard@gmail.com
Social media:
https://circumstances.run/@davidgerard
https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy
Sources:
Goldman Sachs Communacopia + Technology Conference 2026 stockanalysis.com/stocks/nvda/transcripts/740955-goldman-sachs-communacopia-technology-conference-2026
Don’t Look Up https://www.wheresyoured.at/dont-look-up/
Nvidia lines up $500 billion in financing as CEO Jensen Huang tells CNBC his chips are ‘investable asset’ cnbc.com/2026/08/10/nvidia-wall-street-asset-managers-500-billion-ai-push.html
NVIDIA AI Factory Compute Is Becoming an Investable Asset Class https://x.com/jensenhuang/status/2086934705207959965
Extras:
1/200 Bonus E23: The AI Scam and the Coming Crash 1of200.nz/podcast/1200-bonus-e23-the-ai-scam-and-the-coming-crash
Ghost in the Machine on PBS (US) youtube.com/watch?v=dLQzVLtvdv8&list=UU9rJrMVgcXTfa8xuMnbhAEA
Previously on Pivot to AI:
Nvidia Q2 2024 earnings: the market is still on crack pivot-to-ai.com/2024/09/01/nvidia-q2-2024-earnings-the-market-is-still-on-crack
AI slowdown: The only AI guardrails you need are Trump, apparently pivot-to-ai.com/2026/09/14/9023
video: youtube.com/watch?v=6Y5SpNLoRsY&list=UU9rJrMVgcXTfa8xuMnbhAEA
Full Pivot to AI playlist: youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA
Audio-only podcast: pivottoai.libsyn.com
Apple Podcasts: podcasts.apple.com/us/podcast/pivot-to-ai/id1844698298
Image: Jensen Huang of Nvidia
