Jensen’s Affair Will BURST Nvidia's AI Bubble! —Will RAM💲DROP Soon? | Ed Zitron | Broken Silicon 387

Ed Zitron joins to breakdown Nvidia’s Crisis, the AI Bubble popping, and Anthropic going public. [SPON: Use “brokensilicon” to save on MinisForum’s M2 Pro MiniPC: https://tidd.ly/3WY5TDX ] [SPON: JLCPCB provides seamless workflows, transparent pricing, HDI PCB Services, and new users can get over $100 OFF in coupons: https://jlcpcb.com/?from=Moore2 ] [SPON: 28% OFF MS Software w/ “brokensilicon” during CDkeyOffer Black Friday Sale: https://www.cdkeyoffer.com/cko/Moore11 ] 0:00 Jensen Huang's Affair & Smuggling Rings 16:37 Will Jensen Huang get fired? 54:33 AI leadership live in a bubble 58:30 Anthropic’s IPO & Cancelling Long-Term Agreements 1:06:35 Who will survive? When will Prices come down? MAJOR SPONSORS: Get BIG DEALS if you support MLID at Microcenter: https://micro.center/brokensilicon CDkeyoffer Cheap Windows & Gaming Keys: Win 11 Pro ($26): https://www.cdkeyoffer.com/cko/Moore11 Office 2024($21): https://www.cdkeyoffer.com/co/Moore2024 Win11 Home ($25): https://www.cdkeyoffer.com/cko/Moore11h Win 10 Pro ($20): https://www.cdkeyoffer.com/cko/Moore10 Win LTSC 2021($18): https://www.cdkeyoffer.com/cko/MooreLT Office 2016 ($34): https://www.cdkeyoffer.com/cko/Moore16 Office 2019 ($53): https://www.cdkeyoffer.com/cko/Moore19 25% software discount code: brokensilicon Buy MS Win 11 Pro OEM KEY GLOBAL at：https://www.cdkeyoffer.com/ Use code "brokensilicon" to save $35 at MinisForum: https://shrsl.com/4n656 Patreon: https://www.patreon.com/MooresLawIsDead US Amazon Affiliate Link: https://amzn.to/3ABOcPl UK Amazon Affiliate Link: https://amzn.to/4l31DtV DE Amazon Affliliate Link: https://amzn.to/3LqVw5R Cash App Donations: $MooresLawisDead Address Fan Mail to: Moore's Law Is Dead, PO Box 60632 Nashville, TN 37206 Broken Silicon [A PC Hardware Podcast] is available on ALL platforms. https://podcasts.apple.com/us/podcast/broken-silicon/id1467317304 https://open.spotify.com/show/6cdnW7YoDQJQy0g2CamWw2 Twitter: https://twitter.com/mooreslawisdead All Music by SAHARA: https://soundcloud.com/saharasuck https://www.youtube.com/channel/UCffKc6rhZTkCLNtf4hyxwsg Broken Silicon Logo by Tom. Broken Silicon burning graphic by Tom & Sulphurous: https://twitter.com/Sulphurous11 2021 Video Intro by Tom & abstractrealism on the MLID Discord LINKS!!!!!!: Check out Ed: https://www.wheresyoured.at/ Last time Ed was on: https://youtu.be/WTRQJvzmJrs MLID AI Bubble & US Election Analysis: https://youtube.com/live/7qtK0BnBI84 https://www.straitstimes.com/world/united-states/nvidia-ceo-jensen-huang-sued-over-disclosures-related-to-suspected-chinese-spy https://x.com/firstadopter/status/2119528585837056157 https://nvidianews.nvidia.com/news/statement-from-nvidia-board-of-directors https://www.wired.com/story/nvidia-ceo-jensen-huang-hired-a-pr-firm-known-for-handling-sex-scandals-last-year/ https://www.nytimes.com/2026/11/03/us/google-search-schools-restrict-ai.html https://x.com/polymarket/status/2118761901215891907 https://x.com/polymarket/status/2118707077333791168 https://newsletter.semianalysis.com/p/nvidias-plans-to-crush-competition https://www.reuters.com/business/finance/alice-huang-chinese-businesswoman-tied-nvidia-ceo-went-finance-chips-2026-11-10/ https://arstechnica.com/tech-policy/2026/08/nvidia-senior-manager-linked-to-supermicro-scheme-smuggling-ai-servers-to-china/ https://www.cnbc.com/2026/11/09/nvidia-jensen-huang-affair-congress-scrutiny.html https://youtu.be/X9I_u9w_N4s?si=ac3wRkK2aXcRGOQB