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323 | Breaking Analysis | Did Jensen just make the AI buildout too big to fail?
August 14, 2026
NVIDIA is making a bigger bet than simply selling more GPUs. In the latest Breaking Analysis, theCUBE Research’s Dave Vellante looks at its push to turn AI compute into a financeable asset class and what that could mean for the infrastructure boom, capital markets and the timing of a potential bubble.
Vellante also looks to CoreWeave and Nebius for clues about whether the model holds up. Demand and pricing remain strong, but the bigger test comes later, when scarcity eases and operators must prove that utilization, cash flow, residual values and financ...Read more