VIDEO
Shimmy Says: Nvidia Is the Beating Heart of AI
Aug 27, 2026
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Alan Shimel on why “Could Nvidia default?” is the wrong question. After $96.2B revenue, ~70% growth guidance and a reported $12.9B Hugging Face deal, Nvidia is becoming the beating heart of AI — and concentration, not solvency, is the risk worth watching.
Alan Shimel on why “Could Nvidia default?” is the wrong question. After $96.2B revenue, ~70% growth guidance and a reported $12.9B Hugging Face deal, Nvidia is becoming the beating heart of AI — and concentration, not solvency, is the risk worth watching.
Originally aired on Shimmy Says 2 via Techstrong TV.
