







If you enjoy this free newsletter, why not subscribe to Where's Your Ed At Premium? It's $7 a month or $70 a year, and helps support me putting out these giant free newsletters! At the end of November, NVIDIA put out an internal memo (that was leaked to Barron's reporter
NVIDIA CEO Jensen Huang GTC 2026 Full Keynote
The AI Industry Is Losing
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AI Is Too Expensive
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AI Is Slowing Down
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AI's Economics Don't Make Sense
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The Nvidia Way: Jensen Huang and the Making of a Tech G…
"The definitive look at the most remarkable business st…

AI Doesn't Have ROI
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and OpenAI’s

On Dwarkesh Patel's Podcast With Nvidia CEO Jensen Huang
Some podcasts are self-recommending on the ‘yep, I’m going to be breaking this one down’ level.

Microsoft, Meta, Nvidia, OpenAI, and Palantir have a message for Washington - AOL
For his first-ever post on X, Nvidia CEO Jensen Huang shared an open letter to DC calling for the protection of open source AI.

nvidia/nemotron-3.5-asr-streaming-0.6b · Hugging Face
We’re on a journey to advance and democratize artificial intelligence through open source and open science.
NVIDIA NIM for Developers
NVIDIA NIM is a set of accelerated inference microservices that allow organizations to run AI models on NVIDIA GPUs anywhere—in the cloud, data center, workstations, and PCs.

Rohan Paul on Twitter / X
Google is trying to win AI by making compute cheap, not by beating Nvidia on raw speed.Nvidia sells GPUs to clouds with a big 70%+ margin that sits on top of manufacturing and R&D cost and raises cloud prices.Google builds TPUs for itself at near manufacturing cost, adds no… https://t.co/aSgWRf0HY7 pic.twitter.com/T3Fzc6czwg— Rohan Paul (@rohanpaul_ai) November 25, 2025

Tread carefully, because you tread on my fucks.
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I Will Never Respect A Website
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NVIDIA DGX Spark· Ollama Blog
The latest NVIDIA DGX Spark is here! Ollama has partnered with NVIDIA to ensure it runs fast and efficiently out-of-the-box.
