🎙️ EP 273: Nvidia's $81B Record Quarter & OpenAI's Historic Erdős Math Proof

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Nvidia just obliterated Wall Street expectations with a massive $81.6B record quarter, driven by their new "Vera" agentic CPU architecture. We’re also unpacking a historic milestone for AI reasoning: OpenAI’s GPT-5.5 has autonomously disproved an 80-year-old math riddle from legendary mathematician Paul Erdős.

In this episode, we cover:

• Inside the numbers of Nvidia's record-breaking quarter, their $80B stock buyback plan, and how Jensen Huang found a new $200B market with the Vera CPU built specifically for digital workers.
• How GPT-5.5 achieved a major breakthrough in pure mathematics by autonomously disproving a 1946 geometry conjecture, validated by the world's top mathematicians.
• A look at Anthropic’s explosive climb to a projected $10.9B profitable quarter, dropping right alongside OpenAI IPO rumors.
• Sifting through SpaceX filings that reveal xAI burned $6.4B last year to train their upcoming multi-trillion-parameter frontier models.

Keywords: Nvidia Earnings Q1 2026, GPT-5.5 Math, Gemini Omni, OpenAI IPO Rumors.

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