In this week's Better Offline monologue, Ed Zitron runs through NVIDIA&rsquo;s entirely-theoretical $500 billion AI infrastructure partnership with various asset managers, all to keep up with analyst expectations that it will make more than $1.6 trillion in the next three years. Chloe&rsquo;s Show Cheat - <a href="https://publictheater.org/performances-jp/2026/c/chloe-radcliffe-cheat/">https://publictheater.org/performances-jp/2026/c/chloe-radcliffe-cheat/</a> - August 19th and 20thNews Story: <a href="https://www.cnbc.com/2026/08/10/nvidia-wall-street-asset-managers-500-billion-ai-push.html">https://www.cnbc.com/2026/08/10/nvidia-wall-street-asset-managers-500-billion-ai-push.html</a>&nbsp;Jensen Huang Tweet: <a href="https://x.com/JensenHuang/status/2086934705207959965?s=20">https://x.com/JensenHuang/status/2086934705207959965?s=20</a>&nbsp;WSJ story on Anthropic IPO: <a href="https://www.wsj.com/tech/ai/anthropic-tries-to-shore-up-investor-confidence-ahead-of-blockbuster-ipo-0ff736ad">https://www.wsj.com/tech/ai/anthropic-tries-to-shore-up-investor-confidence-ahead-of-blockbuster-ipo-0ff736ad</a>&nbsp; Numbers: Consensus analyst estimates for revenue for the next three years are utterly fucking insane. NVIDIA made about $216 billion dollars in fiscal year 2026 - which ended on January 25th 2026, frustratingly - and analyst expectations have it at $393.7 billion dollars in Fiscal Year 2027, or a little under doubling its revenue year-over-year. In Fiscal Year 2028, expectations are at $565.7 billion dollars, and in Fiscal Year 2029, NVIDIA is expected to make $694 billion dollars. Over 90% of its revenues come from selling GPUs and other data center hardware. I realize that&rsquo;s a lot of numbers, so I&rsquo;ll put it simply: NVIDIA is expected to sell over $1.6 trillion dollars&rsquo; worth of GPUs by January 2029, and the vast majority of its customers - including hyperscalers - are having to take out hundreds of billions of dollars&rsquo; worth of debt to pay for it. Save $10 off a year of my premium newsletter: <a href="https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1">https://edzitronswheresyouredatghostio.outpost.pub/public/promo-subscription/gzqwkv54e1</a>&nbsp;- I&rsquo;d be so grateful!&nbsp; YOU CAN NOW BUY BETTER OFFLINE MERCH! Go to&nbsp;<a href="https://cottonbureau.com/people/better-offline">https://cottonbureau.com/people/better-offline</a> and use code&nbsp;FREE99 for free shipping on orders of $99 or more. --- LINKS: <a href="https://www.tinyurl.com/betterofflinelinks">https://www.tinyurl.com/betterofflinelinks</a> Newsletter: <a href="https://www.wheresyoured.at/">https://www.wheresyoured.at/</a> Reddit: <a href="https://www.reddit.com/r/BetterOffline/">https://www.reddit.com/r/BetterOffline/</a>&nbsp; Discord: <a href="https://discord.com/invite/QUUQUP9szv">chat.wheresyoured.at</a> Ed's Socials: <a href="https://twitter.com/edzitron">https://twitter.com/edzitron</a> <a href="https://www.instagram.com/edzitron">https://www.instagram.com/edzitron</a> <a href="https://bsky.app/profile/edzitron.com">https://bsky.app/profile/edzitron.com</a> <a href="https://www.threads.net/@edzitron">https://www.threads.net/@edzitron</a> Email Me: <a href="mailto:ez@betteroffline.com">ez@betteroffline.com</a> &nbsp;See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

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