Nebbia
Organization
Nebbia is referenced as a provider in the AI compute and cloud infrastructure market, alongside CoreWeave and other GPU-cloud companies.
6 episodes featuring Nebbia
TBPN
AI factories face scrutiny from investors, communities, and users
The episode connects infrastructure scale, venture conflict, water policy, and human-facing AI into one question: what responsible expansion looks like.
Oct 1, 2026 · 1h 35m
The Compound and Friends
AI’s infrastructure boom outruns the software economics
The episode tests whether massive spending on chips, data centers, and private credit rests on durable demand or subsidized expectations.
Aug 28, 2026 · 1h 26m
Stock Movers
AI spending splits Asian markets
The episode shows how investors are separating companies benefiting from AI demand from those still proving their AI investments can pay off.
Aug 13, 2026 · 7 min
Stock Movers
AI infrastructure lifts tech stocks as cities plan smarter growth
The episode connects market enthusiasm for AI infrastructure with the longer-term investments and planning needed to manage rapidly expanding cities.
Aug 12, 2026 · 7 min
Equity Mates Investing Podcast
Strong earnings meet stubborn valuation fears
The episode separates durable investing habits from market-timing instincts as companies report strong results and prominent pessimists warn of an AI bubble.
Aug 12, 2026 · 36 min
Motley Fool Hidden Gems Investing
AI cloud demand tests neocloud financing
CoreWeave and Nebius show how powerful AI infrastructure demand can collide with the capital, energy, and execution required to sustain it.
Aug 12, 2026 · 23 min