Bargaining chips: Nvidia is the bank of AI

疯狂的英伟达

The Intelligence from The Economist

2026-09-04

24 分钟
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Nvidia, the world's most valuable company, has shifted strategy to boost demand for its chips. Our correspondent assesses the opportunities and risks. Knife crime in Britain moves to rural pastures. And our obituaries editor recounts the life of Frank Smith, who died in prison aged 101.  Watch extended clips from Insider here, plus the full Elon Musk interview Guests and host: Shailesh Chitnis, global business writerSonny Loughran, Britain correspondentAnn Wroe, obituaries editorRosie Blau, co-host of “The Intelligence” Topics covered:  Nvidia, AI, Jensen HuangKnife crime, county lines, drug marketFrank Smith, electric chair, death row Listen to what matters most, from global politics and business to science and technology—subscribe to The Economist.
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  • The Economist.

  • Hello and welcome to The Intelligence from The Economist.

  • I'm Rosie Blau.

  • Today on the show, the changing geography of knife crime in Britain.

  • And remembering Frank Smith, America's longest-serving prisoner.

  • But first,

  • Few companies have grown so slowly and then so fast as Nvidia.

  • The chip designer whose processors power much of the world's artificial intelligence

  • took three decades to reach a valuation of a trillion dollars,

  • yet it doubled that in just nine months,

  • and it crossed the 5 trillion mark less than two years later,

  • making it the most valuable company in the world.

  • Problem is, when a firm is so big and so successful,

  • people just expect it to keep on going.

  • Jensen Huang, Nvidia's boss, has turned to an aggressive spree of financial engineering,

  • which is designed to boost demand for its chips.

  • Shailesh Chitnis is our global business writer.

  • Now, this strategy carries some risks,

  • and critics warn that it also has echoes of the dot-com boom of the late '90s.

  • Shailesh, before we get to the risks, explain what you mean by the financial engineering.