Brew Markets
Brew Markets
Morning Brew
Nvidia's $500B Financing Bet & The Rise of Robotics
31 minutes Posted Aug 11, 2026 at 8:01 pm.
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Episode 246: Today, Ann unpacks Nvidia’s partnerships with top Wall Street asset managers to unlock up to $500 billion in AI infrastructure financing. Then, we spin through a few market headlines, including Bumble’s strategic U-turn and Joby Aviation’s defense move. Finally, we’re joined by Zeno Mercer, Head of Robotics and AI Research at VettaFi, to explore why robotics could be entering a new growth cycle, how AI is becoming an enabler for the industry and why the opportunity extends across sectors.
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