The Real Eisman Podcast

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The AI Infrastructure Boom: Why Semiconductors Are Driving the Future of Artificial Intelligence

Steve Eisman

Published on: 08/06/2026

Discover how Nvidia, AMD, and semiconductor companies are powering the AI revolution. Explore the rise of AI infrastructure, data centers, CPUs, GPUs, and the challenges that could shape the future of artificial intelligence.

Is the AI Boom Becoming Too Expensive? The Hidden Costs of Artificial Intelligence

Steve Eisman

Published on: 05/06/2026

Explore the rising costs behind the AI revolution, from token-based pricing and massive infrastructure spending to corporate AI adoption, valuation risks, and the future of sustainable AI growth.

AI Boom or AI Bubble? Understanding the Winners, Risks, and Reality Behind Artificial Intelligence

Steve Eisman

Published on: 31/05/2026

Explore the AI investment landscape, from Nvidia and data centers to software disruption, token economics, and the growing debate over whether AI is a revolutionary technology or a market bubble.

SpaceX IPO, AI Stocks & Market Trends: Key Investment Insights

Steve Eisman

Published on: 28/05/2026

Explore the latest market trends, including the SpaceX IPO, AI's impact on software stocks, Salesforce and Dell earnings, geopolitical uncertainty, and investment opportunities in financial services.