Bring in show music, please. >> Hi, I'm CNBC producer Katie Kramer. Today on Squawk Pod, everybody's talking about Nvidia's massive deal with Wall Street to shore up AI infrastructure, but what are the holes in the case.>> Everybody's propping up what is really the end of the era of hyperrowth. >> Ed Zitron of the Better Offline podcast has a bearish take. >> They basically pay people to rent back the GPUs that they sell them.They help raise the debt. They find the sites. It's vendor financing.>> Then the S ...