InvestTalk 2-22-2024 – What Does Nvidia's Per...

DeepSeek has made a permanent 75% discount on its flagship AI model, a move that accelerates the commoditization of AI and puts pressure on the entire AI infrastructure investment thesis. We examine what falling AI model prices mean for the companies building AI, buying AI, and i ...  Afficher plus

Analysts are raising concerns that a wave of mega-IPOs from companies like SpaceX and OpenAI could be signaling a market top — a pattern that has appeared at prior market peaks. We explore the history of IPO booms, what they reveal about market sentiment, and how investors should ...  Afficher plus

In this episode of Chip Stock Investor, Nick and Kasey discuss a recent news report ( https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09/) suggesting Nvidia (NVDA) is aiming to compete in the custom data center and AI ...

Bloomberg News US Semiconductor & Networking Reporter Ian King explains how Nvidia, the world’s most valuable chipmaker, forecast sales that blew past analysts estimates, showing how booming demand for artificial intelligence processors has the potential to reshape the sector. Mo ...  Afficher plus

The AI boom in 2023 left Intel chasing rival Nvidia, whose chips — and shares — have been in high demand. Like other laggards amid this year’s AI mania, Intel is now fighting back, announcing the first-ever AI PC. Intel’s CEO Pat Gelsinger sits down with Rapid Response host Bo ...

🔥 SuperAI Singapore: Get 20% OFF tickets realvision.com/superai Dave Mazza, chief strategy officer at Roundhill Investments, joins Ash Bennington to discuss the recent market action after a record-setting week, where he sees the tech sector headed from here, and the outlook for ...  Afficher plus