The AI Refresh: Nvidia, Infrastructure and the Technical Picture
A Podcast Conversation featuring Timothy Horan, Rick Schafer, and Ari Wald
In this episode of Let’s Talk Future, Timothy Horan, Jane Ross, Rick Schafer, and Ari Wald discuss the current state of the AI trade and provide insights into the market and investment opportunities. The speakers highlight the recent market volatility and its impact on the AI cycle. They discuss the correction in the market, and the impact on market leadership, suggesting that the bull cycle is maturing. The conversation then shifts to the AI trade, with a focus on Nvidia and its position in the AI market. The speakers also discuss the capital spending by companies like Microsoft, AWS, and Meta, and the potential for productivity gains from AI. They provide opportunities for investment, including companies like Broadcom, Monolithic Power, and C3.AI. The conversation concludes with a discussion on the future of the AI industry and the potential for further market growth.
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