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Nvidia CEO Jensen Huang unveiled the new Blackwell “GPU platform” for all things AI at the company’s annual GTC 2024 event, and it didn’t disappoint. But for investors unfamiliar with chips and accelerated computing systems, all of the products used to build these massive AI factories can be confusing.
Chip Stock Investors Nick and Kasey are here to bre ... Show More
Feb 27
The ROI of AI: When Will These Massive Investments Finally Pay Off? Interview with Simon Erickson
Are we in an AI arms race or a massive overspend? Kasey and Nick sit down with Simon Erickson, founder of 7Investing, to break down the staggering $364 billion spent on CapEx by Meta, Microsoft, Alphabet, and Amazon last year alone. In this deep dive, we discuss:-- Why companies ... Show More
37m 35s
Nov 2023
Nvidia's Launches 2X Better AI Chip H200
In this episode, we delve into Nvidia's latest launch of a new, highly anticipated AI chip, while customers are still actively seeking its previous model, exploring the reasons behind this continuous high demand and the chip's potential impact on the AI and tech industries. We'll ... Show More
11m 40s
Feb 2024
InvestTalk 2-22-2024 – What Does Nvidia's Performance Tell Us About AI and the Tech Sector?
Nvidia has been the primary beneficiary of the recent technology industry obsession with large artificial intelligence models, which are developed on the company’s pricey graphics processors for servers. Today's Stocks & Topics: KHC - Kraft Heinz Co., Discounted Cash Flow, UPS - ... Show More
46m 13s
Jun 2021
A Computex bonanza from NVIDIA, AMD and Intel
<p>This week, Cherlynn and Devindra chat about the big news from virtual Computex: NVIDIA’s RTX 3080 Ti and 3070 Ti; AMD’s Radeon 6000M mobile graphics; and the latest chips from Intel. Come learn why these companies are basically a triad of frenemies. Also, they dive into Micros ... Show More
1h 42m