Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Thematic (Sector/Industry)

<ul><li>Transition from the Internet era of servers to the AI era of backend</li><li>Software advancements are outpacing silicon capabilities</li><li>Question raised about who will benefit from advances in AI technology, particularly in terms of hardware market competitiveness</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Transition from the Internet era of servers to the AI era of backendSoftware advancements are outpacing silicon capabilitiesQuestion raised about who will benefit from advances in AI technology, particularly in terms of hardware market competitivenessThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons

Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

<ul><li>AI is being recognized as a megaforce with trillions of dollars of impact on the global economy and broad implications across various sectors</li><li>Investors are increasingly interested in the AI theme and its potential impact on portfolios, with a focus on what's next in AI development</li><li>The AI theme is still in its early stages, with advancements in technology, data growth, and computing power expected to drive exponential growth and value in AI over the next decade.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI is being recognized as a megaforce with trillions of dollars of impact on the global economy and broad implications across various sectorsInvestors are increasingly interested in the AI theme and its potential impact on portfolios, with a focus on what's next in AI developmentThe AI theme is still in its early stages, with advancements in technology, data growth, and computing power expected to drive exponential growth and value in AI over the next decade.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

How To Invest In AI vs Tech In A Portfolio

<ul><li>AI has become a dominant topic of discussion among industry leaders, signaling a significant shift in focus over the past year</li><li>Investment opportunities in AI extend beyond just a few mega cap stocks, with opportunities in chips, infrastructure, data and models, software applications, and services and solutions</li><li>Tony emphasizes the importance of building a new computing infrastructure for AI, which is transforming industries and creating new opportunities for tech investors.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI has become a dominant topic of discussion among industry leaders, signaling a significant shift in focus over the past yearInvestment opportunities in AI extend beyond just a few mega cap stocks, with opportunities in chips, infrastructure, data and models, software applications, and services and solutionsTony emphasizes the importance of building a new computing infrastructure for AI, which is transforming industries and creating new opportunities for tech investors.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Tech and AI Investing Trends: A Stock Picker’s Take

AI and Global Deep Tech, Mint Finance

Uttkarsh Kohli

AI and Global Deep Tech

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>The EU AI Act’s strict testing for high-risk AI may increase compliance costs for tech firms, forcing them to slow down releases or invest more in safety protocols. </li>
<li>California’s AI Bill anticipates future advancements, putting tech firms on notice, driving pre emptive transparency efforts, and likely raising operational costs for scaling AI systems. </li>
<li>Tech giants like Meta and OpenAI, with democrats like Pelosi oppose California's SB 1047, citing risks to open-source AI and innovation. Prominent figures like Musk and Anthropic AI support regulation.</li>
</ul>


The EU AI Act’s strict testing for high-risk AI may increase compliance costs for tech firms, forcing them to slow down releases or invest more in safety protocols. 
California’s AI Bill anticipates future advancements, putting tech firms on notice, driving pre emptive transparency efforts, and likely raising operational costs for scaling AI systems. 
Tech giants like Meta and OpenAI, with democrats like Pelosi oppose California's SB 1047, citing risks to open-source AI and innovation. Prominent figures like Musk and Anthropic AI support regulation.


Global AI Regulations: Big Tech Braces for New Compliance and Innovation Challenges [Part 1]

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

<ul><li>Hot Chips this year was primarily about AI chips (per the theme of every semiconductor conference as of late).</li><li>The most impactful presentation by far was the Broadcom CPO presentation, SuperMicro water cooling, MTIA, and some honorable mentions to Enfabrica and Dojo/Mojo from Tesla.</li><li>The biggest disappointment was AMD, which presented nothing incremental and, of course, the CPU announcements.</li></ul>

Hot Chips this year was primarily about AI chips (per the theme of every semiconductor conference as of late).The most impactful presentation by far was the Broadcom CPO presentation, SuperMicro water cooling, MTIA, and some honorable mentions to Enfabrica and Dojo/Mojo from Tesla.The biggest disappointment was AMD, which presented nothing incremental and, of course, the CPU announcements.

United States

OpenAI, L.P. operates as a software company. The Company specializes in AI research and deployment that aims to ensure that artificial general intelligence benefits all of humanity. OpenAI serves customers worldwide.

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OpenAI (2193707D US)

Episode 88: AI Accellerators, Startup graveyard? With Special Guest Austin Lyons

The transition to the AI era of backend technology is being driven by software advancements outpacing hardware advancements in the silicon...

The Circuit

How To Invest In AI vs Tech In A Portfolio

Various investing approaches to AI and specific sectors within the AI ecosystem are discussed, highlighting its significant impact on the global...

The Bid

Tech and AI Investing Trends: A Stock Picker’s Take

Tony's 11th annual tech tour focused on AI as the dominant topic of discussion, reflecting its evolution from a background tool to a primary focus...

The Bid

Global AI Regulations: Big Tech Braces for New Compliance and Innovation Challenges [Part 1]

AI regulations tighten worldwide, with the EU and California leading the charge. Tech giants face mounting compliance costs, operational changes,...

Mint Finance

Hotchips Conference Sparknotes

Hot Chips this year was primarily about AI chips (per the theme of every semiconductor conference as of late). The most impactful presentation by...

Fabricated Knowledge

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