bullish
Episode 98: 2024 Semi Recap and Outlook Into 2025
SUMMARY
- Discussion on the future of Nvidia and the semiconductor industry, including concerns about growth and competition
- Analysis of the potential impact of custom ASICs on Nvidia's market dominance and revenue growth
- Consideration of the performance and prospects of major tech companies like Apple, AMD, Intel, Google, Amazon, and Microsoft in relation to AI and cloud software developments.
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
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