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Big Tech Investing Expert Rihard Jarc Tells Us Who Is Actually Winning the AI Race
On this episode of Chit Chat Stocks, we speak with recurring guest and Big Tech expert Rihard Jarc on the race in artificial intelligence (AI). We discuss:
(00:00) Introduction
(02:00) Amazon's AI Strategy and Anthropic Relationship
(10:14) Google's Competitive Edge in AI
(19:26) Meta's AI Monetization Strategies
(28:24) Microsoft's Azure and AI Workloads
(32:10) Understanding Neo Clouds and Their Impact
(36:01) Nvidia's Strategic Moves and Circular Accounting
(40:12) The Depreciation Dilemma of GPUs
(52:19) OpenAI's Future and Financial Strategies
(57:56) Predictions for AI Leaders by 2030
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Published on 2 weeks ago