AI Is Booming, But Are You Investing in the Right Chips? скачать в хорошем качестве

AI Is Booming, But Are You Investing in the Right Chips?

Dive into the heart of the AI revolution with Gary Brode from Deep Knowledge Investing. In this episode, we unravel the complex world of the semiconductors that power AI. Nvidia's GPU dominance to ARM-based innovations, Intel and AMD's CPU roles, and the massive energy demands of data centres. Learn about key deals like Nvidia-Meta's collaboration, investment risks in hyperscalers, and opportunities in nuclear energy and uranium. Perfect for investors navigating the AI boom. ‪@DeepKnowledgeInvesting‬ 📈 Gary Brode has spent three decades managing money in the hedge fund world. Now, through Deep Knowledge Investing, he shares the same level of deep, well-researched ideas he uses for his own portfolio without the Wall Street conflicts. Use coupon code SFB30 at checkout for 30% off an annual or monthly subscription (applied for the full first year). https://deepknowledgeinvesting.com/su... What you get as a subscriber: • High-alpha stock ideas – Complete research reports on overlooked opportunities, backed by Gary's personal positions (he only recommends what he owns). • First to know updates – Immediate alerts on new buys, sells, target price changes, or opinion shifts – crucial for knowing when to enter or exit. • Weekly market pulse – "The Five Things to Know in Investing" newsletter and show – timely commentary to keep you ahead. • Direct access – Email Gary directly with questions; VIP perks include future Discord channel access (launching soon) and even advertising opportunities to reach 5,000+ engaged investors. • Proven track record – Published in Barron's, featured on RealVision, with standout wins like 117% on HCA Healthcare and 324% on Houghton Mifflin Harcourt. This isn't hype or generic tips – it's professional-grade research designed to help everyday investors (and pros) earn more consistent returns in equities, no matter the market environment. Use coupon code SFB30 at checkout for 30% off an annual or monthly subscription (applied for the full first year). https://deepknowledgeinvesting.com/su... Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. 👊 For sponsorships, brand deals, and collabs → https://www.sharesforbeginners.com/co... Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Opinions expressed by guests are theirs alone and may not represent the views of Finpods, Money Sherpa, or Phil Muscatello. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Chapters: 00:00 - Intro & Disclaimer 00:14 - Welcome to Shares for Beginners 00:34 - Overview of AI Chips: CPUs, GPUs, ARM 01:50 - Nvidia & Meta's ARM Chip Deal 02:56 - Unpacking Chip Types: From Gaming to AI 04:00 - CPUs Still Power Data Centers 04:54 - ARM Processors: Power Efficiency Explained 06:08 - Meta-Nvidia Deal: Concerns for Intel & AMD 07:31 - Investing Narratives & Market Realities 08:31 - Implications for Intel & AMD's Future 09:52 - Intel's Core Ultra: CPU + GPU + NPU Innovations 10:00 - Company Relationships: Nvidia Invests in Intel 21:00 - Google's TPUs & Custom AI Chips (approx., based on context) 30:00 - Energy Demands: AI's Power Hunger 40:43 - US-Japan Energy Deal & Nuclear Future 41:00 - Investment Takeaways: Nvidia, Intel, AMD, Uranium 47:22 - Closing: How to Follow Deep Knowledge Investing