Disruptor Series: The Mind in the Machine, Part Two: Winners, Losers and the Road Ahead for AI скачать в хорошем качестве

Disruptor Series: The Mind in the Machine, Part Two: Winners, Losers and the Road Ahead for AI

As we continue our AB Disruptor Series, our deep dive into artificial intelligence, we shift our lens from the contributors to AI’s industrial backbone toward the companies shaping—and being shaped by—the AI era. Hyperscalers, semiconductor leaders, software platforms, even under-the-radar firms: they’re all traveling the same road from today’s infrastructure buildout to tomorrow’s pervasive adoption and ultimately the physical age of AI. Investors, meanwhile, find themselves busily charting pathways around risk and toward opportunity. See more resources and additional content: AB Disruptor Series Mind in the Machine Part II: https://www.alliancebernstein.com/us/... #alliancebernstein #mindinthemachine #aidisruption #aiinfrastructure #aiwinners #ailosers 00:00:00 Introduction 00:02:20 Think About Three Curves 00:02:51 Curve 1: AI Infrastructure & Training 00:03:35 Spenders & Beneficiaries 00:05:07 The Spending Objective: Infuse AI Into Our Daily Lives 00:09:32 Computers: Chip Manufacturers like nVidia 00:11:49 Memory - High Bandwidth Memory Leaders like SK Hynix, Micron, Samsung