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Angus Shillington and Nick Frasse discuss Nvidia’s earnings and the rapid evolution of AI-driven semiconductor demand. Topics include hyperscalers optimizing AI infrastructure, the rise of custom ASICs, and continued CapEx investment in compute scaling. They also unpack Intel’s challenges, ARM’s role in edge AI, and the broader implications for the semiconductor industry and investors.

00:00 Introduction to AI's Impact on Semiconductors
2:40 Understanding AI Model Evolution and Semiconductor Demand
7:00 Unpacking DeepSeek
12:45 CapEx and its Implications for the Semiconductor Industry
15:27 Nvidia’s Dominance
18:09 ChatGPT
22:09 CapEx Deployment and Monetization in AI
27:28 Navigating the Semiconductor Landscape
30:00 The Role of Nvidia in AI and Market Dynamics
33:15 Opportunities in the Fabless Space and ARM
37:29 Intel
38:20 Unintended Consequences of the Chip Ban
42:40 Concerns and Opportunities in the Semiconductor Industry

Q4 2024 semiconductor outlook:    • Nvidia Stock Growth: Unpacking the Fabless...  

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