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AI Demand Slowing? Think Again.
Manage episode 445894543 series 3473311
In this episode I talk about some of the large investment banks and financial institutions, what rate cuts mean for their business outlook and briefly cover their solid earnings. I also talk a bit about TSM, the demand for AI chips, and what that means for companies like NVDA and Big Tech. I end with a bit about renewable energy, the recent small modular reactor deals and the demand for an environmentally friendly and cost efficient solution.
24 ตอน
Manage episode 445894543 series 3473311
In this episode I talk about some of the large investment banks and financial institutions, what rate cuts mean for their business outlook and briefly cover their solid earnings. I also talk a bit about TSM, the demand for AI chips, and what that means for companies like NVDA and Big Tech. I end with a bit about renewable energy, the recent small modular reactor deals and the demand for an environmentally friendly and cost efficient solution.
24 ตอน
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