Chip Stocks and the A.I. Explosion

Barron's Streetwise

Barron's

Business

4.8 • 1.5K Ratings

🗓️ 3 May 2024

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

Sands Capital semiconductor analyst Daniel Pilling shares insights. Plus, more drama at Paramount. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This episode is brought to you by Oracle.
0:03.0	AI is storming every industry, but how do you compete without costs
0:07.0	spiraling out of control?
0:09.0	Time to upgrade to Oracle Cloud Infrastructure, or OCI.
0:13.4	OCI is one efficient platform for your infrastructure, database and application development
0:18.7	with AI built in.
0:20.4	Do more and spend less like Uber, the Premier League and Oracle Red Bull Racing.
0:25.0	Take a free test drive at oracle.com slash Spotify.
0:29.0	But the hardware that NVIDIA is providing is getting so much better that the algorithms will
0:36.6	improve exponentially, which means you have a use-case explosion, and with that use-case
0:41.2	explosion you need way more chips.
0:46.0	Hello you and welcome to...
0:49.0	It's a dumb.
0:50.0	I think we're going to try a different one.
0:52.0	I thought that was going to try a different one. I thought that was going to sound better than it did.
0:56.0	Hey you, it's been a while.
1:00.0	Hello and welcome to the Baron Streetwise podcast I'm Jack Howe and the voice you
1:07.9	just heard is Daniel Pilling. He's a semiconductor analyst at Sands Capital.
1:14.0	That's a Washington, D.C. based investment company
1:17.3	managing more than $50 billion with an emphasis
1:20.9	on innovation and technology. In a moment Daniel will explain how artificial
1:26.4	intelligence will shape future demand for chips and which stocks will shine. in is our audio producer Jackson. Hi Jackson.
	...

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