Vegas gets the AI treatment at CES
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 9 January 2024
⏱️ 7 minutes
🧾️ Download transcript
Summary
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Transcript
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| 0:00.0 | Welcome to See King Alpha's Wall Street breakfast, where we cover the top news for investors every morning. |
| 0:08.0 | Good morning. Today is Tuesday, January 9th. I'm Julie Morgan. |
| 0:13.0 | Vegas is getting the AI treatment. |
| 0:15.5 | Netflix wins an account sharing lawsuit, |
| 0:18.1 | and is HPE buying Juniper? |
| 0:21.6 | The Consumer Electronics Show kicks off today in Las Vegas and |
| 0:25.3 | Sin City is apparently getting the AI treatment. |
| 0:28.5 | Wed Bush securities analyst Dan Ive said that he believes AI will take center stage at |
| 0:33.8 | CES as the most talked about topic. He went on to say that this AI-led |
| 0:38.8 | fourth industrial revolution is now on the doorstep for enterprises and consumers globally. |
| 0:45.0 | You can expect to hear from NVIDIA, Microsoft, Intel, Dell, and many others. |
| 0:50.5 | NVIDIA is expected to showcase several new GPUs at the event as it looks to maintain |
| 0:56.6 | its lead in this space. |
| 0:58.4 | AMD, which recently unveiled its own AI accelerator lineup to the world is also expected to have a |
| 1:05.0 | presence and make several announcements. |
| 1:08.0 | CES has also become more of a car show in recent years in companies like |
| 1:12.4 | BMW Mercedes Ford. car show in recent years in companies like BMW, Mercedes, Ford, Honda, GM, and others are expected to have a large showing. |
| 1:19.0 | I've said the usual announcements about infotainment updates, new automotive tech and new electric vehicles |
| 1:26.2 | should make headlines, though the increased use of AI and cars is also likely to be |
| 1:31.9 | a theme. |
| 1:32.8 | CES runs through Friday. |
| 1:36.0 | Netflix has won an account sharing lawsuit filed by an investor. |
... |
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