“We're seeing this new technology that is revolutionary.” #AI #semiconductors
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: https://youtu.be/MBR5OebQSuU?feature=shared *Investing involves substantial risk and high volatility, including possible loss of principal. An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contains this and other information, call 800.826.2333 or visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing.* © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. 👍 Like, Share, and Subscribe for more insightful content on finance and investing! Stay Connected: - Visit our website: VanEck - Follow us on Twitter: @VanEck_US - Connect with us on LinkedIn: VanEck *#Nvidia #Semiconductors #AI #DeepSeek #Semis*
