Why were the US labs and #hyperscalers not doing what #DeepSeek was doing? #AI
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 👍 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*
