On this episode of Chit Chat Stocks, we speak with recurring guest and Big Tech expert Rihard Jarc on the race in artificial intelligence (AI). We discuss:
(00:00) Introduction
(02:00) Amazon's AI Strategy and Anthropic Relationship
(10:14) Google's Competitive Edge in AI
(19:26) Meta's AI Monetization Strategies
(28:24) Microsoft's Azure and AI Workloads
(32:10) Understanding Neo Clouds and Their Impact
(36:01) Nvidia's Strategic Moves and Circular Accounting
(40:12) The Depreciation Dilemma of GPUs
(52:19) OpenAI's Future and Financial Strategies
(57:56) Predictions for AI Leaders by 2030
UNCOVER ALPHA: https://www.uncoveralpha.com/
*****************************************************
JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
*********************************************************************
Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.
Try it for free today: https://portseido.com/?fpr=ryan63
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.