Let’s Talk Future™ - An Oppenheimer Podcast cover image

The AI Gold Rush Revisited: 2024 and Beyond

Let’s Talk Future™ - An Oppenheimer Podcast

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Companies in the Semiconductor Space: Top Picks for AI in 2024

This chapter discusses the best companies in the semiconductor space for investing in AI. Nvidia, Monolithic Power, Marvell, and Broadcom are highlighted as top picks for the year 2024, with Monolithic Power being a primary power supplier for Nvidia's accelerators and Marvell and Broadcom as networking plays within data centers.

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