The chip space has a reputation for historically being very syck loc all right? A new tech comes out, overtime, we get saturated with it, growth stalls, then the next wave of tet comes out, and that cycle sort of starts over again. But as an investor, i feels like that sick locality maybe tempering a bitand when we're moving away from these chip companies, maybe being as cal nature. I think the right way of looking at the industry is really stepping back and having a longer torm view of the trends that are happening over all in technology,. And how those trends impact the tip industry.
Cars and cameras are getting smarter, and that trend isn’t stopping any time soon. Billions more devices are going to connect to the cloud, and that's just one trend driving tech giant Qualcomm. The company is a leader in making the chips that connect devices to the cloud. Jason Moser sat down with Qualcomm’s Chief Financial Officer Akash Palkhiwala to discuss: - The growing opportunities in artificial intelligence and cloud-connected cars - How personal computers are evolving - One “almost unlimited” market opportunity
Stocks mentioned: QCOM, MSFT, TMUS, VZ
Host: Jason Moser Guest: Akash Palkhiwala Producer: Ricky Mulvey Engineers: Dan Boyd, Michael Schweitzer
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