Chat GPT was a nice catalyst or a nice headline around AI. I also like the enterprise side, although there will need to be some consumer participation. The goal of AI is to drive down costs and who's going to want that more than the Fortune 500? And so Microsoft is right there.
ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard caught up with Kindig to discuss:
- Where we are in the cloud adoption cycle - A key narrative playing out in semiconductor earnings - What to learn from companies that went public too quickly
Companies discussed: MSFT, NVDA, TSM, META, AMD
Host: Deidre Woollard Guest: Beth Kindig Producer: Ricky Mulvey Engineers: Rick Engdahl, Heather Horton
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