18min chapter

Invest Like the Best with Patrick O'Shaughnessy cover image

Gavin Baker - AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385]

Invest Like the Best with Patrick O'Shaughnessy

CHAPTER

Navigating AI's Tech Investment Landscape

This chapter explores the evolving dynamics of AI technology and its implications for tech investing, focusing on scaling laws and infrastructure efficiency. It highlights the need for new metrics to evaluate performance and compares the competitive positioning of AMD and NVIDIA in the semiconductor market. The discussion also underscores the importance of system synergy in data centers and draws parallels between advancements in computing and energy efficiency.

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