The chapter explores Nvidia's dominant role in the AI chip market, detailing their revenue surge, market share, and competitive landscape. It discusses the sustainability of Nvidia's growth amidst increasing AI spending and the challenges faced by competitors like AMD and Intel. The conversation also draws parallels between the current AI advancements and past technological revolutions, envisioning a future where AI becomes integral to business operations.
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Bloomberg News US Semiconductor & Networking Reporter Ian King and Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani join for a roundtable discussion on Nvidia and how it's rekindling AI mania in markets. Bloomberg News Auto Reporter Keith Naughton discusses a potential lull in EV demand, driven by recent job cuts at Rivian. Kate Kaminski, COO of Walton Global breaks down the state of the US housing market. And Bloomberg News Technology Reporter Kurt Wagner leads a deep dive on his book, "Battle for the Bird: Jack Dorsey, Elon Musk, and the $44 Billion Fight for Twitter's Soul".
Hosts: Carol Massar and Tim Stenovec.
Producer: Paul Brennan, with assistance from Justin Milliner.
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