The chapter delves into NVIDIA's numerous corporate partnerships and its unique position in defining new technology categories. It discusses the transformative impact of GPU technology on existing infrastructure and the necessity for companies to adapt to remain competitive. The conversation also explores the implications of sovereign AI, potential impacts of large language models becoming free, and the evolution of technology themes in the industry.
On episode 135 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Liz Young of SoFi to discuss: the Fed, Nvidia's new chip and where the stock goes from here, what could change the bullish market environment, the mixtape generation, and much more!
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
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