Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's
The Circuit
00:00
Broadcom, AI Investments, and Tech Dynamics
This chapter explores Broadcom's recent product performance metrics and the growing financial ties between Gulf states and major tech firms like NVIDIA and AMD. It highlights Saudi Arabia's significant investments in AI infrastructure amid geopolitical factors, including competition with China. The discussion also touches on concepts such as 'sovereign AI' and data sovereignty while previewing upcoming tech events.
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