Vidya: Every tech company in the world is trying to get their hands on as many NVIDIA GPUs as they can. She says increasing demand for GPU driven by the generative AI boom has been an explosive force behind NVIDIA's growth. Vidya: Over the longer run, there's more uncertainty because AMD and Intel may try to take market share from NVIDIA.
Bloomberg News Senior Wealth Reporter Heather Perlberg talks about how a $1.5 trillion program for home buyers is propping up banks. Chris Miller, Associate Professor at Tufts University and author of Chip War: The Fight for the World's Most Critical Technology, shares his insight on the latest news from the volatile semiconductor industry. Dr. Ellen Wald, President of Transversal Consulting, discusses Saudi Arabia’s pledge to shave an extra 1 million barrels-a-day from its production in July. And we Drive to the Close with Lisa Erickson, Head of Public Markets Group at U.S. Bank Wealth Management.
Hosts: Carol Massar and Matt Miller. Producer: Paul Brennan.
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