Investing Experts cover image

Tech stocks: staying ahead of the curve

Investing Experts

00:00

Cerebras and the AI Semiconductor Landscape

This chapter explores the implications of Cerebras' recent IPO on the semiconductor market, particularly in relation to NVIDIA's dominance. The discussion underscores the niche nature of Cerebras' technology and argues against prematurely betting against the broader AI market.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app