Interview: Forget data - here's why semiconductors are the new oil
FEAR & GREED | Business News
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The Power of High-End Semiconductors in AI
Nick Griffin, founding partner and chief investment officer at Monroe Partners. Should we be thinking about specific companies in this space? Do we actually go to, I don't know, resources company that suddenly is better at adapting this sort of technology as an investor? How do you think about it? Yeah. There's one, there's the simple, what we would call the weapons manufacturers in the war or the shovels in the boom. So they're bleeding edge semiconductors because whoever's got the fastest semiconductors is going to win in AI.
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