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16min chapter
SCOTUS Tax Ruling, US Housing
Bloomberg Intelligence
AI Market Growth and Impact on Tech Companies
The chapter explores Dell's involvement in building an AI factory for Elon Musk's XAI startup, along with the potential multi-billion dollar deal with Supermicro. It discusses the challenges and solutions related to power needs for AI factories and data centers, predicting significant revenue growth for companies like Dell and Supermicro in the AI server sales sector. The conversation also covers the impact of AI on various tech companies, McDonald's strategic moves in the fast-food industry, and the challenges faced by restaurant chains in attracting customers amidst a weak consumer environment.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode