2min chapter

Invest Like the Best with Patrick O'Shaughnessy cover image

Gavin Baker - AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385]

Invest Like the Best with Patrick O'Shaughnessy

CHAPTER

Exploring the Evolving Landscape of Data Centers and Semiconductors

This chapter explores the evolution of data centers and semiconductors through the speaker's 25 years of experience in the industry. It emphasizes the crucial role of technological advancements and key companies like NVIDIA and AMD in driving market innovations.

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