On this episode of Chit Chat Stocks, we speak with recurring guest and Big Tech expert Rihard Jarc on the race in artificial intelligence (AI). We discuss:
(00:00) Introduction
(02:00) Amazon's AI Strategy and Anthropic Relationship
(10:14) Google's Competitive Edge in AI
(19:26) Meta's AI Monetization Strategies
(28:24) Microsoft's Azure and AI Workloads
(32:10) Understanding Neo Clouds and Their Impact
(36:01) Nvidia's Strategic Moves and Circular Accounting
(40:12) The Depreciation Dilemma of GPUs
(52:19) OpenAI's Future and Financial Strategies
(57:56) Predictions for AI Leaders by 2030
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
