Frustrations and Opportunities in Consumer Tech

In this episode of DeepTech, Gene Munster and Doug Clinton unpack Oracle’s $250B market cap surge and what it signals for the AI trade. They compare today’s AI boom to Nvidia’s 2023 breakout, discuss whether we are still in the early innings of AI, and explore the impact of hyperscaler CapEx.

They then turn to Apple’s quiet AI strategy, Siri’s missed opportunities, and what investors can expect from upcoming announcements. The episode wraps with a discussion on custom silicon and what it could mean for Nvidia’s growth.

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