Let’s Talk Future™ - An Oppenheimer Podcast

The AI Gold Rush Revisited: 2024 and Beyond

Jan 25, 2024
The podcast discusses the vast landscape of generative AI and its potential for the market, economy, and society. It highlights continued improvements in AI performance, monetization expectations, and big themes in 2024. The importance and potential of generative AI in driving productivity growth is explored, along with top picks for investing in AI in the semiconductor space. Nvidia's valuation and stock performance are analyzed, and leading companies in AI infrastructure, including Microsoft, are discussed.
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