Biagio Simonetta

Biagio Simonetta is a savvy industry expert delving into the semiconductor landscape. He unpacks Nvidia's impressive rise in market value, surpassing Microsoft for the first time. The conversation highlights the shifting dynamics within big tech and AMD's advancements in GPU technology. The discussion also touches on OpenAI's fierce competition for AI talent and how these developments are transforming the market. With a focus on the economic implications of AI, Simonetta emphasizes the need for keen insights in this fast-evolving sector.