Rick Sherland

Rick Sherland, Founder of Sherland Partners and senior advisor at Wedbush Investment Banking, dives into the fierce competition between AI hardware and hyperscalers. He predicts that enterprise adoption will broaden the AI trade, significantly increasing demand for GPUs and data centers. The discussion also touches on the impact of rising U.S.-China tensions, including a TikTok joint venture and military aid to Taiwan, and how these factors could reshape global markets in the upcoming year.