Samuel Sahn

Joining the conversation are Ed Ludlow, Bloomberg Tech co-host and Nvidia expert; Jay Goldberg, semiconductor analyst sharing his insights; Sarah Frier, Big Tech leader discussing AI spending implications; and Samuel Sahn, real estate investor highlighting AI's impact on data centers. They dive into Nvidia's impressive revenue forecast, discuss fears of an AI bubble, and the ongoing demand for AI accelerators. The discussion also covers the electrifying issues of resource constraints and the optimism in Silicon Valley regarding AI's future.