166: Google AI Overview, Nvidia $3T?, Starbucks Struggles, Chipotle Meme & Trump on Crypto
Not Investment Advice
Importance of AI Data Center Chips
The revenue from AI data center chips, especially from companies like Meta, Google, Amazon, and Microsoft, is significant. Despite concerns about sales slowing down, the release of a new chip, Blackwell, in Q4 has not affected sales. The high expectations for these chips reflect the crucial role they play in generating revenue.
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