Reported 3 days ago
In 2025, as AI infrastructure evolves, Creative Strategies CEO Ben Bajarin predicts ongoing growth in demand for compute power, driven by major players like Nvidia, Broadcom, AMD, and Marvell Technology. He anticipates a shift towards software monetization of AI-related stocks and highlights increased productivity across industries due to AI implementation. The discussion also touches on cloud computing expenditures and the future of Apple's AI-enabled devices.
Source: YAHOO