Reported 1 day ago
As we approach 2025, New Street Research's Antoine Chkaiban discusses the major questions and themes regarding AI, emphasizing the ongoing AI investment cycle that began in 2023. He highlights concerns about the sustainability and scalability of AI technologies, particularly generative AI models, but reassures that advancements continue to accelerate. Additionally, he points out that significant players beyond Nvidia are emerging in the AI infrastructure space.
Source: YAHOO