
Season 1 · Episode 21
Stacy Rasgon: AI Pixie Dust
In the Know · The Podcast Company UK
April 30, 202426m 51s
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Show Notes
Senior US Semiconductor Analyst Stacy Rasgon joins us once again with host Diana Wood to provide an update on where things stand in the world of semis in the context of AI. We touch on Sam Altman’s proposed $7 trillion investment to ‘reshape the business of chips and AI’, predictions for China in 2024, and what can (and should) be done to make the future AI reality live up to the current AI dreams.
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