Audio is streamed directly from the publisher (podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about?
RIcky Mulvey talks with Fool analyst Asit Sharma about how investors might think about companies’ AI spend. They also discuss:
- The rate of improvement for AI models
- How non-Mag 7 companies are using AI
- And one company that’s spending smartly on the new technology.
Take a look at the Gartner Hype Cycle.
Host: Ricky Mulvey
Guest: Asit Sharma
Producer: Mary Long
Engineer: Tim Sparks
Companies discussed: GOOG, MSFT, NVDA, ARM, AMD, ORCL
Learn more about your ad choices. Visit megaphone.fm/adchoices