Alphabet rally paused, NVIDIA bouncing amid AI chip partnership competition with Meta reportedly seeking Google deal
speaker1
Market was overexcited about AI opportunity, now rethinking and penalizing OpenAI area - questioning rationality and future direction
speaker1
Brian Kersman
Barriers to entry in large language models are much lower than originally anticipated
If competition increases but companies still invest massively, should demand hold up for NVIDIA and hardware infrastructure?
speaker1
Brian Kersman
Near-term GPU demand continues but third-party channels show pricing softness that will continue
Brian Kersman
Long-term questions about spending headroom and durability of growth beyond this year and next