AI Demand Slowing? Think Again.
Oct 19, 2024•24 min•Ep. 22
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Episode description
In this episode I talk about some of the large investment banks and financial institutions, what rate cuts mean for their business outlook and briefly cover their solid earnings. I also talk a bit about TSM, the demand for AI chips, and what that means for companies like NVDA and Big Tech. I end with a bit about renewable energy, the recent small modular reactor deals and the demand for an environmentally friendly and cost efficient solution.
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