May 8, 2023· 59 min

Inside the Battle for Chips That Will Power Artificial Intelligence

Stacy Rasgon

Orality

Model

50%

Speaker Breakdown

HostTracy Alloway(2,282 words)

M:93%

HostJoe Weisenthal(1,023 words)

M:29%

GuestStacy Rasgon(9,002 words)

M:28%

Oral Indicators

Agonistic33%

obviously, very, basically

Engagement71%

you, our, your

Memory Aids100%

listen, now, like

Repetition100%

like (301x), it's (153x), they (105x)

Parallelism97%

And I'm Tracy Alloway...., And I've heard to talk about t..., But, yes, there is a lot it's ...

Sound Patterns76%

100 question(s), alliteration: "markets move", alliteration: "barclays brief"

Formulaic Phrases6%

at the end of the day, you know what, i mean

Literate Indicators

Hedging8%

probably, maybe, apparently

Passive Voice6%

are used, are used, is called

Abstract Nouns11%

investment, conversation, scarcity

Subordination7%

because, while, until

Sentence Length32%

Avg: 13.0 words/sentence

Word Complexity44%

investment, analyze, anticipate

Academic Markers0%

Impersonal Style29%

927 personal pronouns found

Descriptive Style93%

really, probably, obviously

Description

Nobody knows for sure who is going to make all the money when it comes to artificial intelligence. Will it be the incumbent tech giants? Will it be startups? What will the business models look like? It's all up in the air. One thing is clear though — AI requires a lot of computing power and that means demand for semiconductors. Right now, Nvidia has been a huge winner in the space, with their chips powering both the training of AI models (like ChatGPT) and the inference (the results of a query.) But others want in on the action as well. So how big will this market be? Can other companies gain a foothold and "chip away" at Nvidia's dominance? On this episode we speak with Bernstein semiconductor analyst Stacy Rasgon about this rapidly growing space and who has a shot to win it. See omnystudio.com/listener for privacy information.

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