The Next AI Investment Story: Power

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Episode
1641 of 1937
Længde
27M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

One query on ChatGPT takes 10x the amount of electricity as a Google search.

(00:21) Ricky Mulvey and Asit Sharma discuss: - How big tech is dealing with the electricity demands of AI systems. - Companies that could benefit from more energy usage. - If Under Armour can turn around.

Then, (17:43) Brendan Hughes, the author of “Markets in Chaos” joins Ricky to discuss why he’s concerned about the level of money printing in the United States, and one area for investors to watch.

Companies discussed: NVDA, MSFT, DUK, OKLO, UA, META, FNV

Live podcast in Denver on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/?eventOrigin=group_upcoming_events

Visit our sponsor: Go to www.monarchmoney.com/fool for an extended 30-day free trial

Host: Ricky Mulvey Guests: Asit Sharma, Brendan Hughes Producer: Mary Long Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices


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