While everyone is talking about the Blackwell B200 data center GPUs from #nvidia ( #nvda stock ) and Microsoft's AI co-pilots ( #msft stock ), I think the AI networking and edge AI markets will be huge, with plenty of great companies to cover. Generative AI breakthroughs like #chatgpt and #sora by #openai will benefit many companies like Broadcom ( AVGO stock ), POET Technologies ( POET stock ), and Qualcomm ( QCOM stock ).
With AI stocks like NVDA crashing over the last few days, there's never been a better time to understand the science behind the stocks to find some of the best stocks to buy now!
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Timestamps for this episode:
00:00 AVGO - AI Networking
06:23 POET - AI Photonics
13:16 QCOM - AI at the Edge
Resources & References:
» Nvidia GPU Advances: https://www.youtube.com/watch?v=odEnRBszBVI
» Nvidia AI Advances: https://www.youtube.com/watch?v=6ZFMU9T32-I
» OpenAI Dev Day: https://www.youtube.com/watch?v=XhLlRS2-BO8
» Google AI War: https://www.youtube.com/watch?v=Y9i3OIMitRQ
🙏 Thanks for watching!
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