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Deirdre Bosa: You Can't Ignore How Little China Spends on AI CapEx
Manage episode 519034212 series 2938944
Dan Nathan and Deirdre Bosa, CNBC's Tech Check host, delve into key topics around AI technology and investments. They discuss the growing influence of Chinese open-source AI models and compare US and Chinese AI CapEx spending, drawing on insights from a Bloomberg tweet thread. The conversation highlights China's commoditization strategy in AI and its implications for US-China tech competition. They also scrutinize tech companies like Core Weave, Meta, and AMD, examining their financial strategies, AI ambitions, and market performance. The challenges of power constraints, valuation concerns, and investor sentiment shifts in the AI and tech sectors are thoroughly explored. —
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882 episodes
Manage episode 519034212 series 2938944
Dan Nathan and Deirdre Bosa, CNBC's Tech Check host, delve into key topics around AI technology and investments. They discuss the growing influence of Chinese open-source AI models and compare US and Chinese AI CapEx spending, drawing on insights from a Bloomberg tweet thread. The conversation highlights China's commoditization strategy in AI and its implications for US-China tech competition. They also scrutinize tech companies like Core Weave, Meta, and AMD, examining their financial strategies, AI ambitions, and market performance. The challenges of power constraints, valuation concerns, and investor sentiment shifts in the AI and tech sectors are thoroughly explored. —
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
882 episodes
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