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The AI Explosion: Sustainable Surge or Impending Bubble?


Host Winnie Cisar delves into the world of AI with technology experts Jordan Chalfin and Andy Li. They explore the AI cycle’s current state, NVIDIA’s market impact, and the burgeoning trend of AI workloads shifting from cloud to on-premises, offering a nuanced perspective on the tech landscape.


Winnie Cisar
Global Head of Strategy

Jordan Chalfin, CFA
Head of Technology

Andy Li, CFA
Senior Analyst, Technology

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