00:00 Speaker A
Damn, are these companies so different even though they tout AI chips with some ability? Nvidia and CEO Jensen Wong are leading the way in AI chips. AMD CEO Lisa Su continues to fight a great battle against Nvidia. And Intel is trying to do something with AI chips and try to reinvent itself. All of this brings me to today's question of the day. What is the best way to benefit from the AI revolution? Are you going to remain a leader like Nvidia? Can you bet and accept it, so AMD can take market share from Nvidia? Or will he throw a Hail Mary pass and do his best to help Inter come back? Dan Ives, I don't think you are. You don't have much faith in Intel.
01:05 Speaker B
Well, I mean, you have to wonder where Intel stands today compared to Trump's apparent support for Nvidia. It's a completely different story than a year ago. So for me, I think it's the Godfather of AI Nvidia who will be playing in the semi-finals. You should own AMD, Micron, Broadcom, and everything Lisa Su is doing. I think this should be part of Intel's portfolio, given its increasingly larger role in the AI revolution. You can't simply count them. They're no longer at those kitchen-like tables where random people gather like you would, as if we were attending a wedding. They are they, they are approaching a cool table.
02:04 Speaker A
Oh, I'm at the cooler table now, Dan. Of these, Gil
02:08 Speaker B
But you're always at the cool table.
02:10 Speaker A
No, it's going to take a while, Dan. It takes time. Yeah, no, I used to hang out by the fridge too. Gil, look, out of these three stocks, can you make a case for Nvidia or bankruptcy, or Nvidia and Intel?
02:26 Speaker C
Well, in the AI industry, we stick to what works in a wide range of scenarios: Microsoft and Nvidia. Whether late in the cycle or early in the cycle, these two have created most of the value so far and will continue to create most of the value so far. So we're going to focus on those and probably stay away from the big players in the data center space and the semi-space space. In fact, we think there is still opportunity in software. You can't run AI in an enterprise context without having all your data in one place. That's why we need snowflakes. You can't run AI in an enterprise environment without observing the ever-more complex running applications. For that you need a data dog. So let's not forget the fact that a lot of the best investments in AI are still in software, Microsoft, Snowflake, Datadog. But again, somehow, we're using Nvidia chips to do all of this.
03:42 Speaker A
Just a quick note to the Yahoo Finance community watching this. Any great stock ideas from the last 25 minutes are welcome. Ines, one last thing. I'm not going to ask you to pick a stock among these three. Because that's not what we do here. But which story do you think is more compelling?
04:02 Speaker D
I'll leave you with one bullish comment about Intel. All the points Dan Ives mentioned, as well as advanced packaging techniques. This is what Jensen Wang mentioned when he made a $5 billion investment in Intel. This is a very interesting space. I'm a little curious about this. I'm not an engineer, but this is basically chiplets that you string together and stack, and this is an interesting area where Intel has that technology. So this is one of the bullish points for Intel.
04:54 Speaker A
My Person of the Day award goes to Ines Ferret for stepping up to the microphone to talk about advanced packaging and chips. Thanks to my roundtable. You guys destroyed it.
