00:00 Speaker a
Well, chips are focusing after a strong year on AI-driven demand, and investors are now looking forward to revenue from Nvidia and looking at Intel that works to regain a competitive foothold. John Vinh, equity research analyst at KeyBanc Capital Markets, is joining us now. John, thank you for being here. As we know, the AI story is still front and center, but taking a step back and how should investors position themselves now? And is the advantage still mostly on the Mac 7, or do you see the pocket of opportunity elsewhere?
00:53 John Vin
Yes, I cover the semiconductor industry. II believes that in the medium term, three best-suited names for AI demand will be UM nvidia, Broadcom and AMD. You know, Nvidia, obviously, it's like a crow. They have a clear lead in the space. No one is even close to them. They just dominate the space. They're bolstering something like a new server rack platform called the GB200, also known as Blackwell. They are also on the verge of raising Blackwell in the back half, which only expands their lead even further. Well, when you think about Broadcom, they're like your play with custom AI silicon. More and more hyperscalers, like Google UH with the TPU franchise, will be a key tailwind for them later this year. And AMD is your close-up, like Comer, right? They started out in a really small market share position. They are launching the latest AI GPU, the MI355. This will drive a major upside revision in the second half and drive outside of growth for them. So these are my three favorite plays right now.
