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Transcripts For BBCNEWS Business 20240702

large chipmakers, including intel and amd. with the ai chip race heating up, companies are racing to catch up with nvidia, which is the leading manufacturer of the advanced technology. that s according to industry expert bob o donnell. this is the most exciting computex show in a very long time. it s the first time i ve been back in almost 15 years, because i feel it s such a big deal. and forjensen, he s the rock star he s literally on a stadium tour, all his last speeches have been in stadiums like a rock star. there was a lot of excitement there, and he s got the big vision story to tell, because he is indeed the figurehead leading the industry at this point. and his idea is, look, companies are now starting to leverage ai across all kinds of applications, and there s enormous opportunities. now he acknowledges because his favourite line is, the more you buy, the more you save he says it s ceo maths, so it s correct, but it s not accurate. that s the gist of the

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Transcripts For BBCNEWS Business 20240702

applications. that are also ai. mr huang informally kicked off the computex technology expo in taiwan, on sunday. the event is also being attended by bosses from other large chip makers, including intel and amd. with the ai chip race heating up, companies are racing to catch up with nvidia, which is the leading manufacturer of the advanced technology. that s according to industry expert bob o donnell. this is the most exciting computex show in a very long time, is the first time i been backin time, is the first time i been back in almost 15 years because i feel at such a big deal. back in almost 15 years because ifeel at such a big deal. and forjensen, he is the rock star he s literally on a stadium tour, all his last speeches have been in stadiums like a rock star. there was a lot of excitement there, and he s got a big vision story to tell because he is indeed the figurehead leading the industry at this point. his idea is, look, companies are now starting to leverage

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Transcripts for BBCNEWS Business Today 20240604 00:40:00

opposition from lawmakers over plans to list in the united states, because of its ties to china. shein did not immediately respond to a bbc request for comment. we are keeping an eye on that computex technology expo taking place in taiwan. we ve already heard from jensen huong from nvidia over the weekend, and we are looking out for words from the ceo of amd, the main competitor to nvidia. we will bring you that when we have more information. in the meantime, goodbye for now.

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Transcripts for BBCNEWS Business Today 20240604 00:32:00

the more you buy, the more you save he says it s ceo maths, so it s correct, but it s not accurate. that s the gist of the story he s trying to tell because that s a huge investment. that s the question people have right now people are spending a lot of money, and the question is, when will be some of that pay back, and how does that work out? whatjensen was describing i think will absolutley happen, the question is the pace at which it happens and again, as you hinted at, what about these other competitors and how do they impact nvidia themselves? so elaborate on the competitors, then, are they playing catch up and how far behind are they? all these guys are working hard to compete at different levels with nvidia. directly in the ai data sector, amd is the biggest competitor for them, and the company is expected to have some more announcements around their competition versus nvidia but it s been slow. i will say, however, we re in a situation where nvidia has 90% share and

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Transcripts for BBCNEWS Business Today 20240604 00:31:00

large chipmakers, including intel and amd. with the ai chip race heating up, companies are racing to catch up with nvidia, which is the leading manufacturer of the advanced technology. that s according to industry expert bob o donnell. this is the most exciting computex show in a very long time. it s the first time i ve been back in almost 15 years, because i feel it s such a big deal. and forjensen, he s the rock star he s literally on a stadium tour, all his last speeches have been in stadiums like a rock star. there was a lot of excitement there, and he s got the big vision story to tell, because he is indeed the figurehead leading the industry at this point. and his idea is, look, companies are now starting to leverage ai across all kinds of applications, and there s enormous opportunities. now he acknowledges because his favourite line is,

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