{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Beyond the Benchmark by EFG","title":"EP 95: The evolving battlegrounds in the AI value chain | 10th April 2024","html":"","width":"100%","height":180,"duration":2430,"description":"The boom in the Artificial Intelligence value chain over the past 18 months has made stocks such as NVIDIA household names and delivered significant returns for well placed investors. However, as AI usage and commercialisation evolves and matures, who will the next winners be in this rapidly changing space? Moz talks with Jonathan Rawicz and Henry Walters to identify the future battlegrounds, looking at how AI will be deployed, who the main players are, or could be, and what system architectures are available.Our host, Moz Afzal:https://bit.ly/31XbkTROur guests:Jonathan Rawicz, Senior Portfolio Manager, New Capital:https://bit.ly/3KILnwRHenry Walters, CFA, Equity Analyst at EFGAMhttps://bit.ly/44mM74FEFGAM:https://www.newcapital.com/Important disclaimersThe value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service. This document is for general information only and is not intended as investment advice or any other specific recommendation as to any particular course of action or inaction. The information in this document does not take into account the specific investment objectives, financial situation or particular needs of the recipient. You should seek your own professional advice suitable to your particular circumstances prior to making any investment or if you are in doubt as to the information in this document.Although...","thumbnail_url":"https://img.transistorcdn.com/3vb4EsPTUbsuZ7lsK8IMqas5NLWngd6iqq-wmN8fopM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS80N2Q5/MmU3YzY2ZWJlMmEz/YmE0ZjFmMjU0ZjYw/ZmY0ZS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}