Beyond Markets

The significant innovation in the semiconductor industry over the years has undoubtedly enabled the huge advances in artificial intelligence. But where do we go from here? Will more efficient and better performing chips be enough to satisfy the requirements of AI models? 

In this episode, Helen Freer, Investment Writer, talks to Luca Menozzi, Next Generation Analyst, about what the transition to a new era in computing architecture might mean for the future of AI.

01:14 Has innovation in the semiconductor industry enabled the advances in AI?
02:45 What is Moore’s law?
03:38 What’s the scope for chips to shrink further?
04:41 Why do some industry experts believe that Moore’s law is dead?
05:53 Will the advances be enough to satisfy the requirements of AI models?
06:39 Are bottlenecks expected that might hinder the future growth of AI?
07:42 Who is buying the chips?
08:24 Is the demand for semiconductors set to increase?
09:24 Conclusions

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.