Bigger Pic: The AI Opportunity - Stocks, Semiconductors, and Supply Chains

AI is no longer just a buzzword. It is transforming industries, from the chips that power computers to the massive data centres behind the scenes. In this episode, we speak with Aadil Ebrahim, Group Head of Equities at Klay, about the impact of AI on semiconductors, GPU competition, and tech stock opportunities. We explore US-China tech relations, including recent Nvidia chip exports to China, the evolving regulatory landscape, and what retail investors should watch in AI hardware supply chains. He also shares insights on memory and logic chip spending, and whether AI-driven productivity gains are already priced into the market or if there is more upside for investors. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.