In this episode of Non-Consensus Investing, host Ram Ahluwalia, CIO of Lumida Wealth, welcomes back guest Michael Parekh, a polymath and AI expert. They dive into several key topics, including Nvidia's latest earnings report, the future of AI infrastructure, and geopolitical dynamics affecting the tech sector. The discussion extends to innovations in AI, such as Google's new AI products and Google's Agentic AI development, the impact of AI on personal and professional life, and the unique ways different generations are engaging with AI. The episode concludes with a philosophical reflection on the importance of global cooperation and harmony for technological progress.
(02:00) In-Depth Analysis of NVIDIA Earnings
(03:26) Sovereign AI and Geopolitical Implications
(08:45) Challenges and Opportunities in AI Data Centers
(13:17) The Role of China in the AI Race
(31:25) Middle East AI Ambitions and Data Centers
(37:38) Competitive Landscape: Broadcom, AMD, and Emerging Rivals
(45:13) Jony Ive and OpenAI’s Exploration of a New Form Factor
(51:47) Outlook on Apple’s Future Collaborations with OpenAI
(53:35) Apple’s Capital Allocation Strategy and Long-Term Vision
(58:35) Google's AI Innovations and Product Day
(01:05:18) The Emergence and Impact of Agentic AI
(01:12:44) Generational Perspectives on AI Utilization
(01:14:55) The Future of AI-Powered Web Browsers
(01:24:07) Redefining Human Interaction in the AI Era