AI Use Cases and the Semiconductor Future with Groq

In this Company Spotlight, AlphaSense partnered with Rihard Jarc, Founder of UncoverAlpha & CIO of New Era Funds, to host this discussion with Groq’s General Manager at GroqCloud™, Sunny Madra, on the evolving semiconductor market and AI’s transformative role.

The discussion examined:

• Nvidia’s leadership in AI training and inference through moats like CUDA and networking.
• Emerging AI trends, including Meta’s AI strategy with LLama, and the debate between open-source vs. closed-source models.
• Groq’s unique approach and how they are positioned to disrupt the AI chip market.

You'll gain valuable insights into how AI and semiconductor innovations can shape market performance and portfolio strategies.

Disclaimer: The views presented are solely the guests' own opinions, and do not represent the views of AlphaSense. Nothing in this broadcast constitutes investment advice.