AI Infrastructure 2025: DeepSeek, Nvidia & Hyperscaler CapEx

Missed the SumZero Top Stocks 2025 Investor Summit?

This on-demand recording featuring Divya Narendra, CEO of SumZero, and Michelle Brophy, Director of Research, TMT, at AlphaSense, is now available.

In this session, Divya and Michelle explore how the evolving AI infrastructure landscape is reshaping investment opportunities, including:

• The impact of DeepSeek’s Model R1 on the semiconductor industry and large language models (LLMs), and what it means for Nvidia’s competitive positioning and AI chip demand.
• Hyperscaler capital expenditure plans for 2025, including GPU demand and investment strategies from Microsoft, Meta, and other cloud leaders.
• AI infrastructure developments and how major tech players are positioning for the next wave of AI-driven growth
• The potential of Project Stargate and its financial implications for Microsoft and Oracle.

As AI infrastructure continues to evolve, investors must navigate shifting dynamics in semiconductor supply, hyperscaler strategies, and custom silicon adoption. Gain expert insights and watch the full session now.

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.