Media Shares Plummet, AI Demand Uncertain

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CNBC

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Technology

AI and semiconductor landscape going to be 'much more competitive' by end of 2025: Bessemer's Deeter

Summary

Nutrition label

67% Informative

Amazon CEO Andy Jassy talked about the demand for AI chips earlier today.

Byron Dieter , partner at Bessemer Venture Partners , joins John Defterios on the panel.

He says demand from hyper scalers like Amazon is insatiable and demand for NVIDIA chips is going to be diversified in the coming quarters .

And so I, I think we're going to start to see some separation of the application leaders.

The biggest pure plays in AI are still in the private markets.

That's the open AI is the anthropics, even the data bricks of the world who are huge beneficiaries here.

Salesforce is racing to make agent force, you know, part of their offering and has some real tailwinds if they can cannibalize their own core markets.

VR Score

Informative language

Neutral language

Article tone

informal

Language

English

Language complexity

Offensive language

not offensive

Hate speech

not hateful