On this episode of The Real Eisman Playbook, Steve Eisman is joined by Stacy Rasgon. The two of them break down the battle of AI. They discuss Nvidia’s dominance, AMD’s challenge, Intel’s decline, Broadcom’s custom chips, and the impact of China and tariffs. 

 

00:00 - Intro
01:48 - Stacy Rasgon's Background & Nvidia's Growth
11:28 - Use Cases For AI
18:23 - GPU vs Custom Made Chips
24:06 - AMD 31:17 - How Important is China For Nvidia?
35:42 - Which Companies Have Done Well? Which Ones Haven't?
42:46 - The Tariffs Situation
45:47 - Intel 

 

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