Angela Zeno
speaker
15 appearances
1 recordings
1 series
first heard Feb 2026
last heard 25 Feb
Angela Zeno’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.
Appearances
Nvidia started out designing graphics chips that powered high-end PCs for things like video games.
The company then figured out those chips could be adapted for AI.
It just had the right technology at the right time.
Jacob Bourne is an analyst with eMarketer.
And while the AI boom has been very, very good for NVIDIA, Matt Bryson, managing director of hardware and semiconductors at Wedbush Securities, says investors are starting to wonder... Is there the potential that competition changes that dynamic?
Competition from, say, AMD, another chipmaker that announced a partnership with Meta this week.
Google and Amazon are designing data center chips of their own.
So NVIDIA is trying to stay ahead by looking beyond data centers, says Angela Zeno, senior equity analyst with CFRA Research.
The edge as in actual devices that people use, not data centers.
Running AI locally can speed up some computations.
Zeno says that's mission critical for things like robots or autonomous vehicles.
And for those users who don't plan to let AI drive them through busy streets, local computing can have benefits even on your standard laptop computer, says e-marketer Jacob Bourne.
He says users working with sensitive information like healthcare or financial data can more easily keep it private.
He says NVIDIA wants more of its chips on those devices as data center competition heats up.
I'm Daniel Ackerman for Marketplace.
Showing 1–15 of 15