Dom Rizzo

speaker

104 appearances 1 recordings 1 series first heard Nov 2024 last heard Nov 2024

Dom Rizzo’s voice in public audio — every appearance, attributed to the second.

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I think the answer is very clearly and robustly now is probably in the US going forward.

Now, with regards to AI specifically,

Like I said, I think that we have animal spirits in terms of CapEx buildouts.

I think that's going to probably mean more power buildout in the U.S., which you need for AI.

You mean like power, like electricity?

More electricity, physical electricity, right?

Like AI has the potential to be the biggest productivity enhancer for the global economy since electricity, as long as we have enough electricity.

Yeah, that's a really interesting question.

When I look at my strategy, I have a few names that if AI really hits in a big way, there could see fabulous revenue growth from that potential.

And a name that comes to mind in that scenario would be an AMD, right?

I think they have a real potential to be a second source to NVIDIA in the data center for the companies that need true general purpose compute.

In terms of where AI is going to improve the business model,

And it feels more marginal, but it's clearly direct AI.

I would highlight the electronic design automation software companies, the EDA software companies, Synopsys and Cadence.

These two companies design all of the software that all of the chips in the world are designed on today.

And not only is AI supercharging their business with the hyperscalers, Amazon, Meta, Google, all designing their own chips with these two companies.

But they're also making the design process more efficient by putting AI into the software itself.

So the ability to materially, materially increase the potential chip outcomes.

And as a result, their core businesses should be accelerated from that too.

Exactly.

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