Nvidia (NVDA) and Advanced Micro Devices (AMD) introduced their latest generation of AI chips — Nvidia's Ruben and AMD's MI325X accelerator — as the chip giants accelerate into a new product cycle. I/O Fund Lead Tech Analyst Beth Kindig joins The Morning Brief to comment on the market share these chip leaders have room to acquire as they roll out more of these products in the tightening AI race.

This video was originally published on June 3, 2024

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