AI chips
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 3, 2025 by Jason Van Gaal · across every show →
Everything said about AI chips, oldest first
Feb 3, 2025 neutral
Van Gaal: AI customers pay premiums to receive chips immediately
“The exact same thing is going to video people pay more money to get the chips today versus in six months from now. Opportunity. There's an opportunity cost for customers in that space. And there was one for customers in our space as well.”