Last month, chipmaker NVIDIA joined a small group of companies with a valuation of $1 trillion, on the back of unprecedented earnings guidance driven by the recent AI boom. 

In our latest Merill Talks epsiode Marc El-lazidi, CIO at JMFA and journalist Yannick Pace, discuss the race to AI supermacy and the winners and losers in the semiconductor space.

You can join the other 10,000 viewes through our Merill Investors Youtube channel or through the direct link below:

The AI race: Semiconductors in the Spotlight