AI is no longer just a buzzword. It is transforming industries, from the chips that power computers to the massive data centres behind the scenes. In this episode, we speak with Aadil Ebrahim, Group Head of Equities at Klay, about the impact of AI on semiconductors, GPU competition, and tech stock opportunities. We explore US-China tech relations, including recent Nvidia chip exports to China, the evolving regulatory landscape, and what retail investors should watch in AI hardware supply chains. He also shares insights on memory and logic chip spending, and whether AI-driven productivity gains are already priced into the market or if there is more upside for investors.

Produced/Presented: Ryan Huang

AI is no longer just a buzzword. It is transforming industries, from the chips that power computers to the massive data centres behind the scenes. In this episode, we speak with Aadil Ebrahim, Group Head of Equities at Klay, about the impact of AI on semiconductors, GPU competition, and tech stock opportunities.&nbsp;We explore US-China tech relations, including recent Nvidia chip exports to China, the evolving regulatory landscape, and what retail investors should watch in AI hardware supply chains. He also shares insights on memory and logic chip spending, and whether AI-driven productivity gains are already priced into the market or if there is more upside for investors.
Produced/Presented: Ryan Huang

Insightful discussions on the latest market events and the top companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start to your work day with Ryan Huang, Emaad Akhtar and Audrey Siek from 6am to 9am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 

Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.

Get a head start on your workday with Ryan Huang, Emaad Akhtar and Audrey Siek from 6 am to 9 am. 
Listen to insightful discussions on the stories and issues that matter the most to you and be apprised of the markets and the companies to watch.