INTC's TSM Challenge, AWS Inflection Point & Software's Leadership

Steven Dickens discusses all things A.I. He mentions Intel (INTC) as a company that has lots of promise but also lots of questions if its assets are acquired by another company, particularly TSMC (TSM). He later dives into Amazon's (AMZN) AWS platform and what he learned by speaking with the team behind it. Software companies like Snowflake (SNOW) and Oracle (ORCL) will be at the top of Steven's watch list, as he believes software will take the A.I. crown from hardware giants like Nvidia (NVDA).

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