Google’s AlphaChip Breakthrough – Is Big Tech Really Competing With the Semiconductor Industry?

Are Google and other big tech really trying to compete with the semiconductor industry? Are companies from Broadcom to Synopsys in trouble because of Google DeepMind's AlphaChip breakthrough? Chip Stock Investors Nick and Kasey explain the real story.

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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

#google #deepmind #googlealphachip #broadcom #marvell #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks

Nick and Kasey own shares of Alphabet


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[bennylam]

Two of you are just like the fastest car in the lane comparing to other youtubers, the information and knowledges that you provided creates the greatest moat distance with other channels. Superb great work !

[michaelknight]

NVIDIA and Broadcom, how they have both the chips and the software, really make them stand out of being some of the very best.

[Ronnieleec]

I appreciate your mention of EDA. I’ve been on the verge of selling Cadence to concentrate further elsewhere. I’m on the fence.

[FoundingFathersUSA]

Excellent analysis and thanks for addressing google's press release.

[shannonoliver]

Another banger! Thanks for the EDA update. So many intangible assets in this space, and almost all valuations I’ve seen have missed this critical piece of info in their valuations. Firing up a DCA doesn’t seem like such a bad idea. Very interesting time to be a tech investor.

[rahulchahal]

Well said, there is some truth to comparison to F1

[divalounger]

Thank you. I always learn so much from your videos!

[sanesanyo]

Just a small correction, it is called reinforcement learning not reinforced learning.

[FatOldman]

Incredible information, always superb Content from great research.

[pandoorapirat]

Dont forget NVIDIAs chipnemo. NVIDIA use culitho and chipnemo for semiconductor to improve it.

[clifftanch]

Is reinforced learning only available via the SNPS or CDNS tools?! The courtesy of a reply would be much appreciated; thank you.

[Jason]

Fast cars lol, great analogy! You both are the best!

[martinbanks]

Hi guys will you another review on axcelis technologies after it's earnings?

[georgebent]

What about the nio chip is there anything to it or bs?

[robertwilliam]

NVDA hit an all time high this morning.

[mcesario]

Can you do IBM stock, I see it is picking up lately.

[ttb]

9:55 Blocks of logic by Broadcom, or others, is rarely patented. It is intellectual property, that has been designed and verified and tested to achieve some purpose. A block of logic is more akin to a proprietary software module. It may contain patented technology, but by no means is every block of logic patented.

[clifftanch]

$SNPS performed poorly for some time, despite the very valid points you make in this video. Did you explain in the other video?

[Carol-cbyu]

Bait and switch....or something? Had no idea where this was going. It did remind me to put up a trade for SNPS incase it drifts lower.

[KenjiEspresso]

Ever notice YouTubers think to much of Google? Bias af? 😂