How to trade the AI boom beyond chips

00:00 Speaker A

We’re talking about a kind, let’s say it’s like the heavy industry part of the AI ​​cycle, right? Large data centers, too many chips. Um, but you know, if you think about things like robotics, automation, I think more about it, I have read more about it, like this, how many more will have a larger effect in a data center on my life in five or 10 years in five or 10 years, you know, you know, utah or anyway. How are these opportunities? And companies, perhaps some opportunities you see, in these fields, this robotic, the automation area, which is a part of AI trade, but you know, I think this does not have ways to make some of the names related to Mega Cap UH chip.

00:54 Zen

Yes, I think it’s a great way to look at him and we’ve looked like that for a long time. As you know, we were behind the world’s first robotic index and ETF in 2013. So we always had some kind of eye and we focused on this physical automation. If you look at a similar parallel story like UM and the silicone structure we see now, UM Robotics and let’s call it AI’s edge and inference, Nexus uh and polymorphism to this real world. You know, we see different and wider school uh uh, involved players. So, you clearly have power. Therefore, like Infineon et al. Not only helps to use force in data centers, but also in the edges and robots, drones, regardless of the appearing form factor, not only sensor calculation limitations and power calculation limitations, but also to help to have form factor. Therefore, companies that help to get maximum value and are such as energy, form factor UH and quality. Oh this will really be table bets to improve the next UH limit. And frankly, robotic simulations are rapidly accelerating to increase these abilities. So, you know, going from Sim to Real, this, you know, how the industry expresses it, involves having the right hardware and software pile. So um

02:29 Zen

You get both of them, such as physical automation and digital automation in Robo, and think about strategies. Uh, but again, you know, you know, for example, amchella, at some point, traded at $ 200 per share. $ 85 per share. This inference and edge economy UH are starting to rise. They set up a large partnership with the Insta 360 for 360 UH Camera camera images. But if you start thinking, okay, what are the next big growth factors? Indeed, this Edge intelligence and not really priced in the same way. And these companies are smaller market boundaries. So they have more spaces to grow, and at a certain point there is too much money that the economy can invest in a particular field. Game Theory, Power Theory, Power Dynamics Theory, Data Center, but where does this enter? And finally we will see that this calculation takes place with smaller models and autonomy. But let’s not forget that they will be connected to the cloud. Therefore, the connection is also a great issue here. And therefore, names like Cloudflare, Qualcomm and MediaTek, let’s say more for a longer time. This can even be a greater opportunity in data centers. UM, perhaps the data center is the biggest investment of the next two, three years, but we will start to see that other fields really take off. And I think we’re starting to win the season, for example, we’ve seen more excitement, especially for the robot industry that can surprise many people who listen to today today.

05:21 Speaker A

Yes, it is interesting to look at the Uh Ambarella stock table. As if, oh, there still have Covid protrusions. UH Stock is still inferior to the end of 2021. Quickly, you talked about the hardware, so you made me think of what we saw from them last week, and you just know how to combine, now, now, now, let’s think about what they want to do and combine a single story. Um and you know, what they hoped to be both the technical side and the end of a big consumer side.

06:18 Zen

Yeah, look, I never got excited by Metaverse like a virtual reality. Like most of our lives and it must be in the real world. So I was always excited about things that could improve our daily life. UM, the latest UH meta screens and neural bands are a step towards this. SDK is currently limited to ecosystems. I think this is something that should be. But you know, for those who miss it or don’t really know it, you know, now they have these UH glasses, which have a high -quality screen, and now you have a bracelet that you can control now. In other words, the keyboard, mouse, um and my opinion will eventually open the SDK to UH partners to control things around your home. And what you’re really looking at is something I’ve been looking for for a while like the smartphone economy, but we’ve been stuck with our little comfort bricks for a long time. Um, and we can really pass it. And again, this, 10 years ago, you’ve been back to google glasses I had like a small demo, I actually won at an event. But UM is really restricted and the software has been limited, and both develops with a comfortable form factor for a human being, not just a robot, but a connection to the point where you can make local and cloud calculation and a device. UM, but there is a lot of parallelism in terms of how they both combine in real time, UM, let’s perceive it, say analysis and movement skills. And this is one of the slogans of the robot industry, which defines a robot. Again, we become a little more Cyborg, but we also get powers like Fantasia. Now, I don’t even have a Facebook right now, so someone like me, I have to see it depends on other things. However, the companies that help Taiwan’s semiconductor, these chips on the infrared side and on the edge calculation side of these chips, as well as connections and sensors and all the hardware and software piles coming from the up and down flow. Again, especially because we come together to 2026, it is really excited for all these different areas, and I think we started to see that strategies have been taken.

09:23 Speaker A

Yes, I agree. I’m tired of having a phone, but I think the only solution will be one day more technology. Okay, uh Zeno, we’ll leave there. Thanks a lot.

09:36 Zen

Thank you.