# NVIDIA, DeepSeek and the Evolution of AI

Page: https://stenobird.com/podcast/disruptive-forces-in-investing-558440/nvidia-deepseek-and-the-evolution-of-ai
Text version: https://stenobird.com/podcast/disruptive-forces-in-investing-558440/nvidia-deepseek-and-the-evolution-of-ai.md
Podcast: [Disruptive Forces in Investing](https://stenobird.com/podcast/disruptive-forces-in-investing-558440)
Published: 2025-03-05T16:23:34+00:00
Episode link: https://disruptive.libsyn.com/nvidia-deepseek-and-the-evolution-of-ai
Audio file: https://traffic.libsyn.com/clean/secure/disruptive/Disruptive_Forces_-_AI_and_Semis_PASS2.mp3?dest-id=1167224
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JSON: https://stenobird.com/v1/public/podcasts/disruptive-forces-in-investing-558440/episodes/nvidia-deepseek-and-the-evolution-of-ai
Duration seconds: 1683

## Resource

As the world navigates the rapid advancements in artificial intelligence, markets are adjusting to the implications of groundbreaking innovations on growth, competition, and investments. But how are market assumptions about AI shaping investor sentiment? What unique challenges and opportunities do these developments present for the semiconductor industry? And where can investors uncover growth opportunities beyond AI amidst this disruption? On this episode of Disruptive Forces , host Anu Rajakumar is joined by Jamie Zakalik , Senior Research Analyst at Neuberger Berman. Together, they explore the development of AI, resilience of the semiconductor industry, Nvidia's latest earnings, and the exciting opportunities emerging. This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and service…

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## Transcript

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