Ep 10: Moore's Law is dead, but the investing party must go on!

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Renegade Investors

Business


The first time I heard NVIDIA's CEO saying that Moore's Law is dead, I was confused! How can Moore's Law be Dead? How is it possible that we can imagine a future with chips and semiconductors in everything we own and use, from the packaging of the food we eat to the clothing we wear? And, at the same time, say Moore's Law is dead. More importantly, if Moore's Law is dead, does it mean Semiconductor stocks and companies are dead too? As an investor, how can we stop mourning the death of Moore's law and instead celebrate it? Or, the question we'd want to answer is how do we invest in the semiconductor sector in the post-Moore's Law era?We are going to hear from a well-known physicist, Nvidia CEO, Xilinx CEO, AMD's CTO and even Alphabet's chairman and dig deep into the technology that is emerging to continue to increase computation speed, and of course, we do all that in order to discover companies and stocks that are leading the post Moore's Law era and maybe are good additions to our investment portfolios.Moore's Law can be dead, but the investing party must go on! This episode would not be possible without the freely and openly available content around the web, especially on YouTube. We are fortunate to live in the golden age of free data and information. Thank you!​Detailed list of sources: Frederick Penn's YouTube Channel: Artificial Intelligence(AI) Defies Moore's Law! NVIDIA CEO Jensen Huang, GTC 2017 Keynote | Big Think YouTube Channel: Michio Kaku: Tweaking Moore's Law and the Computers of the Post-Silicon Era | FW Thinking Podcast on iHeart Radio website: The End Of Moore's Law? (Not Really) | NVIDIA YouTube Channel: NVIDIA GTC Europe 2018 - Jensen Huang Keynote | Xilinx Inc YouTube Channel: XDF 2018 Keynote: Platforms for the Adaptable, Intelligent World by Victor Peng, President and CEO | Google Developers YouTube Channel: The future of computing: a conversation with John Hennessy (Google I/O '18) | https://freesound.org