The Case for Sustained Compute Demand

The need for computing power is expected to grow exponentially in the coming years, creating greater opportunities for AI monetization. Although large language models (LLMs) vary in size, the largest ones are predicted to increase computational demands significantly. In this recording, CFRA Senior Vice President of Equity Research Angelo Zino, CFA, discusses how LLMs drive demand in the semiconductor industry and outlines five key reasons Big Tech will continue investing despite limited AI monetization.