Exploring Mag 7 Capex Offers Amd Opportunity Nvda Competition Lingers

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With AI spending in Amazon (AMZN), Alphabet (GOOGL), Microsoft (MSFT), Dave Altavilla Jason Child, CFO of Arm Holdings (ARM), talks about the company's recent earnings which he says got a boost from mega caps ... 0:00 Intro 8:03 Jensen Huang's Keynote

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