NVIDIA Charges Forward in the AI Era and Gaming’s “YouTube Moment” | The Brainstorm EP 41

Are we at a pivot point for the gaming industry? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by Next Generation Internet Director of Research Frank Downing to discuss the recent NVIDIA announcements as well as shifts in the gaming industry.


If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.


Key Points From This Episode:
00:00:00 Intro
00:00:19 Nvidia's New Chip
00:05:12 Nvidia's Cuda Moat
00:11:33 Top Takeaway From Nvidia's Conference
00:12:59 Gaming Trends to Watch
00:14:35 Shift in IP Rights For Gaming
00:18:09 Is Gaming Having Its YouTube Moment?
00:19:55 Gaming Trends to Watch

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