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A deep dive into the semiconductor industry's transformation driven by AI, featuring VanEck's Angus Shillington and Nick Frasse discussing the massive capital expenditure in AI, the rise of fabless semiconductor companies, and the potential long-term impact of this technological revolution. The conversation explores the growth of companies like NVIDIA, the unique investment opportunities in VanEck's semiconductor ETFs SMH and SMHX, and why this AI-driven semiconductor boom differs from previous tech cycles.