GP Bullhound's #TechnologyPodcast - Our weekly market round-up with our public market team, Inge Heydorn, Partner and Jenny Hardy, Portfolio Manager. Today we will discuss the AI war between Google and Microsoft, what we're seeing so far this year in the semiconductor industry, as well as other takeaways from this week's results across tech.For more information about Tech Thoughts and insights, visit gpbullhound.com/tech-thoughts#TechThoughts #TechUpdate #TechPodcast #TechnologyPodcasts