Show notes
This month, James Tulloch is joined by Valeria Moore to discuss the Artificial Intelligence investment cycle, from infrastructure spending and enterprise adoption to power constraints, regulation and security.
The episode examines whether strong demand can sustain current levels of AI investment (03:16), how businesses are choosing between different models (07:49) and why the next phase of adoption may favour cloud providers (05:36). The discussion also considers the risks surrounding cyclicality, capital expenditure, supply bottlenecks and the returns generated by AI projects…
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