The trillion-dollar AI question – can the boom keep paying off?
Artificial intelligence is driving one of the biggest investment cycles in decades. But with spending on AI infrastructure approaching extraordinary levels, can the returns keep pace?
Michael Browne, Global Investment Strategist, is joined by Matt Moberg of Franklin Equity Group and Andy O’Brien of Putnam to examine the economics behind the AI boom. They explore the race to build data centres and computing capacity, the outlook for semiconductors and power, the battle between open-source and frontier AI models, and where investment opportunities could emerge as AI adoption spreads across the…
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