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AI investors are getting nervous. Should they be?
Big Tech is spending at a scale we’ve never seen before to build the infrastructure behind AI, but investors are still trying to answer the trillion-dollar question: will the returns justify it? Alec is joined by T. Rowe Price portfolio specialist Sam Ruiz to unpack what earnings season has revealed, where the AI bottlenecks are shifting, and why the hardware supplying the boom may be an easier question to answer than picking the eventual AI winners.
In this episode:
00:00 Is the AI Boom Sustainable?
03:52 Big Tech’s Trillion-Dollar AI Bet
06:58 AI Revenue Is Surging
09:17 Who’s Funding the…
The skinny
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