Latest / Money Matters with Greg
AI Can Transform Markets But Investors Need Proof
AI can feel like magic: download an app, type a prompt, and you get an answer that would have sounded like science fiction not long ago. But we don’t invest in “magic” we invest in real businesses with real costs, real supply chains, and real expectations baked into stock prices. That’s why we step back and look at AI through a clearer lens: the full AI value chain, from semiconductors and GPUs to data centers, software, and the companies trying to turn AI into measurable productivity gains.
We walk through the two big compute phases that drive demand, training and inference, and why that…
The skinny
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