Nvidia’s growth is tied to a massive global build-out of AI infrastructure — but most of the spending isn’t coming from consumers. It’s coming from hyperscalers like Amazon, Microsoft, Meta and Google pouring hundreds of billions into data centres and AI chips.

We unpack whether that spending boom can continue, why Big Tech is now turning to debt markets to fund it, and what happens if expectations around AI start to cool.

This bite is from our episode ‘The winners and losers of an AI revolution’.

For more or to watch on YouTube—check out http://linktr.ee/sharedlunch

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