Bite: The $750B race to build AI infrastructure

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 Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.See omnystudio.com/listener for privacy information.