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EPISODE · Nov 26, 2025 · 13 MIN

How long can the AI boom last?

from 7am · host Solstice Media

Companies are betting big on AI – and burning through cash to do it. They’re pouring hundreds of billions of dollars into building data centres and developing new models – such as ChatGPT. And so far, these projects are yet to see a financial return. There is one clear winner: Nvidia – the company that makes the chips that power this tech. But how long can its customers keep spending before they have to either turn a profit or scale back? Today, Reuters journalist Stephen Nellis on how long this AI boom can last – and what a crash might look like. If you enjoy 7am, the best way you can support us is by making a contribution at 7ampodcast.com.au/support. Socials: Stay in touch with us on Instagram Guest: Reuters journalist Stephen Nellis Photo: AP Photo/Eric RisbergSee omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Nov 26, 2025

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How long can the AI boom last?

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