EPISODE · Jun 15, 2026 · 36 MIN
The AI Resource Boom Nobody Is Talking About
This week, Fil and Pedro discuss the AI resource boom nobody is talking about and why it could create investment opportunities beyond the big technology names. They explore how AI is driving unprecedented demand for memory, data centres and digital infrastructure, why RAM prices have surged, and what this means for investors. They also share three ASX-listed stocks that could benefit from this growing trend.
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The AI Resource Boom Nobody Is Talking About
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