The AI Revolution’s New Stack — Energy → Chips → Infrastructure → Models → Apps

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A macro walk-through of why energy is the new moat, chips are sovereign assets, infrastructure is being rebuilt, and apps are collapsing into models as workflows get redesigned for an agentic future. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit substack.fintechtalk.ivalley.co/subscribe

Episode metadata supplied by the publisher feed · Published Mar 2, 2026

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The AI Revolution’s New Stack — Energy → Chips → Infrastructure → Models → Apps

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FinTechTalk Business Reporter FinTechTalk is a monthly webinar series featuring the latest financial services innovations.Each week our expert panel take a look at the latest financial services news, before focusing on developments that are changing the way we work. Hosted on Acast. See acast.com/privacy for more information.

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