PODCAST · business
THE PHYSICAL ECONOMY
by THE PHYSICAL ECONOMY
KMKT IR Hub Radio exclusive editorial. Zach Martin on the return of the physical economy underneath artificial intelligence.
Episodes
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The Second AI Trade: Power, Copper, and the Grid
AI is shifting from a software story to an infrastructure race, with electricity, gas turbines, copper, and nuclear power becoming the real bottlenecks. This episode breaks down the second AI trade and explains why the future of computing now depends on steel, grids, and physical supply chains.
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ABOUT THIS SHOW
KMKT IR Hub Radio exclusive editorial. Zach Martin on the return of the physical economy underneath artificial intelligence.
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THE PHYSICAL ECONOMY
CATEGORIES
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