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Should investors continue to use AI providers as a Source of Funds for AI adopters?
Episode 353
Published 3 months, 1 week ago
Description
Rising compute costs and slowing returns on AI infrastructure spending may pressure the margins of AI providers while creating opportunities among AI adopters. We also discuss the significance of Micron’s earnings, the recent semiconductor “chip-wreck,” and why the long-term Source of Funds trade could drive a multi-year convergence in productivity, profitability, and valuations across global markets.