The David McWilliams Podcast cover image

The AI Bubble: Boom, Bust & Baked in Nimbin

The David McWilliams Podcast

00:00

Where AI CapEx Is Going: Chips, Power, Buildings

David breaks down AI data-center costs—GPUs, electricity and construction—and why GPUs have short lifecycles.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app