The rise of AI has been hailed as a new industrial revolution - a huge economic success story (depending on your point of view) with massive implications for energy, materials and jobs.
In the US, artificial intelligence has accounted for the vast majority of economic growth so far this year - not least because of the patronage of Donald Trump, who's also fond of taking AI-generated jibes at his critics.
But does the US have enough access to the infrastructure and materials needed to fuel this economic boom? Has it become too dependent on AI and could the bubble be about to burst?
Niall is joined by Sky's economics and data editor Ed Conway - who has been in the US visiting the largest concentration of data centres in the world.
Producer: Tom Gillespie
Editor: Mike Bovill
