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3min chapter
Equity, Political, and Tech Outlook
Bloomberg Surveillance
Exploring AI Spending and Monetization Dynamics
This chapter dives into the dynamics of current AI investments, examining whether they signify a shift from other tech sectors. It also discusses the capital expenditure trends among cloud providers and the implications for companies like Nvidia, while exploring potential monetization avenues in enterprise vs consumer applications.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode