Economist Podcasts AIOU: what if the AI boom busts?
15 snips
Aug 13, 2024 
Guy Scriven, a global business writer, dives into the staggering $1.4 trillion AI investment and the potential threats that could burst this bubble. Moeka Iida discusses the UNESCO listing of the Sado Island gold mine, shedding light on historical tensions with South Korea. Max Norman examines the rise of Zyn nicotine pouches, particularly their appeal among American conservatives and the impact of 'Zinfluencers' in shaping cultural discussions. Together, they explore technology, history, and evolving consumer behavior.
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AI Boom Investment
- The AI boom is driving massive investment in infrastructure.
- Some estimates project $1.4 trillion spent over the next four years.
AI Supply Chain Growth
- The AI supply chain includes chip makers, networking companies, server manufacturers, and data centers.
- These companies have seen significant share price increases since early 2023.
Chipmakers Leading the Boom
- Chipmakers like NVIDIA are currently the biggest gainers in the AI boom.
- Other parts of the supply chain, such as server manufacturers like Dell and HPE, are also experiencing rapid growth.