Trillions of dollars are pouring into artificial intelligence. But is the AI boom outpacing reality?
In the Season 2 premiere of Investing Unlocked (sponsored by PensionBee), Georgie Frost and guest host Russ Mould talk to BBC technology broadcaster Spencer Kelly about what the AI boom means for your money.
They explore the echoes of the dot-com bubble, how exposed investors really are to a handful of AI and tech giants, and look beyond the obvious names to the ‘picks and shovels’ of the AI revolution: chips, data centres and cooling systems.
Are businesses spending more on AI than they can realistically turn into profits? Or can the trillions being poured into the technology ultimately deliver trillions back?
Please remember: this podcast is for information and educational purposes only and does not constitute financial advice.
Capital is at risk.
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To hear more from us:
Georgie Frost
Twitter: https://x.com/spenley
Instagram: https://www.instagram.com/spenleykelly/
Tiktok: https://www.tiktok.com/@spencerkellytech
LinkedIn: https://www.linkedin.com/in/spencer-kelly-400a512/
What is Investing Unlocked?
Companies are spending trillions on AI, governments are ripping up the old economic rulebook, global power is shifting, and populations are getting older. But what do these changes mean for your money?
Hosted by multi-award-winning financial broadcaster Georgie Frost, Investing Unlocked takes you beyond the latest market stories to explore the people, ideas and forces shaping our financial futures.
From the future of gold and the promise of AI to what’s really driving Japan’s resurgence and how we should think about wealth, tax and the Budget, Georgie and an impressive lineup of expert guests go beyond the headlines to ask the questions that matter for investors,
Clear, honest, intelligent and entertaining conversations with experts who make complex ideas easy to understand. Whether you're new to investing or want to see the bigger picture, Investing Unlocked will help you feel more confident, better informed and more in control of your financial future.
Investing Unlocked is sponsored by PensionBee.