The technical side of AI, technology investments

02/10/2025 13 min Temporada 5 Episodio 166
The technical side of AI, technology investments

Listen "The technical side of AI, technology investments"

Episode Synopsis

In this episode, Annabelle Miller, principle, investment at ECP Asset Management unpacks the current dynamics in the AI world, particularly chip manufacturing and the development of critical infrastructure like data centre. She also championed TSMC over the likes of Nvidia when it comes to stock selections – tune in to find out more.