Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?

The Investor's Guide to Asia
24/07/2025 36 min
Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?

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Episode Synopsis

Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Portfolio managers Rosanna Burcheri and (self-confessed AI sceptic) Dmitry Solomakhin, plus technology analyst Jonny Tseng, join Seb Morton-Clark to discuss their thinking around AI. Watch more from Jonny's research trip to Silicon Valley here. See omnystudio.com/listener for privacy information.

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