
Episode 5: Beyond the Hype—Decoding the AI-Chip Ecosystem
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About this listen
This isn't a bubble; it's a modern-day AI gold rush driven by real, tangible demand for foundational infrastructure. Discover why semiconductors are the "shovels" of this revolution.
We decode the AI-chip ecosystem, from design and manufacturing to the machines and the massive data centre "boomtowns". Get your roadmap to wealth by understanding how to invest across this interdependent ecosystem.
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