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AI Hype or Hazard? The Risks Behind the Acceleration

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Manage episode 518884813 series 3289377
Content provided by PGIM. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by PGIM or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The technology industry has spent heavily on all things AI, from training large language models (LLMs) to building up the infrastructure required to meet demand. Investments across a range of sectors with exposure to the AI boom, including cloud computing, chips, data centers and the power grid, have lifted economic growth and supported financial markets through a period of global uncertainty. One estimate from McKinsey & Co. suggests that demand for new and updated digital infrastructure will require an estimated $19 trillion in investments through 2040. Much of this capital will come from institutional investors. Supply-demand dynamics, the impact of new innovations, and the pace of adoption will help guide investors as they determine how to allocate their exposure to AI.

This episode of The Outthinking Investor explores growth opportunities and potential challenges across the AI ecosystem. Experts discuss sectors that stand to benefit from AI, intense demand for AI infrastructure, managing obsolescence risk, and whether AI can deliver on expectations for productivity and returns.

Our guests are:

  • Richard Waters, Technology Writer-at-Large for the Financial Times
  • Owen Hyde, Managing Director and Equity Research Analyst at Jennison

Learn more about the AI boom by visiting Jennison's AI Resource Center (https://www.jennison.com/campaignCountry/en/institutional/perspectives/ai-resource-center).

Do you have any comments, suggestions, or topics you would like us to cover? Email us at [email protected], or fill out our survey at PGIM.com/podcast/outthinking-investor.

To hear more from PGIM, tune into Speaking of Alternatives, available on Spotify, Apple, Amazon Music, and other podcast platforms. Explore our entire collection of podcasts at PGIM.com.

  continue reading

48 episodes

Artwork
iconShare
 
Manage episode 518884813 series 3289377
Content provided by PGIM. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by PGIM or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The technology industry has spent heavily on all things AI, from training large language models (LLMs) to building up the infrastructure required to meet demand. Investments across a range of sectors with exposure to the AI boom, including cloud computing, chips, data centers and the power grid, have lifted economic growth and supported financial markets through a period of global uncertainty. One estimate from McKinsey & Co. suggests that demand for new and updated digital infrastructure will require an estimated $19 trillion in investments through 2040. Much of this capital will come from institutional investors. Supply-demand dynamics, the impact of new innovations, and the pace of adoption will help guide investors as they determine how to allocate their exposure to AI.

This episode of The Outthinking Investor explores growth opportunities and potential challenges across the AI ecosystem. Experts discuss sectors that stand to benefit from AI, intense demand for AI infrastructure, managing obsolescence risk, and whether AI can deliver on expectations for productivity and returns.

Our guests are:

  • Richard Waters, Technology Writer-at-Large for the Financial Times
  • Owen Hyde, Managing Director and Equity Research Analyst at Jennison

Learn more about the AI boom by visiting Jennison's AI Resource Center (https://www.jennison.com/campaignCountry/en/institutional/perspectives/ai-resource-center).

Do you have any comments, suggestions, or topics you would like us to cover? Email us at [email protected], or fill out our survey at PGIM.com/podcast/outthinking-investor.

To hear more from PGIM, tune into Speaking of Alternatives, available on Spotify, Apple, Amazon Music, and other podcast platforms. Explore our entire collection of podcasts at PGIM.com.

  continue reading

48 episodes

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