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-DELETED- AI: Opportunity with Caution

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Artificial intelligence continues to attract record levels of investment, with billions flowing into data centres, microchips and AI infrastructure. Alongside this excitement, the gap between AI market expectations and real-world productivity is getting harder to ignore.

In our latest podcast, AI: Opportunity with Caution, Brian Arcese speaks to JC Xue about where we may be in the AI investment cycle - exploring why AI remains a compelling long-term opportunity, what growing market froth could signal for investors, and why companies are now likely to start optimising their AI spend.
16 Jul English South Africa Investing · Management

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