Everyone is talking about AI, but what does it actually take to power this revolution? In our latest Silicon Valley Bitesize episode, portfolio manager Mike Seidenberg pulls back the curtain on the massive infrastructure build-out that's happening right now – a wave of investment so large it dwarfs major public works projects.

From multi-gigawatt data centres that consume the power of a small city to the critical "plumbing" companies providing everything from cooling systems to backup power software, Mike explains why the AI opportunity is about so much more than just chips. He shares his on-the-ground perspective on the bottlenecks, the long lead times, and how the Allianz Technology Trust team aims to identify the disciplined, best-in-class companies poised to win in this new technology cycle.

Listen to understand the sheer scale of the AI infrastructure boom and learn how a long-term, fundamentals-based approach can uncover the hidden gems set to power our future.

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Everyone knows about the chip makers, but what about the rest of the AI story? In this episode of Silicon Valley Bitesize, portfolio manager Mike Seidenberg takes host Cherry Reynard beyond the obvious AI plays to explore the entire ecosystem – from data centre infrastructure to innovative software integration.

Mike explains his "first and second derivatives" approach to AI investing, and reveals why he's optimistic about the long-term technology spending outlook. Tune in for Mike’s perspective on finding value across the full AI investment landscape.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.