About this episode
In this episode, Infratil CEO Jason Boyes discusses the significance of data centres in the AI boom and their potential as a major investment opportunity.
How big is the AI opportunity—really? In this bonus clip, Infratil CEO Jason Boyes breaks down why data centres sit at the centre of the AI boom. From surging demand driven by AI agents to the real-world returns already showing up in businesses, we explore why they think it could be one of their biggest investment calls of this decade. This bite is from our previous episode with Infratil. For more places to follow Shared Lunch—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing…
People in this episode
Guest: Jason Boyes
Topics covered
- AI opportunity
- data centres
- investment
- business returns
- Infratil
Keywords
- AI
- data centres
- investment
- Infratil
- business returns
Sponsors
Sharesies
Mentioned in this episode
Organizations: Infratil
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