Is AI the Next Big Technology Cycle?

Is AI the Next Big Technology Cycle?

From Silicon Valley Byte Size - The Allianz Technology Trust Podcast by AllianzGI Investment Trusts

April 20, 2026 · 16 min · Season 1 · Episode 33

About this episode

Mike Seidenberg discusses the potential of AI as the next major technology cycle and its implications for investing.

In this episode of Silicon Valley Bite Size, Allianz Technology Trust portfolio manager Mike Seidenberg explains why AI may represent the latest in a series of powerful technology cycles, following the internet and cloud computing. Mike discusses the huge infrastructure investments now being made across the AI ecosystem, the productivity gains already emerging in the workplace, and the sharp sell-off in parts of the software sector as investors debate the technology’s long-term impact. He also shares how the Allianz Technology Trust team approaches investing through periods of hype and volatility, focusing on long-term fundamentals and the broader ecosystem of companies powering the AI revolution. Listen to discover how experienced technology investors separate short-term excitement from lasting innovation. Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Guest: Mike Seidenberg

Topics covered

  • AI
  • technology cycles
  • investing
  • infrastructure
  • productivity
  • software sector
  • long-term fundamentals

Keywords

  • AI
  • technology cycles
  • infrastructure investments
  • productivity gains
  • software sector
  • investing strategy
  • long-term innovation

Mentioned in this episode

Organizations: Allianz Technology Trust, AllianzGI Investment Trusts, Acast

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