The AI Ecosystem Play: It's Not Just About the Chips

About this episode

Mike Seidenberg discusses the broader AI ecosystem beyond chip makers and shares insights on AI investing.

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.

People in this episode

Host: Cherry Reynard

Guest: Mike Seidenberg

Topics covered

• AI ecosystem
• investing
• technology spending
• data centre infrastructure
• software integration

Keywords

• AI
• investing
• technology
• data centres
• software

Mentioned in this episode

Organizations: AllianzGI Investment Trusts

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