Maggie Lake Talking Markets  cover image

Episode 19: A Turnaround For Tech? With Jim Welsh

Maggie Lake Talking Markets

00:00

AI spending: high growth, slowing rate

Jim explains hyperscaler AI spending remains large but its growth rate is slowing, creating a market/economic disconnect.

Play episode from 02:42
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app