Bite: Infratil's AI infrastructure bet

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.

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