Kevin Hebner
Global Investment Strategist at Epoch Investment Partners with expertise in macroeconomics and technology-driven investment cycles, speaking on AI spending, infrastructure and long-term returns.
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Feb 23, 2026 • 13min
Q+A: $US700 billion on AI, but profits may be years away
Dr Kevin Hebner, Global Investment Strategist with macro and tech-cycle expertise. He breaks down the US$650–700bn AI buildout and where that cash goes. He explores capacity constraints like power, chips and talent. He explains why tech waves often take decades to pay off and why reliability hurdles can delay real returns.
