US tech giants are spending as much as US$700 billion this year on AI — roughly a third of Australia’s GDP. But what if the profits and productivity gains take far longer to arrive than markets expect?

Sean Aylmer speaks with Dr Kevin Hebner, Global Investment Strategist at Epoch Investment Partners about the risks of over-concentration in US tech, the 'March of the Nines' and why every major technology wave in history has taken decades — not years — to deliver real returns.

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