This week on SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack the key themes driving markets, from rising geopolitical tensions in the Strait of Hormuz through to the next phase of the AI arms race. They discuss a proposed US shipping toll and what renewed instability in the region could mean for global energy markets, before turning to how major technology companies are increasingly developing their own AI chips to reduce costs and lessen their reliance on Nvidia. The conversation also touched on growing concerns that the surge in AI infrastructure and data centre investment could add to inflation pressures in the short term, even as productivity gains remain a longer-term benefit.

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