On the latest episode of Your Money & A Cup of Joe, we're exploring how artificial intelligence will continue to influence the market.

With improving visibility for AI infrastructure spending that should extend beyond the initial training and inferencing boom and amid broadening demand for AI applications and models, we have raised our revenue estimate for the industry by 40%. 

Chapters:

0:00 - Introduction and overview on the topic of the day

1:32 - Joe's outlook on AI and the opportunities surrounding it

5:28 - The basics of AI infrastructure

9:21 - Will the AI boom continue?

12:15 - Where the majority of AI spending will occur

17:21 - The App Store moment for AI has arrived

22:10 - Artificial General Intelligence and the conversations surrounding this hot topic

25:01 - Regulations on AI and the concerns surrounding them

27:09 - Advice on a strategic approach for investors interested in AI

29:50 - How to get in touch with Joe and his team

30:50 - Closing remarks