Sign up to save your podcasts
Or
Share THE PHYSICAL ECONOMY
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
THE PHYSICAL ECONOMY
THE PHYSICAL ECONOMY episodes
- The Second AI Trade: Power, Copper, and the Grid
AI is shifting from a software story to an infrastructure race, with electricity, gas turbines, copper, and nuclear power becoming the real bottlenecks. This episode breaks down the second AI trade and explains why the future of computing now depends on steel, grids, and physical supply chains.
11 min
About THE PHYSICAL ECONOMY
From the publisher's feed
KMKT IR Hub Radio exclusive editorial. Zach Martin on the return of the physical economy underneath artificial intelligence.