This week on SB Talks, Vincent O'Neill and Nick Ryder unpack the growing challenges facing the AI investment boom. From data centre delays and community opposition to emerging cybersecurity risks exposed by AI itself, the conversation explores whether expectations for AI infrastructure have run ahead of reality. They also discuss rising odds of another RBA rate hike, renewed pressure on French government finances, persistent US inflation concerns, and the latest developments from SpaceX and Tesla. A wide-ranging discussion on the themes shaping markets, technology and the global economy.
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