AI may be dominating headlines, but behind every chatbot, recommendation engine and large language model lies a vast and rapidly expanding physical infrastructure: AI data centres.

In this episode, we explore what AI data centres are, why demand is surging, and how they have become one of the most important investment themes of the decade. We discuss the role of hyperscalers such as Microsoft, Amazon and Google, the enormous amounts of computing power required to support AI, and why trillions of dollars are expected to be invested globally in the years ahead.

We examine how future AI-related IPOs could fuel the next phase of infrastructure growth, and why investment opportunities extend far beyond AI developers themselves. From semiconductor manufacturers and energy providers to construction firms and local economies, we uncover the b ...