The AI Ecosystem Play: It's Not Just About the Chips
Update: 2025-10-06
Description
Everyone knows about the chip makers, but what about the rest of the AI story? In this episode of Silicon Valley Bitesize, portfolio manager Mike Seidenberg takes host Cherry Reynard beyond the obvious AI plays to explore the entire ecosystem – from data centre infrastructure to innovative software integration.
Mike explains his "first and second derivatives" approach to AI investing, and reveals why he's optimistic about the long-term technology spending outlook. Tune in for Mike’s perspective on finding value across the full AI investment landscape.
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