The next AI bottleneck isn’t software. It’s physics.

The capex pouring into the data center buildout is immense. The real question: who is going to profit most?

In our season finale of AI on, we take a step back from the excitement and explore where money will be made over the longer term. Because just because a segment is hyped today, that doesn't mean it will still be pulling great rent in 5 years. 

In this episode, we unpack:

  • Why the AI buildout unfolds in stages across industries 
  • Which sectors benefit first, and which follow later 
  • Where margin pressure could emerge as efficiency spreads
  •  The companies positioned to endure 

This conversation is about understanding where value actually accumulates, not just where attention flows. 

This is for entertainment only, and not financial advice.