Companies are betting big on AI – and burning through cash to do it.

They’re pouring hundreds of billions of dollars into building data centres and developing new models – such as ChatGPT. And so far, these projects are yet to see a financial return.

There is one clear winner: Nvidia – the company that makes the chips that power this tech.

But how long can its customers keep spending before they have to either turn a profit or scale back?

Today, Reuters journalist Stephen Nellis on how long this AI boom can last – and what a crash might look like.

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Guest: Reuters journalist Stephen Nellis

Photo: AP Photo/Eric Risberg