If you want to bank on the picks and shovels play behind the AI Capex spend, you need to understand growth drivers. 

Investors have been piling into semiconductors but what if you wanted to look beyond NVIDIA?

As computing demands grow, bottlenecks are springing up like traditional copper wiring slowing data transfers because of their heat constraints. 

Enter photonics: a whole field devoted to controlling photons or light.

We also ask What if the biggest AI winners aren’t the ones building it - but the ones powering it?

Michelle Martin explores the $700 billion AI infrastructure surge reshaping markets, from hyperscaler spending by Amazon, Microsoft, Alphabet, Meta and Oracle to the hidden bottlenecks in power and data centres.

The conversation with Alvin Chow unpacks who really profits from this capex explosion.

Michelle and Alvin also explore OpenClaw, the open source viral AI agent phenomenon in China; if OpenClaw boosts productivity, which companies are set to benefit really?

If you want to bank on the picks and shovels play behind the AI Capex spend, you need to understand growth drivers.&nbsp;
Investors have been piling into semiconductors but what if you wanted to look beyond NVIDIA?
As computing demands grow, bottlenecks are springing up like traditional copper wiring slowing data transfers because of their heat constraints.&nbsp;
Enter photonics: a whole field devoted to controlling photons or light.
We also ask What if the biggest AI winners aren&rsquo;t the ones building it - but the ones powering it?
Michelle Martin explores the $700 billion AI infrastructure surge reshaping markets, from hyperscaler spending by Amazon, Microsoft, Alphabet, Meta and Oracle to the hidden bottlenecks in power and data centres.
The conversation with Alvin Chow unpacks who really profits from this capex explosion.
Michelle and Alvin also explore OpenClaw, the open source viral AI agent phenomenon in China; if OpenClaw boosts productivity, which companies are set to benefit really?

Start your day on a positive note with Live Well with Michelle Martin.

Start your day on a positive note with Live Well with Michelle Martin.

The show explores wellbeing in all its dimensions — from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas — from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.

In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint — with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.

Start your day on a positive note with Live Well with Michelle Martin.
The show explores wellbeing in all its dimensions &mdash; from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas &mdash; from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.
In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint &mdash; with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.