Australian data-centre developer - Firmus - have stalled in securing funds for more build-outs, with investors unsure of the pricepoint, and how much of the growth depends on earnings that are yet to arrive.

So has the value of AI had its reality check? Investors have happily funded AI chips, AI software and AI infrastructure for years, but are public markets finally pushing back on valuations?

Given the money that's closely tied to AI and its promises to improve everyday life, are we walking into a bubble that's bound to pop, or running late on the AI boom?

Harbour Asset Management's Chris Wilson explains the risks to Tim Beveridge for Smart Money... 

LISTEN ABOVE

Australian data-centre developer - Firmus - have stalled in securing funds for more build-outs, with investors unsure of the pricepoint, and how much of the growth depends on earnings that are yet to arrive.
So has the value of AI had its reality check? Investors have happily funded AI chips, AI software and AI infrastructure for years, but are public markets finally pushing back on valuations?
Given the money that's closely tied to AI and its promises to improve everyday life, are we walking into a bubble that's bound to pop, or running late on the AI boom?
Harbour Asset Management's Chris Wilson explains the risks to Tim Beveridge for Smart Money...&nbsp;
LISTEN ABOVE

The Weekend Collective on Newstalk ZB is an intelligent and fun take on the life you live and what you love. From Barrister to singer to recording artist and concert producer, including performing the national anthem for the All Blacks, you name it, Tim Beveridge has done it. Joined by a range of special expert guests throughout the afternoon, The Weekend Collective will cover off the issues of the week, politics, parenting, finance, wellness and property.

The Weekend Collective on Newstalk ZB is an intelligent and fun take on the life you live and what you love. From Barrister to singer to recording artist and concert producer, including performing the national anthem for the All Blacks, you name it, Tim Beveridge has done it. Joined by a range of special expert guests throughout the afternoon, The Weekend Collective will cover off the issues of the week, politics, parenting, finance, wellness and property.

The Weekend Collective

Chris Wilson: Concerns for investing in AI are valid as new technology can attract too much capital, too quickly

https://api.omny.fm/orgs/7784f840-c291-422a-924b-ad9000bbad71/clips/896c8eb5-e66b-41c3-9b84-b4e70052591b/transcript