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The AI boom is driving an unprecedented build-out of chips, data centres, energy infrastructure and computing capacity. But as investment and expectations race ahead, what happens if the returns on that infrastructure fail to match the scale of the capital being deployed?
James Palles-Dimmock, CEO of Quantum Motion, will explore the physical and economic foundations of the AI boom and the vulnerabilities that could emerge if AI investment expectations suddenly change.

The hidden cost of the AI boom

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