In this episode of Think Macro, Vincent Chailley, Group CIO of H2O AM, analyses the global AI investment boom and its macroeconomic implications. As trillions flow into data centres and big tech races to dominate the future, can these colossal investments truly extend US growth, or are they masking the next slowdown? The AI Innovation Cycle: Invest Now or Die Later explores whether today’s technological revolution is a sustainable driver of productivity or a costly illusion of momentum.

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