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Sean Ashton and Simon Brown unpack big tech’s outsized role in S&P 500 returns, how to manage that concentration.
MoneywebNow interview: Unpacking Alphabet’s US$75bn AI strategy
Old Mutual Wealth
6 minutes
7 months ago
MoneywebNow interview: Unpacking Alphabet’s US$75bn AI strategy
Google’s parent company is spending big on AI and cloud infrastructure — a 43% increase on last year’s capex. In this podcast, Private Clients by Old Mutual Wealth analyst Nadine Chetty-Khan explains why this bold move echoes past wins like YouTube, Maps and Android. “Alphabet isn’t just building AI models — it’s building the infrastructure for an AI-powered internet.”
Old Mutual Wealth
Sean Ashton and Simon Brown unpack big tech’s outsized role in S&P 500 returns, how to manage that concentration.
