Interview: Why the AI boom might be a bubble - for now

AI has boomed, pushing companies operating upstream like Nvidia to new heights. But what about downstream? Are those companies able to monetise the technology, and deliver value for investors? Or could AI be one of those innovations that delivers huge benefits to society, but not so to shareholders?Roger Montgomery, founder and CIO of Montgomery Investment Management, gives Sean Aylmer a very frank assessment of the AI boom.For more information, visit www.montinvest.com, call Montgomery on 02 8046 5000, or sign up for Roger’s insights at www.rogermontgomery.com This is general information only. You should seek professional advice before making investment decisions. Montgomery Investment Management is a supporter of Fear & Greed.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.