NOK 10 million to invest today – artificial intelligence as an investment opportunity? For some, AI represents the investment opportunity of a lifetime, while others see the contours of a financial bubble.
Nvidia, OpenAI, Anthropic and a long list of emerging technology companies are investing enormous sums in data centres, computing power and technologies set to shape the economy over the coming decades. Company valuations are rising without a corresponding increase in profitability. Demand for electricity is exploding, while distrust of these companies is growing around the world. The growing opposition to data centres, the critical infrastructure behind the AI race, is one clear expression of this development.
Where is all the money coming from? How are these investments expected to generate returns? And who is actually getting rich from AI – technology companies, investors, power producers, data centres or the wider economy?
What happens if the party suddenly comes to an end? Drawing on experiences from the dot-com bubble, the financial crisis and previous investment booms, the evening explores what history can tell us about today’s AI rush.
Welcome to an evening about investment, finance, risk and the biggest economic gamble of our time.
