Rethinking AI Investment: CapEx, Compute, & Work Future | Ulrike Hoffmann-Burchardi | IIA @MIT 2025

Описание: This thought-provoking talk challenges dominant public market assumptions about AI's future—from fears of unsustainable CapEx to concerns over margin compression and GPU obsolescence. Delivered by a leading investor from UBS, the session outlines why AI infrastructure spending is just getting started, how GPUs will remain dominant, and why margins for AI-native companies may actually rise as they "drink their own champagne." It also explores how generative AI is disrupting legacy software firms and enabling lean, fast-scaling startups. Beyond finance, the speaker confronts urgent questions about AI’s externalities—including carbon impact and job displacement—and argues that strategic AI deployment must be both efficient and humane. A bold, data-driven perspective on where AI markets and employment models are headed.
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