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Podcast: Join the Montaka Global Investments team on Spotify as they chat about the market dynamics that shape their investing decisions in Spotlight Series Podcast. Click below to listen. Alternatively, click below to listen or on this link: https://podcasters.spotify.com/pod/show/montaka
Last month, OpenAI committed to an extra $300 billion of revenue for Oracle — and just 12 days later, Nvidia announced a $100 billion data center investment to support OpenAI’s expansion. The scale is staggering… and a little baffling.
In this Spotlight Series episode, Andy, Lachie, and Amit take you inside their internal discussions from New York as they unpack the numbers behind this trillion-dollar AI arms race.
Together, they explore:
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How OpenAI, Oracle, and Nvidia are driving unprecedented AI infrastructure investment
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Whether the economics can possibly justify the spending
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Parallels with the dot-com and telecom overbuilds
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The big question: Who’s the paying customer?
A candid, data-driven conversation on hype, hope, and hard numbers in the AI revolution.
Key Timestamps
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00:00–01:00 | Setting the scene — the $400B+ AI buildout
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01:00–03:00 | Are these investments economically rational?
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03:00–06:00 | What history tells us: echoes of dot-com and telecom bubbles
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06:00–09:00 | Power, CapEx, and the cost of keeping AI lights on
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09:00–12:00 | Paying customers vs free users — who funds the AI dream?
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12:00–14:00 | Microsoft, Oracle, and the strange logic of market reactions
