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– Andrew Macken
Are we really in an AI bubble… or are most people simply misreading the data?
Our latest analysis challenges five popular assumptions driving today’s bubble narrative and reveals why market fears are overlooking the true scale and durability of AI‑driven cloud growth.
What you will learn:
- Why hyperscaler growth isn’t set to crash – and may stay in the teens for years.
- Why new cloud entrants aren’t the threat they’re made out to be.
- Why data‑centre ROI concerns ignore how AI workloads are shifting.
- Why ad‑funded hyperscalers are strengthening, not weakening.
- Why valuations still look undemanding even with elevated PEs.
To request a copy of this paper please click or fill in the form below:
Andrew Macken is Chief Investment Officer with Montaka Global Investments.
To learn more about Montaka, please call +612 7202 0100 or leave us a line on montaka.com/contact-us
