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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
What do you get when you mix AI, cloud infrastructure, and $100B in annual CapEx? A generational shift.
In this episode, Andy and Amit explore why Microsoft, Google, and Amazon are growing faster than ever—and why this cloud boom still has miles to run. From legacy workload migration to generative AI token explosions, tune in for an investor’s view on the real backbone of the intelligence revolution.
