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On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Equity Analyst (Technology), Ross Barrows. They discuss the following;
- Insights from Ross' recent trip to the US to research AI-related opportunities
- What LLM (Large Language Models) are why they're relevant to AI
- The convergence of both technology and demand that is generating the interest in AI related investments right now
- Ways to invest in this megatrend including data centres and data collection/annotators.
- ASX companies discussed;
- NextDC (ASX:NXT)
- Macquarie Technology Group (ASX:MAQ)
- Appen (ASX:APX).
Links
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The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
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