In this Australian Investors Podcast episode, your hosts Owen Rask and Billy from Global X discuss:
– The full AI value chain – from hardware to monetisation
– Why investing in AI isn’t just about chips anymore
– Real-world robotics and automation examples from China
– How investors can access AI through ETFs
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Topics Covered
– Breaking down the AI value chain: hardware, infrastructure, and software
– Real-world robotics: UBTech’s humanoid robots in EV factories
– Why infrastructure and monetisation are the next big frontiers
– How ETFs like AINF and GXAI give investors AI exposure
