 and its significant impact on investment trends in 2025. We explored how AI is no longer just a tech story but a major investment theme, with specialized funds now exceeding $30 billion globally.){kind=link}
Joe Kaiser, Chief Executive Officer at Mercato, joins Remy Blaire to discuss the evolving landscape of artificial intelligence (AI) and its significant impact on investment trends in 2025. We explored how AI is no longer just a tech story but a major investment theme, with specialized funds now exceeding $30 billion globally.
Joe highlights two key areas where smart money is flowing: infrastructure to support AI, particularly in energy generation for data centers, and the vertical deployment of AI across various sectors. He points out that while larger companies like Microsoft and NVIDIA dominate the headlines, there are also promising infrastructure names, such as Oklo, that are rethinking nuclear power technology.