In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, digs into the financial mess behind AI’s problem children — from mounting debt and soaring infrastructure costs to delayed data centres and projects being put on hold. We examine what the troubles at companies like CoreWeave and NEXTDC reveal about the risks beneath the AI boom, and how investors can distinguish genuine AI exposure from companies simply riding the hype.
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Damien Klassen is Chief Investment Officer at the Macrobusiness Fund, which is powered by Nucleus Wealth.
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The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an Authorised Representative of Nucleus Advice Pty Limited, Australian Financial Services Licensee 515796. And Nucleus Wealth is a Corporate Authorised Representative of Nucleus Advice Pty Ltd.