# [TOP STORY] Semiconductor giants are powering the AI revolution

Page: https://stenobird.com/podcast/moneywebnow-1014615/top-story-semiconductor-giants-are-powering-the-ai-revolution
Text version: https://stenobird.com/podcast/moneywebnow-1014615/top-story-semiconductor-giants-are-powering-the-ai-revolution.md
Podcast: [MoneywebNOW](https://stenobird.com/podcast/moneywebnow-1014615)
Published: 2026-06-04T07:02:00+00:00
Episode link: https://iono.fm/e/1682644
Audio file: https://dl.iono.fm/epi/prov_216/epi_1682644_medium.m4a?p=rss
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JSON: https://stenobird.com/v1/public/podcasts/moneywebnow-1014615/episodes/top-story-semiconductor-giants-are-powering-the-ai-revolution
Duration seconds: 443

## Resource

Old Mutual Wealth Strategist Izak Odendaal explores what the AI-driven capital expenditure boom means for investors.

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## Transcript

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