Episode
AI is now a critical national asset
- Published
- Jun 22, 2026
- Duration seconds
- 1848
- Processing state
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- https://www.curzioresearch.com/
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Summary
Khadija Mustafa, advisory council member of VivoPower (VIVO), breaks down why the AI race is moving upstream… where the hyperscaler capex is actually going… why AI can't be compared to the dot-com boom… and much more. In this episode: Welcome, Khadija Mustafa, advisory council member of VivoPower [0:02] The AI race is moving upstream, thanks to the power bottleneck [3:52] AI is a critical national asset—and these countries have the lead [7:10] Here's where the hyperscaler capex is actually going [14:54] Why AI can't be compared to the dot-com boom [19:55] The future of AI: Does the reward outweigh the risk? [23:44] What sets VIVO apart in the AI landscape [28:37] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li