Last month, OpenAI committed to an extra $300 billion of revenue for Oracle — and just 12 days later, Nvidia announced a $100 billion data center investment to support OpenAI’s expansion. The scale is staggering… and a little baffling.

In this Spotlight Series episode, Andy, Lachie, and Amit take you inside their internal discussions from New York as they unpack the numbers behind this trillion-dollar AI arms race.

Together, they explore:

• How OpenAI, Oracle, and Nvidia are driving unprecedented AI infrastructure investment

• Whether the economics can possibly justify the spending

• Parallels with the dot-com and telecom overbuilds

• The big question: Who’s the paying customer?

🎧 A candid, data-driven conversation on hype, hope, and hard numbers in the AI revolution.

⏱️ Suggested Timestamps

• 00:00–01:00 | Setting the scene — the $400B+ AI buildout

• 01:00–03:00 | Are these investments economically rational?

• 03:00–06:00 | What history tells us: echoes of dot-com and telecom bubbles

• 06:00–09:00 | Power, CapEx, and the cost of keeping AI lights on

• 09:00–12:00 | Paying customers vs free users — who funds the AI dream?

• 12:00–14:00 | Microsoft, Oracle, and the strange logic of market reactions

  
  

  Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

Today’s Spotlight episode comes from Andy’s global stage presentation at the Wide-Moat Investing Summit.

View the slides here: https://tinyurl.com/floor-decor

The focus? Floor & Decor – a U.S. retailer with undervalued potential. You’ll learn why flywheels matter, how cyclical lows create opportunity, and what makes this business a possible long-term compounder.

Timestamps:
00:00 – Intro & conference background
00:23 – Why Floor & Decor?
01:15 – Montaka’s investment framework
02:08 – What makes a long-term winner
04:05 – The power of flywheels
05:41 – Why markets underestimate reliable growth
06:56 – Floor & Decor business overview
08:28 – Investment thesis pillars
12:23 – U.S. housing market drivers
16:28 – Pent-up demand for flooring
20:14 – Flywheel dynamics explained
23:17 – Store growth & market share
25:27 – Revenue, margins & valuations
31:14 – Why future margins could expand significantly

#Investing, #Stocks, #Global, #MontakaGlobal, #ValueInvesting, #LongTermGrowth, #Compounders, #RetailStocks, #WideMoat, #CompetitiveAdvantage, #Montaka, #FloorAndDecor, #FlywheelEffect

Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.

What do you get when you mix AI, cloud infrastructure, and $100B in annual CapEx? A generational shift. In this episode, Andy and Amit explore why Microsoft, Google, and Amazon are growing faster than ever—and why this cloud boom still has miles to run. From legacy workload migration to generative AI token explosions, tune in for an investor’s view on the real backbone of the intelligence revolution.

#cloudcomputing #generativeAI #hyperscalers #SpotlightSeries #Montaka

Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.