In this episode of the 9innings podcast, host Kevin Thompson, CEO of 9i Capital Group, discusses AI industry trends and investment strategies with Ivana Delevska, CIO of Spear Invest. They examine Spear Invest's impressive returns, the justification of AI sector valuations, and the potential for growth in companies like Nvidia.

Ivana Delevska explains their investment philosophy, the distinction between market caps and valuations, and the opportunities in various sectors influenced by AI. The episode also covers the competitive dynamics in the data center segment, the energy demands of data centers, and the broader applications of AI. Ivana Delevska addresses concerns about AI technology, suggesting the fears of AI dominance are overblown.