Business

EP 135: The AI bubble and new frontiers in tech

Beyond the Benchmark by EFG by Guy Ellis

Feb 3, 202630:12Business

Dominic Jacobson, Senior Equity Analyst in EFG Asset Management’s US Growth Equity team unpacks whether tech bubble fears are misplaced, and why compute power and energy availability may in fact be keeping excess in chec...

About This Episode

EP 135: The AI bubble and new frontiers in tech is an episode from Beyond the Benchmark by EFG by Guy Ellis. Dominic Jacobson, Senior Equity Analyst in EFG Asset Management’s US Growth Equity team unpacks whether tech bubble fears are mispl...

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Published Feb 3, 2026, 30:12 long, audio available.

EP 135: The AI bubble and new frontiers in tech

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