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The Core Report — #705 Companies are Investing $1.5 Trillion in IT/AI Infra in the Next 3-4 Years
Scout ratingSCOUT· 25%29m·2025-10-16·News Politics

#705 Companies are Investing $1.5 Trillion in IT/AI Infra in the Next 3-4 Years

The Core Report · 705

On Episode 705 of The Core Report, financial journalist Govindraj Ethiraj talks to Mario Morales, GVP & General Manager, Semiconductors & Enabling Technologies at IDC. SHOW NOTES (00:00) Stories of the Day (00:41) The Markets Jump (02:44) Tech Results Are In (04:34) Semiconductors and AI…

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