MoneywebNow interview: Unpacking Alphabet’s US$75bn AI strategy

Loading player...
Google’s parent company is spending big on AI and cloud infrastructure — a 43% increase on last year’s capex. In this podcast, Private Clients by Old Mutual Wealth analyst Nadine Chetty-Khan explains why this bold move echoes past wins like YouTube, Maps and Android.

“Alphabet isn’t just building AI models — it’s building the infrastructure for an AI-powered internet.”
23 May 2025 English South Africa Investing · Investing

Other recent episodes

Celebrating Women: New Ways of Thinking about Women in Leadership with Kelly de Kock

Ian Fraser sits down with Kelly de Kock,  Chief Operating Officer for Old Mutual Wealth Private Client Securities, Treasury and Advisory Services, and  Fiduciary Services, as well as Old Mutual International, to celebrate women.  They delve into the new way of thinking about women in leadership roles, and the importance…
26 Aug 2020 13 min

The Path to Net Zero: A Multi-Decade Journey, Tasneem Samodien

Climate change poses a myriad of risks to us humans, these risks include food insecurity, scarcity of water, on the other end flooding, infectious diseases, heat, economic losses and displacement. Tasneem Samodien, Research Analyst at Private Client Securities unpacks the path to net zero.
27 Sep 2021 18 min