22 August 2025 | 6:49PM BST GS Equity Radar Unpacking AI, capex and key research from the week New podcast: Unpacking AI from a Generalist Perspective. One area where the increase in capex is not a debate is AI (more on capex below), and we have had a series of content out on the back of the AI and Semis Symposium Alex Duval hosted a few weeks ago. We put out a new podcast this week with Alex which runs through his findings filtered for a generalist PM – we cover the different terms and what they mean (Agen ...