The AI Supercycle

No. of episodes: 9
Latest episode: 2026-08-15

Business Technology Investing

Where can you listen?

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The AI Supercycle podcast from QF-MI provides independent Capital Intelligence for the AI Industrial Economy. From semiconductors, AI factories and data centres to energy markets and power grids, critical materials, orbital compute and embodied intelligence, we track where capital is being deployed, where the binding constraints are emerging, and what it means for traders, investors and the broader economy.
Each episode examines the physical infrastructure underpinning artificial intelligence and the investment opportunities emerging from its industrialisation. Published weekly by Quantum Fields Market Intelligence (QF-MI).

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Episodes

Questions & Answers

How many episodes are there of The AI Supercycle?

There are 9 episodes avaiable of The AI Supercycle.

What is The AI Supercycle about?

We have categorized The AI Supercycle as:

Business
Technology
Investing

Where can you listen to The AI Supercycle?

The AI Supercycle is available, among others places, on:

Spotify
Apple Podcasts
Podtail
Google Podcasts

When did The AI Supercycle start?

The first episode of The AI Supercycle that we have available was released 8 June 2026.

Who creates the podcast The AI Supercycle?

The AI Supercycle is produced and created by Quantum Fields Market Intelligence.