Investing in AI, where are we now?
HBS Angels of the UK presents panel discussion: Investing in AI – Where Are We Now?
AI investment has reached historic highs, with tech giants driving a third of the S&P 500’s value and over US$400B flowing into data centres this year. Startups like OpenAI and Anthropic are commanding sky-high valuations, while agentic-AI ventures target trillion-dollar markets. Amid talk of an AI bubble, we explore whether this boom is sustainable — or set to burst.
AI investment has surged to historic levels – with the “Magnificent 7” tech giants driving a third of the S&P 500’s value and over US$400B pouring into data center builds this year alone. Startups such as OpenAI and Anthropic are now valued in the hundreds of billions, while vibe-coding innovators like Lovable are redefining what rapid scale looks like. Meanwhile, a new wave of agentic-AI companies is setting its sights on trillion-dollar service markets. Amid talk of an AI bubble, this panel will feature:
Nigel Toon, Founder and CEO of Graphcore
Tom Hulme, Managing Partner of Google Venture and HBS alumnus
Azeem Azhar, Founder of Exponential View and HBS Executive Fellow
Alexandra Mousavizadeh, Co-Founder and Co-CEO of Evident Insights
Moderated by Simon Greenman, Partner at Best Practice AI and Chair of the HBS Global Angels Expert AI Group.
