The global economy is undergoing a seismic shift that rivals the Industrial Revolution in scale and impact. In this episode of AI First with Adam and Andy, the hosts dive into the massive recent deals shaping the AI landscape, from Nvidia’s multibillion-dollar investment in OpenAI to OpenAI’s unprecedented infrastructure agreement with Oracle.

Far from being financial hype, these moves point to a deeper truth: we are still at the very beginning of the AI era, and the next five years will demand enormous investments in data centers, compute, and energy to power this transformation. Andy and Adam explain why executives should look beyond the headline numbers, what this means for the future of knowledge work, and how AI will reshape global productivity at every level.