Your Seat at the Research Table
AI’s Infrastructure Buildout: Capital at Risk, Returns at Stake
What are the transformative impacts of artificial intelligence (AI) and its implications for investor?
Speakers
Rob Almeida
Global Investment Strategist
Erin McCarty
Equity Analyst
Elizabeth McGuire
Equity Analyst
AI’s Infrastructure Buildout: Capital at Risk, Returns at Stake
Join Global Investment Strategist Rob Almeida and Equity Analysts Erin McCarty and Elizabeth McGuire for an insightful discussion on the transformative impact of artificial intelligence (AI) and its implications for investors.
Key topics include:
- AI’s growth and its increasing constraints by real-world limits — power, infrastructure, equipment and time.
- What's fueling the emerging AI infrastructure capital cycle — data center power demand, grid capacity and equipment bottlenecks
- The central investment question: where can capital earn durable returns and where is enthusiasm outpacing economics?
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