In our last two articles (Can Hyperscalers Generate Enough Revenue to Justify Their CapEx Investments? and Will AI Costs, Supply Constraints, and Competition Prevent Attractive Long-Term Returns for Hyperscalers?), we examined whether the unprecedented AI infrastructure investment can ultimately generate attractive shareholder returns for the hyperscalers committing the CapEx, and for investors in hyperscaler stocks.
As with any major innovation, there will be winners, losers, and bumps in the road as the AI story continues to unfold. Beyond asking which AI companies will win, we are asking how portfolios should be positioned as the AI investment cycle evolves.
This quarter, we will also be joined by Jamil Wyne, Founder of the Hazelwood Network, a global climate innovation company that provides research, develops venture programs, and supports climate entrepreneurship worldwide, to discuss climate adaptation and resilience solutions in relation to the AI buildout.
We invite you to join us, where we’ll discuss the macro forces shaping the markets and how we translate that into our portfolios.
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