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AI Is Creating Enormous Value. Who Will Keep It?
AI is creating enormous economic value, but who will ultimately retain it? Looking at compute, power, capital requirements and payback reveals why the biggest AI beneficiaries may not necessarily capture the most value for shareholders.
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The Next AI Winners Won’t Be Where You Think
The first AI winners supplied the infrastructure AI needed. History suggests the next winners may emerge elsewhere, as cheaper intelligence reshapes costs, productivity and competitive advantage.
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AI Infrastructure Has Hit Its Bottlenecks. What If They Don’t Disappear — But Keep Moving?
AI is becoming cheaper and more efficient, yet demand for physical infrastructure keeps growing. As bottlenecks shift from chips to power, grids and equipment, a bigger question emerges: can infrastructure and productivity catch up before capital loses patience?
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How to Invest in the AI Boom: The Bottlenecks Markets May Still Be Underestimating
AI investment is moving beyond chips and models into the physical world. Data centers, power grids, transformers, electricity and execution capacity could become the defining bottlenecks of the next phase of the AI boom.
