Monetisation of AI
AI companies are just starting to move from a proof of concept to a tool that has uses throughout a wide array of industries. We are just at the beginning of AI companies turning their models toward specific commercial applications.
Semiconductors
AI relies on powerful semiconductors and its rapid expansion is creating huge demand.
AI infrastructure
AI is infrastructure hungry. The construction of cable networks, data centres and the services that support them is a key investment theme.
IT spending acceleration
We believe that spending on IT is likely to increase in coming years as companies integrate AI processes into their operations.
Why now?
The last three decades have seen significant outperformance from the technology sector driven by startling leaps forward. The World Wide Web. Smart phones. Cloud computing. Now, another wave of innovation is set to drive further growth.
We believe we are at the early stages of a new technology cycle driven by AI. Future winners need to be on the right side of the AI equation.
Hover to learn more
As digital transformation continues across various industries, software companies are likely to experience sustained demand for innovative solutions, contributing to long-term growth opportunities.
Software companies
Hover to learn more