Skip to content

The AI Supercycle™ Report: Key Trends for AI Investors

By Michael

Key Takeaways: Quote of the Week: “By next year, AI could be smarter than all humans.”— Dario Amodei, CEO of Anthropic Top 5: AI in the Headlines 1. PYMNTS: VC Fundraising Jumps as Investors Bet on ‘Transformative’ AI 2. Investor’s Business Daily: Goldman Sachs: How the Next Chapter In AI Stocks Will Unfold 3. Reuters: … Continued

The AI Supercycle™ Report: Key Trends for AI Investors

By Michael

Key Takeaways: Quote of the Week: “The emergence of competitors like DeepSeek has only strengthened our conviction in our AI strategy.”— Mark Zuckerberg, CEO of Meta Platforms via Investopedia Top 5: AI in the Headlines AI is moving fast—so are the investment opportunities. The AI Supercycle™ Report captures the key developments over the past two … Continued

Data Centers: The Unsung Heroes of AI Innovation

By Michael

Artificial intelligence (AI) is transforming industries at an unprecedented pace, but the backbone of this revolution lies in data centers—critical infrastructure driving AI’s explosive growth. Recent developments highlight the scale of the opportunity: Microsoft announced plans to spend $80 billion in fiscal 2025 to expand its Azure infrastructure, aiming to outpace Amazon Web Services (AWS) … Continued

Powering AI: Are You Investing in AI Data Center Growth?

By Michael

Does your fund truly give you exposure to the key companies benefiting from the unprecedented AI infrastructure investments? You may want to look under the hood of your fund, you might be missing out on the companies driving this transformative growth. As artificial intelligence reshapes industries, data centers are at the heart of this transformation. … Continued

Unlocking the Full Potential of the AI Supercycle™

By leibowitz

Artificial intelligence (AI) is one of today’s most interesting investment themes with a significant runway for growth. That’s why we designate AI as one of our Supercycles™—long-term trends that can last decades, disrupting current economic models through technological advancement. We believe most exchange-traded funds (ETFs) in the market focused on AI, though, don’t provide investors … Continued