Category: Insights

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

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

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