The Advantage of Investing in the Real Economy? You Know It's Real (Natixis IM)
As massive tech valuations, AI hype, and complex financial engineering dominate the headlines of large-cap private…
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AI Capex: How Hyperscalers Turn Data Centers into Returns (Mawer IM)
The four largest hyperscalers are expected to spend roughly $700 billion on AI capital expenditures this year, a…
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AI Is Producing More Software. Why Isn’t It Being Used? (Wharton)
A Wharton study finds that while AI dramatically speeds up software development, human bottlenecks prevent many of…
I, ROBOT (Arthur D. Little)
Humanoid robots will capture attention; specialized physical AI will capture value.
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