Whitepaper: Why epoch-defining AI is today’s most important investment theme (and the safest way to profit)

AI whitepaper Montaka Global

(As mentioned in the AFR) Montaka believes AI will drive much, much more demand for compute and storage – both in the cloud and at the edge – than many are expecting today. Furthermore, the long-term winners are already known today with a high degree of certainty and we believe the current stock prices of these businesses are failing to adequately reflect what Montaka’s sees on the horizon.