How the hyperscalers – Microsoft, Amazon & Alphabet – will profit from the AI boom
Learn how they are democratizing AI with their ML models, creating a virtuous cycle that drives and dominates the surging demand for compute and storage. Find out about the opportunity that lies ahead for today’s leading hyperscalers and why owning these businesses is a sure way to win from the AI revolution.
The new ‘Cola wars’: Why Microsoft really launched its search war against Google
Microsoft’s recent launch of AI-powered Bing search engine and Edge web browser could be about much more than just web search. This move could be a way of forcing Google owner Alphabet to help accelerate the proliferation of AI, which would potentially benefit Microsoft which can sell more of the cloud computing and enterprise software that power AI.
Whitepaper: Why reports of tech’s death are greatly exaggerated
After the 2022 tech crash, many investors have written the sector off. But in our new whitepaper we outline how the tech sector is about to enter a new phase of growth and dominance, fuelled by innovation and AI. And that has thrown up some remarkable opportunities to buy tech winners that will deliver superior long-term compound returns.
How Alphabet is using AI to power its future business success
Investors overlook and take for granted that silently sitting beneath the surface of Alphabet is perhaps the most cutting-edge AI apparatus the world has ever seen. Artificial Intelligence is enhancing all areas of Alphabet’s business, from those with valuable monetization models including Search, YouTube and Cloud, to emerging opportunities like autonomous driving (Waymo).
Whitepaper: Why epoch-defining AI is today’s most important investment theme (and the safest way to profit)
(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.
Behind the Scenes – Q&A with Andy & Chris on bringing Montaka’s new AI whitepaper to life
Investment specialist Matthew Briggs interviews Andy and Chris about our latest whitepaper on AI (artificial intelligence) and the reasons for selecting this topic.