The AI Revolution: Addressing 10 Vital Questions for Investors
Explore the critical implications of AI, from its revolutionary potential to economic effects, resultant winners and losers in the stock market, and the need for businesses to adapt, in this informative Q&A session with our CIO Andrew Macken.
Microsoft: Owner of the railroads for the 4th industrial revolution
As a foundation member and leader in the hyperscaler oligopoly, Microsoft has laid the ‘railway track’ for distributed compute infrastructure across the world and will benefit as surging demand for AI-enabled software ignites compute intensity.
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.