AI & Robotics – It’s all about infrastructure

Bottom Line

AI & Robotics have been confirmed as the keystone of a post-pandemic economy. The theme continues to build on 2020’s traction and has only been limited by supply constraints in the first half of the year. As these supply challenges start easing in the second half of the year, we believe that the automation of the economy will continue to accelerate, benefiting our portfolio.

Companies and governments alike rediscover their love for CAPEX, building the foundations for wide adoption of AI & Robotics. In our view, this will first benefit companies providing computing capability, high bandwidth networks, and more capable algorithms. As this infrastructure phase normalize, the industry is likely to rapidly pivot to commercial AI, serving a market that promises to be orders of magnitude larger.

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