New AI winners beyond Big Tech are set to emerge, UK fund manager predicts
Publishing timestamp: 2024-12-13 01:21:46
Summary
Clare Pleydell-Bouverie of Liontrust Asset Management believes that the AI revolution will bring investment opportunities in smaller tech firms that are approaching the level of the Big Tech giants. She emphasizes the importance of investing in the AI infrastructure layer before monetizing it, mentioning companies like Nvidia as key players in the AI revolution.
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Keywords: arista networks inc, investment strategy, nvidia corp, breaking news: markets, breaking news: investing, amphenol corp, markets, apple inc, applied materials inc, broadcom inc, artificial intelligence, business news, generative ai,