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New AI winners beyond Big Tech are set to emerge, UK fund manager predicts - TL;DR CNBC

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 incinvestment strategynvidia corpbreaking news: marketsbreaking news: investingamphenol corpmarketsapple incapplied materials incbroadcom incartificial intelligencebusiness newsgenerative ai

Source: https://www.cnbc.com/2024/12/13/new-ai-winners-beyond-big-tech-are-set-to-emerge-uk-asset-manager.html


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