Understanding the Importance of AI Infrastructure for Future Growth

Introduction

This report examines Artificial Intelligence (AI) infrastructure as a potential investable opportunity space.

The Importance of AI Infrastructure

• The build-out of essential AI infrastructure is fundamental to realizing the economic potential of Generative Artificial Intelligence (GenAI).
• The concept of 'infrastructure is destiny' is crucial to understanding future investments.

Identifying Gaps in AI Infrastructure

Despite the advancements in GenAI technologies, there are still shortages that need to be addressed within the ecosystem.

1. Understanding where the shortages exist.
2. Recognizing the opportunities for new investments.

In conclusion, the investment in AI infrastructure is not just preferable; it is essential for harnessing the full potential of AI technologies moving forward.