Speakers and topics
Beyond Technology: Investing in the Resources Driving AI, Electrification and Defence
Join DWS to explore the investment opportunity in essential materials - the critical resources powering electrification, AI and global security. Discover why supply constraints and growing structural demand are creating a compelling long-term case for active investment in essential materials producers.
IVCT Global Rates UCITS Fund
AI from the bottom-up
AI is often discussed as a monolith. Either service providers, datacentre operators, frontier model developers, and chipmakers all make money and the buildout continues apace, or they don't and the buildout slows. For bottom-up stockpickers, this framing ignores the medley of partnerships and negotiations which define competitive strategy in the space. A customer in one area may be a supplier in another and a rival in a third. Picking stocks within AI is not the same as simply betting on AI. In this presentation, we unpack the dynamics at play within the broader ecosystem, and a range of scenarios that could affect the individual players in different ways. In doing so, we'll discuss where we have found opportunities, whether it be the underappreciated beneficiaries and enablers of AI, or businesses that are largely agnostic to the buildout altogether.
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