Artificial intelligence does not end with a model generating text, an application automating a workflow, or a software platform improving productivity. The final test is whether intelligence can reliably operate in the physical world. This is the subject of the
Artificial intelligence depends on more than the companies designing well-known AI chips. It depends on an interconnected semiconductor chain that begins with specialized equipment and materials, moves through wafer fabrication and advanced packaging, and ends with the GPUs and application-specific
Artificial intelligence is often discussed through the companies that design chips or develop software. Those businesses matter, but neither layer can create economic value without the infrastructure that connects them. This is Post 5 in our eight-part AI investment series,
Artificial intelligence is often discussed as a software or semiconductor investment theme. That framing misses a critical layer of the economic value chain: the physical infrastructure required to make AI usable at scale. This is Post 3 of InSight Financial
Artificial intelligence is often presented as a narrow investment theme centered on semiconductor companies, cloud platforms, and software developers. That view is incomplete. AI is a physical and economic system. It requires minerals, electricity, transmission capacity, buildings, cooling equipment, chips,
