Disruptor SeriesTM
A quarterly insight and event series providing distinct perspectives on critical issues facing the capital markets
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The Mind in the Machine, Part Two: From Titans to Trailblazers—Winners, Losers and the Road Ahead for AI
Presented by Rick Brink, CFA, Matthew Parron, Pradeep Ramani, and James Russo
Artificial intelligence has moved from “cool app” to enterprise essential—and it’s just getting started.
As we continue our AB Disruptor Series, our deep dive into artificial intelligence, we shift our lens from the contributors to AI’s industrial backbone toward the companies shaping—and being shaped by—the AI era.
Hyperscalers, semiconductor leaders, software platforms, even under-the-radar firms: they’re all traveling the same road from today’s infrastructure buildout to tomorrow’s pervasive adoption and ultimately the physical age of AI. Investors, meanwhile, find themselves busily charting pathways around risk and toward opportunity.
What We Discussed
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The race among hyperscalers—the powerplants of AI
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The critical roles of semiconductor platers who enable AI
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Small- and mid-cap companies that may fly under the radar of the AI boom
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How the map of AI's road ahead may evolve with transformative technology
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Past Topics
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