Disruptor SeriesTM
A quarterly insight and event series providing distinct perspectives on critical issues facing the capital markets
Featured Topic
The Mind in the Machine, Part One: From Silicon to Sentience—Mapping the AI Supply Chain
Presented by Rick Brink, CFA, Wentai Xiao, Michael Mathay, CFA, Luke Pryor, and Ian McNaugher, CFA
Artificial intelligence is everywhere—but what powers it is often overlooked.
In this latest installment of the AB Disruptor Series, we’ll look behind the algorithms and output to examine the critical ecosystem that underpins AI. We’ll explore the key links in the AI supply chain—from raw materials and semiconductors to data centers and energy demand—and why they matter to investors. And of course, we’ll also look at how geopolitics, trade policy and tariffs are reshaping this landscape, creating both risks and potential across the value chain.
What We Discussed
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The unseen industrial backbone behind AI models
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Key links in the supply chain—from raw inputs and compute to energy, data and deployment
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Why resource access and chip capacity are becoming strategic assets
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The intersection of tariffs and AI: how tariff levies and policy shifts could ripple across the AI ecosystem
Presented By
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The 2024 US presidential election is entrenched as one of the most eventful in the country’s history.
Today’s investment world has been called a “factor zoo,” but value was arguably the first.
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Real estate is the original asset: a distinct combination of investment potential and utility for businesses and households.
Oil prices have been volatile for the past few years, and Russia’s invasion of Ukraine upended the entire supply/demand framework.
At the center of the debate two key questions emerge: How much debt is actually too much? And what happens when a country reaches that point?
The renewable energy transition won't be linear, and it won't be smooth—reinventing a global energy system in just 20 to 30 years is a monumental task.
Oil prices have been volatile for the past few years and Russia’s invasion of Ukraine upended the entire supply/demand framework.
For decades, globalization’s rise has driven down inflationary pressures and yields, thus increasing corporate profit margins, valuations in equity markets, and bond prices.
Dormant for many years, it has returned with a vengeance, fed by pandemic-related challenges and easy-money policies
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