This report from Janus Henderson, authored by Richard Clode, analyzes the evolving technology landscape and investment opportunities arising from AI’s increasing power demands.
• Key Trends: AI-driven innovation is pushing advancements in edge devices and data centers, with new processors and power-efficient technologies like OLED displays and NAND flash storage leading the way.
• Investment Opportunities: A broad upgrade cycle in edge devices and data center infrastructure, including AI-specific processors and energy-efficient networking solutions, presents growth potential.
• Sustainability Focus: Innovations aim to address power challenges, offering both economic and ESG benefits.
For a deeper exploration of how these advancements impact portfolios, access the full report.
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