Powering down an AI future

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.