The artificial intelligence revolution is fueling one of the largest infrastructure buildouts in modern history. With more than a trillion dollars already invested by the world’s biggest technology companies, and no signs of slowing, the AI economy is creating new winners across semiconductors, cloud computing, software, and beyond.
Join John Belton, Growth Portfolio Manager at Gabelli, for an exclusive discussion exploring how this unprecedented capex cycle is shaping the investment landscape, where adoption curves are steepening, and how disciplined growth investors can position for the opportunities ahead. Along the way, John will share insights from decades of market cycles and how the Gabelli Growth Innovators ETF (GGRW) taps into these transformative trends.
Topics of discussion:
• Sizing the AI infrastructure market: where are we in the gen AI investment cycle?
• Assessing returns on invested capital: so far, the biggest spenders are generating the biggest returns.
• AI adoption: with ChatGPT’s third birthday approaching, adoption is just now starting to inflect.
• Looking forward: what are the next major commercial use cases, and how to position a growth portfolio in the era of AI.
Virtual
