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In the war over AI’s future, the big guns may have already won

Munro Partners' Chief Investment Officer, Nick Griffin (Core and Conference Fund Manager) says when it comes to AI and other tech, the true winners are the 'weapons manufacturers in this war', the semi-conductor companies.

Large language models like ChatGPT are part of a long technology continuum driven by Moore’s law, the observation that transistor capacity doubles every two years. To get in on AI’s surging growth, investors should focus on the big – and not-so-big – names already poised to come out on top in the “race to shrink”.

Read the full article on The Inside Investor here.

Disclaimer: This material has been prepared by The Inside Investor, published on 29 March 2023. HM1 is not responsible for the content of linked websites or content prepared by third party. The inclusion of these links and third-party content does not in any way imply any form of endorsement by HM1 of the products or services provided by persons or organisations who are responsible for the linked websites and third-party content. This information is for general information only and does not consider the objectives, financial situation or needs of any person. Before making an investment decision, you should read the relevant disclosure document (if appropriate) and seek professional advice to determine whether the investment and information is suitable for you.

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