Mark Horowitz, a leading computer scientist and electrical engineer at Stanford University, has declared that Moore’s Law is “basically over”, which will have significant ramifications for artificial intelligence investors who are counting on more computing power to feed into more complex models.
Asset owners continue to weigh up the shifting risk-return attributes of the booming data centre sector including deal structures, refinancing, energy requirements, and the future of AI.
The artificial intelligence revolution is taking place against a backdrop of rising fiscal deficits and a realignment of the geopolitical order. Applying cutting-edge AI technology to navigate markets is helping asset managers such as Bridgewater make sense of a shifting landscape.
Institutional investing is entering a new era as blockchain-based rails make markets always-on, near-instant and capable of delivering hyper-customised portfolios. Are asset owners ready?
AI will deliver a five-year burst of productivity and cost cutting before a deflationary decade reshapes the global economy, according to legendary venture capitalist Vinod Khosla.
The A$98 billion ($64 billion) Australian super fund HESTA is laying the groundwork for a more systematic framework for using AI across its total portfolio, solidifying use cases in research, forecasting, risk management and private assets that all centres on the objective of “seeing risks earlier and clearer”.
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