The AI revolution is "the biggest platform shift since electricity" and, as such, will bring investment opportunities in smaller tech firms that are climbing ever nearer to the Big Tech behemoths, according to one U.K.-based fund manager.
Many of those tech firms she says are ripe for investment work on AI applications, which the fund manager describes as an emerging club of high-value firms, and one of a number of different layers growing within the wider AI industry.
"This year we've been really focused on the AI infrastructure layer of this new technology stack," she said.
"So, the Broadcom 's, the Amphenol 's, the Arista 's of this world, these are all really crucial components to scale this AI infrastructure.
Nvidia has been the primary beneficiary of the ongoing artificial intelligence boom, with its next-generation AI chip Blackwell now in focus.
Persons:
Clare Pleydell, CNBC's Arjun Kharpal, Bouverie, you've, It's, Steve Jobs, Blackwell
Organizations:
Big Tech, Liontrust Asset Management, Apple, Meta, Microsoft, Nvidia, Tesla, Materials, Broadcom, Arista