In an AI world, semiconductors are the new oil

Nick Griffin  |  Munro Partners  |   22 February 2023  |  0.50 CE

While ChatGPT has brought AI into the mainstream, this fourth generation of computing started accelerating years before. Global demand for greater computing power continues to escalate, presenting an exciting silver lining of possibilities and investment potential, where gigantic volumes of Cloud-based real time data are generated and manipulated from virtually unlimited connectivity, from traffic lights to fridges to ChatGPT responses. The brewing VUCA sandstorm of semiconductor demand will create a handful of investment champions and shape global politics for years to com...

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