Bytes to Bricks: The Return of Hard Assets скачать в хорошем качестве

Bytes to Bricks: The Return of Hard Assets

The era of asset-light investing may be reaching a turning point as AI accelerates the commoditization of software and code. In this video, we break down how rapid advances in artificial intelligence, rising capital expenditures in AI infrastructure, and faster model iteration cycles are reshaping investment markets. We discuss why investors may be rotating away from traditional software companies and what this shift could mean for asset-heavy businesses that build, power, and support the next phase of technological and economic growth—such as data centers, energy, semiconductors, and physical infrastructure. Topics covered include: • AI investment trends and capital intensity • Software commoditization risk • Asset-light vs asset-heavy business models • Infrastructure and energy demand driven by AI • Long-term implications for investors This video is designed for investors looking to understand how AI is changing capital allocation, market leadership, and portfolio strategy. AI investing, asset-light vs asset-heavy, artificial intelligence infrastructure, software commoditization, AI capital spending, data centers, energy demand, investment strategy, technology investing ___________________________________________________________________________ Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. This presentation is not intended to be relied upon as forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date noted and may change as subsequent conditions vary. The information and opinions contained in this presentation are derived from proprietary and nonproprietary sources deemed by Fort Sheridan Advisors, LLC to be reliable. The presentation may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projection and forecasts. There is no guarantee that any forecast made will materialize. Reliance upon information in this presentation is at the sole discretion of the investor. Please consult with Fort Sheridan Advisors, LLC financial advisor to ensure that any contemplated transaction in any securities or investment strategy mentioned in this presentation align with your overall investment goals, objectives and tolerance for risk. Additional information about Fort Sheridan Advisors, LLC is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 801-70517. Fort Sheridan Advisors, LLC is neither an attorney nor an accountant, and no portion of this content should be interpreted as legal, accounting or tax.