Artificial intelligence (AI) continues to reshape how companies operate and how investors evaluate opportunities. As AI and large language models (LLMs) evolve, the landscape is growing more complex, with new risks and areas to watch.
Some key themes gaining the attention of investors in recent weeks:
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Geopolitical tensions and supply chain risks
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In-house chip design vs. fabless models
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Rare earth materials and mining security
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Energy infrastructure and scalability challenges
These are a few questions I've been digging into ... curious to hear how you're thinking about them:
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Will energy infrastructure become a bottleneck, or an opportunity, for AI chip scaling?
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Which rare earth materials are most critical to AI performance and how secure are their supply chains?
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Could in-house chip design disrupt companies like Qualcomm or AMD?
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How do U.S.–China tensions affect companies like TSMC and ASML?
As investors seek trusted education, our analysts have been publishing timely content on AI's impact, including:
And we have even more education and resources on the way. So stay tuned!
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Jenna Brashear
AAII Community Manager
Chicago, IL
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