Embracing Disruption
Is AI the new Railroad?

In times where US railroad is consolidating, what investment opportunities does Artificial Intelligence (AI) bring?
- AI infrastructure: Companies building the back bone of AI, such as chip manufacturers and high-performance server providers, are at the heart of this investment surge.
- Data centers & energy: The massive demand for computing power is fueling growth in data center operators, cloud providers, and energy companies, especially those investing in nuclear and renewables.
- AI-driven industries: Beyond tech, sectors like robotics, autonomous vehicles, healthcare AI, and industrial automation are poised to benefit as AI adoption accelerates globally.
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