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Weekly Update for the week ending September 4, 2026

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The AI Revolution: Understanding the Technology Behind the Investment Boom

AI is far more than Nvidia and a handful of high-profile technology companies. From chips, memory, and networking to data centres, power, cloud computing, software, and cybersecurity, AI depends on an enormous ecosystem of businesses. In the final part of The AI Revolution, we look at how investors can participate in that ecosystem – and why finding the right investment may be about more than simply finding the next big AI company.

Weekly Update for the week ending August 7, 2026

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The AI Revolution: Understanding the Technology Behind the Investment Boom

Artificial intelligence (AI) may seem like software running in the cloud, but behind every AI-generated response is a vast physical infrastructure. From Nvidia’s powerful AI chips to advanced memory, high-speed networking, massive data centres, and enormous amounts of electricity, today’s AI systems depend on some of the most sophisticated technology ever built.

In Part 3 of The AI Revolution: Understanding the Technology Behind the Investment Boom, we explore the infrastructure that makes AI possible and explain why companies across multiple industries—not just technology firms—are benefiting from the AI revolution.

Weekly Update for the week ending June 28, 2024

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I am very happy with the nearly 19% gain in Microsoft’s (NASD: MSFT) share price since the start of the year. Normally, that would be a fantastic return for six months. But compared to the performance of another tech giant – Nvidia (NASD: NVDA) – it is modest. Nvidia is experiencing extraordinary times, thanks to […]