Shelton Capital Management Portfolio Manager Bruce M. Kahn, Ph.D. tells Investing News Network (INN) that the biggest constraint for artificial intelligence (AI) may have little to do with technology. The real challenge is building enough physical infrastructure to power its expansion. He told the INN where he sees the top investment opportunities in the AI boom.
From grid capacity and corporate power deals to federal policy, Kahn pointed to a common thread throughout the conversation: AI may be advancing at unprecedented speed, but its growth ultimately depends on the physical infrastructure needed to support it.
To read the full article, visit: https://investingnews.com/artificial-intelligence-investing-2677809614/
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