AI, algorithms and human judgement: The future of portfolio management
Artificial intelligence, or AI, has been the buzzword on the Street over the past year. In 2026, the AI theme has moved beyond the technology sector, driving a broader investment narrative around data centres, semiconductors, power infrastructure and the massive capital spending needed to support the next phase of AI development. The scale of the AI boom has also forced investors to rethink how they analyse opportunities, assess risks and construct portfolios.
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Research is expanding the infrastructure surface for builders, which can change where inference runs, what gets deployed locally, and how teams package AI workloads.
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AI, algorithms and human judgement: The future of portfolio management Why it matters: Research is expanding the infrastructure surface for builders, which can change where inference runs, what gets deployed locally, and how teams package AI workloads. Source: Telecomliveweb...
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