Brock Economics Professor Ivan Medovikov was recently featured in RBC Direct Investing’s Inspired Investor, sharing his perspective on how the growth of artificial intelligence is creating investment opportunities beyond technology and semiconductor companies.
The article looks at industries supporting the rapid expansion of AI infrastructure. Dr. Medovikov points to the energy sector as a particularly interesting example: AI and data centres are adding significantly to electricity demand, but broader trends such as electrification and growing pressure on power infrastructure were already increasing demand before the current AI boom.
For Dr. Medovikov, this distinction is important when assessing potential investment opportunities.
Read the full article here: “Not Just Chips: AI Investing Beyond Semiconductors,” in RBC Direct Investing’s Inspired Investor”
