The most common question we have received lately surrounds expanding the AI trade beyond semiconductor and hardware names to include opportunities in power and cooling equipment, datacenter construction, utilities, etc.  In this 5 minute video, Analog Century portfolio manager, Val Zlatev, lays out the case that semiconductors – GPUs, CPUS, networking, memory, power management, etc. – extract most of the infrastructure investment value as well as drive dramatic energy efficiency improvements which will lead to upgrade spending in the yea

rs to come.