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The AI revolution has created a surge in investment opportunities across various sectors, extending beyond semiconductors. Tejas Dessai, an assistant vice president and research analyst at Global X ETFs, discusses the impact of AI on the global economy. He compares the current stage of AI development to the early days of the internet, emphasizing the focus on infrastructure buildout, particularly in semiconductors. However, Dessai predicts a broadening of investment opportunities in AI-related sectors such as data centers, cloud software and applications, and energy plays like uranium and copper. For more insights on AI investing, click here to watch the full episode of "Asking for a Trend."The AI revolution in the market has led to a boom, attracting investors beyond the semiconductor industry. Tejas Dessai, Global X ETFs research analyst, discusses the impact of AI on the global economy and compares it to the development of the internet.
While semiconductors remain the main focus, Dessai expects investment opportunities in data centers, cloud software and applications, and energy sectors such as uranium and copper. For more insights, watch the full episode of "Asking for a Trend. "
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