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AI Buildout Entering a Riskier Phase, Says Parnassus CIO

The AI boom is colliding with the limits of the physical world, creating opportunities well beyond chips and data centers, according to Parnassus Investments CIO Todd Ahlsten. He joins Bloomberg to discuss why the historic surge in AI infrastructure spending is entering a riskier phase, where he sees longer-term opportunities, and why traditional software companies including Salesforce, Workday and ServiceNow could face pressure as AI changes the economics of seat-based software. He joins Ed Lu…

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BloombergLean L·1h ago
AI Buildout Entering a Riskier Phase, Says Parnassus CIO
The AI boom is colliding with the limits of the physical world, creating opportunities well beyond chips and data centers, according to Parnassus Investments CIO Todd Ahlsten. He joins Bloomberg to discuss why the historic surge in AI infrastructure spending is entering a riskier phase, where he sees longer-term opportunities, and why traditional software companies including Salesforce, Workday and ServiceNow could face pressure as AI changes the economics of seat-based software. He joins Ed Lu…
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AI Buildout Entering a Riskier Phase, Says Parnassus CIO

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AI Buildout Entering a Riskier Phase, Says Parnassus CIO

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