In this Special Report, we explain how investors can capture the upside while managing the risks.
The market pricing for AI reflects a level of optimism that may be disconnected from near-term commercial reality. Despite massive capital investment, clear and scalable ROI models remain elusive, with leading firms still generating losses and businesses questioning the net benefits.
At the same time, rising infrastructure demands, especially for power, materials, and chips, are driving value toward upstream suppliers, while competition (notably from China) and growing social and regulatory pushback add further uncertainty.
Four questions for anyone with AI exposure, answered with the data.
Why clear and scalable ROI models remain elusive despite massive capital investment, and what that means for today’s market pricing.
How rising demand for power, materials, and chips is driving value toward upstream suppliers.
Where the challenge from China and growing social and regulatory pushback add uncertainty to the outlook.
How investors can capture the upside while managing the risks.
Rosenberg Research & Associates is an independent macro research firm founded by David Rosenberg, one of North America’s most widely followed economists. The firm provides institutional-grade research to portfolio managers, RIAs, family offices, and sophisticated investors worldwide. Known for a data-driven, contrarian approach, Rosenberg Research delivers daily, weekly, and thematic analysis that cuts through consensus thinking.
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