Area of conviction
Digital infrastructure.
The networks and data systems underneath everything.
Digital Infrastructure
Every other area of conviction runs on digital infrastructure.
Data centres, networks and the systems that power artificial intelligence are, in the Chairman's words, "the digital infrastructure underneath all of it".
Themes
What we watch.
I
Data centres
The physical home of the digital economy.
II
Connectivity
Networks that link people and machines.
III
AI systems
The computing behind artificial intelligence.