Zortix matched this thesis to Artificial intelligence ETFs as one way for retail investors to get exposure. Not a recommendation.
Chinese AI infrastructure as cheaper investment
The guest argued that investing in the Chinese domestic AI infrastructure supply chain is more attractive than the labs themselves, given the labs' high revenue multiples.
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The guest argued that in a new computing cycle like AI, the infrastructure layer is the first to inflect on the S-curve and is the safest investment, as it is needed regardless of which foundational models or applications ultimately win.
The guest argued that investing in the Chinese domestic AI infrastructure supply chain is more attractive than the labs themselves, given the labs' high revenue multiples.