“AI is the growth engine of the infrastructure sector right now.”

Datacenters and other AI infrastructure continue to be one of the biggest investment themes right now. Which companies are best positioned to keep up with the times?

Brompton’s Senior Portfolio Manager Mike Clare joined BNN Bloomberg to share his top picks for capitalizing on AI infrastructure growth, including why Alphabet is set to lead the space for years to come.

 

‘Alphabet has such a dominant position they will be a leader in this space for many years’: Clare