The AI Investment Cycle: Platforms, Infrastructure, and Markets

Artificial intelligence is catalyzing a new investment cycle that spans platforms, infrastructure, and capital markets, with implications far beyond the technology sector. As spending accelerates across compute, data systems, and enterprise adoption, AI is beginning to reshape productivity, labor dynamics, and the structure of the broader global economy. This session brings together leaders from asset management, technology, and market infrastructure to examine where value is emerging in the AI ecosystem, how capital is being deployed and intermediated, and how financial markets are adapting to support this transformation. Panelists will also explore whether current investment levels are sustainable, how returns are likely to be distributed, and what this shift means for growth, competitiveness, and market structure in the years ahead.