AI is a boom, not a bubble. Munro Partners’ Nick Griffin argues the AI infrastructure build-out is only getting started, with enormous investment in computing, semiconductors and power creating opportunities for the businesses supplying the “picks and shovels” behind the boom.

Read | Watch | Livewire Markets

Nick Griffin

Nick is a founding Partner and the Chief Investment Officer of Munro Partners. He is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Nick has been managing global long / short equity mandates for over 15 years.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.