Investors would do well to keep these on their radar
THE COMING phase of growth will be defined by hardware: the compute, memory, networking, and power systems that make large-scale AI both possible and commercially viable.
Much of this capability is being built by a group of emerging-market companies whose strategic importance has outpaced their valuations.
These seven firms – the ‘Secret Seven’– supply critical technologies across every layer of the AI stack, yet trade at meaningful discounts to their developed-market peers. We argue that this represents an opportunity for investors.
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