Summary The rapid advancement of artificial intelligence (AI) has created a dynamic and potentially lucrative investment landscape, necessitating a nuanced understanding of value creation across the AI ecosystem. Linqto’s AI Investing Playbook introduces the concept of “AI Portfolio Tilts,” categorizing the ecosystem into hardware, data infrastructure, and applications. Currently, significant value resides in the hardware
7 min
Summary The aerospace and defense industry is experiencing significant growth fueled by technological advancements, shifting market dynamics, and increasing geopolitical tensions. The industry can be segmented into three key areas: commercial aerospace, defense technology, and space technology, each offering unique opportunities for investors. According to The Business Research Company, the global aerospace market was valued
11 min
Executive Summary The AI infrastructure sector offers a diverse investment opportunity, fueled by the rapid progression and widespread adoption of artificial intelligence technologies, divided into three primary layers: hardware, data infrastructure, and applications. The hardware layer forms the physical foundation with powerful processors like CPUs and GPUs, high-speed memory, storage solutions, and custom-designed AI chips.
8 min
7 min 
