Weekly Strategy Perspectives - AI Beyond the CapEx Cycle

The Through Line: After decades in development, machine learning and its latest iteration – AI – burst into the public lexicon with the introduction of ChatGPT in November 2022. Since then, much of the news has focused on the buildout of infrastructure to facilitate the technology’s rollout. Our guest authors argue that AI is not merely the next transitional step in the industrial revolution: it’s a gigantic leap forward, propelling us all headlong into an enhanced age of knowledge.