From our Fund Manager’s Desk

Waiting for GenAI’s Godot: When will the profits arrive?

The promise of Generative AI (GenAI) has ignited a gold rush within the cloud computing sector, with giants like Microsoft, Amazon Web Services, and Google Cloud pouring hundreds of billions into AI development and infrastructure. Yet, a critical question lingers: when will the promised returns be realised on these outsized investments? Like characters in Samuel Beckett’s ‘Waiting for Godot,’ cloud vendors and investors find themselves in a state of perpetual anticipation, grappling with the complexities of monetising a technology that, while transformative, presents a unique set of financial challenges.

GenAI’s Godot... Read More