09/02/2026
AI has become such a big part of the conversation around markets and the economy, but it’s important to look beyond the headlines.
The bigger picture: the semiconductors, data centers, infrastructure, software, and businesses that make AI possible. There’s an incredible amount of complexity behind something as simple as asking a chatbot a question.
At the same time, exciting innovation doesn’t always mean every investment opportunity will play out as expected. It's a good reminder that investing is about staying curious, keeping perspective, and thinking beyond the next headline.
Our latest blog takes a closer look at the AI value chain and what it may mean for investors navigating this rapidly evolving landscape.
Read more: https://griffinblack.com/ai-value-chain-perspectives-data-centers-semiconductors/