The Silicon Valley Bus Tour
Oct 11, 2023
Jennison Associates provides thought-provoking insight on the evolving AI landscape and growth equity themes.
Artificial intelligence (AI) marks the dawn of a new era in computing. With ground-breaking productivity applications under development, we are only at the beginning of a transformative landscape that will take years to unfold. The market is still adjusting to the rapid growth in demand for AI chips, for instance, as companies around the world race to build AI-powered products and services.
In an interview with Citywire Wealth Manager, Mark Baribeau, CFA, Head of Global Equity at Jennison Associates, sheds light on tapping into the surge in demand for AI-linked technology. This includes recounting a research bus tour to Silicon Valley at a bleak time, exploring cloud-based computing developments and exploring the potential phases that will shape the broader tech landscape. Mark also outlines Jennison Associates’ fundamental approach to valuing growth stocks and examines other opportunities in the growth equity sector.
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