How AI and Energy Are Reshaping Global Investments | Digging Into The Future with William Smales

Описание: In this episode of PTC’s Digging Into the Future, host Bill Barney chats with William Smales, Chief Investment Officer of Morrison, for an eye-opening discussion on the future of digital infrastructure. Originally from New Zealand and now based in New York, William has become a leading voice in global investments and innovation.

Together, they explore how AI is creating massive ripple effects in data centers, the growing importance of energy in digital infrastructure, and the crucial collaboration between governments and private capital to drive innovation. Packed with forward-thinking insights, this session is a must-watch for anyone curious about the forces shaping how investors look at our digital world.

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Digging Into the Future Series:    • Digging Into The Future | PTC Series  

Chapters:
0:00 - Introduction
0:21 - William Smales' Background and Role at Morrison
0:49 - AI’s Impact on the Digital Ecosystem and Data Centers
1:40 - Governments and AI: Regulatory Shifts and Export Restrictions
2:25 - Unequal Global Distribution of AI Investment
3:10 - AI’s Geopolitical Implications and U.S. Market Dominance
4:20 - Uncertainty Around AI Business Models
5:12 - Historical Parallel Between AI and Early Internet Development
6:13 - Government and Private Capital Collaboration for AI Growth
7:02 - Lessons from the Dot-Com Bubble and the Role of Big Tech
8:07 - Overview of Morrison’s Global Infrastructure Investment Strategy
9:19 - Morrison’s Global Presence and New Zealand Roots
10:15 - Small Town Values Influencing Global Business Approach
11:13 - China’s Role in Digital Infrastructure and AI Collaboration
12:09 - Importance of Global Cooperation in Communications Infrastructure
12:54 - Energy and Chips as Emerging Pillars of Digital Infrastructure

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