Finance
Samsung Asset Management points to AI bottlenecks as second-half ETF theme
Samsung Asset Management on June 29 picked “AI bottleneck” as a key theme for exchange-traded fund investing in the second half of the year. It said constraints are emerging as AI advances and is applied more widely, including limits in computing, energy, data transmission and physical space. The firm highlighted semiconductor computing capacity first, followed by power, network bottlenecks and space shortages tied to data centres and infrastructure expansion.
