Picks, Shovels, and Street Sweepers: Investing in the AI Boom and Beyond

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Publication date: 12 February 2026

Published by: Allianz Global Investors

The world is captivated by the artificial intelligence boom, with hundreds of billions being poured into infrastructure. But is it a sustainable revolution or a speculative bubble? In this episode, Brunner’s Julian Bishop and James Ashworth provide a sober analysis based on their research trips to the tech hub of San Francisco and the industrial centre of Tokyo.

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