AI Education Series
Six short videos unpacking the AI infrastructure sector and the investment opportunity it represents.
The Morgans AI Education Series is six short episodes designed to give you a clear, practical understanding of the artificial intelligence infrastructure sector and the investment opportunity it represents. Watch in order, or jump to the topic you need.
Your starting point. Alex Mees, Nick Harris and Keeley Walsh from Morgans Research explain what AI actually is, why it has captured global capital markets, and the key terms you'll need for the episodes that follow.
We go deeper into the company at the centre of the AI infrastructure buildout. Nick Harris from Morgans Research on how NVIDIA's GPU technology powers the world's largest AI systems, and why this business is foundational to understanding the sector.
The forces shaping AI adoption at an industry level, and what they mean for the opportunity ahead. Dom Walsh from Morgans Corporate on why global capital is choosing Australia, and what makes this buildout cycle different.
The macro tailwinds driving demand for AI infrastructure, and why the buildout may be one of the largest in history. Ruth Collin from Morgans Corporate Advisory on why token volumes are outpacing hardware gains, and why the demand-supply gap keeps widening.
We step back from the models to look at the AI supply chain that makes them possible. Alex Mees and Erin McDonald from Morgans Research walk the value chain link by link, then bring it home to the ASX names and the risks worth watching.
We turn to the infrastructure providers building the engine room of AI. Nick Harris from Morgans Research on what an AI factory actually is, how it differs from a traditional data centre, and the risks and rewards inside these high-capex assets.
A curated playlist of the external videos referenced throughout the series, from NVIDIA keynotes to neocloud deep dives. Watch them all in one place on YouTube. To view the playlist click the button below or the youtube video link which will start playing the first video in the series.
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