Post by Cordoba Research Group

“The scale of capital being deployed into AI is large, but the revenue base has not caught up. Infrastructure spending is rising quickly, while monetisation remains limited and uneven. At the same time, value is starting to shift away from the model layer toward areas like data, enterprise integration and physical infrastructure, where constraints are harder to replicate. The labour and institutional effects are also beginning to show, something explored in MANNA and Bicentennial Man, where systems evolve beyond how they were originally designed or controlled.” 📌 In this note, Cordoba Research Group looks at: - Why the gap between AI capex and revenue is creating a timing problem - How value is moving away from models toward infrastructure and data - Where labour and regulation could slow adoption and shape returns - Why the most visible parts of the AI trade may not be the most durable 📩 Read the note here: https://lnkd.in/euEZuvH6 (full note available in the Research Library) #AI #Technology #Infrastructure #Macro #Investing #CordobaResearchGroup