There are 23 item(s) tagged with the keyword "Technology".
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By Chris Iggo, Chair of the Investment Institute and CIO for AXA IM Core, BNP Paribas Asset Management
By Chris Iggo, Chair of the Investment Institute and CIO for AXA IM Core, BNP Paribas Asset Management
NVIDIA is reaffirming its dominant position in the AI infrastructure space, with continued strong demand for its products despite geopolitical headwinds, says Portfolio Manager Richard Clode.
The Global Technology Leaders Team explores how artificial intelligence and accelerating technology adoption is disrupting sports.
Portfolio Manager Alison Porter discusses how AI innovation is accelerating the development of autonomous driving, as well as the opportunities and challenges for its commercial adoption.
Head of EMEA and Asia Pacific Equities Lucas Klein and Head of Americas Equities Marc Pinto argue that progress on the trade impasse, further monetary easing, pro-growth reforms, and an innovation revolution should all prove supportive to equities over the mid term once the market moves past near-term volatility.
Portfolio Manager Richard Clode discusses President Trump’s latest semiconductor restrictions, which are advancing the shift towards AI chip deglobalisation.
Portfolio Manager Richard Clode discusses the key learnings from NVIDIA’s annual technology conference, a key event highlighting the rapid progression of the AI revolution, including opportunities created by agentic AI.
Portfolio Manager Richard Clode joined NVIDIA’s most recent earnings call. He highlights the main considerations for investors on the company, as well as the generative AI tech wave more broadly.
Displaying: 1 - 10 of 23