New AI winners beyond Big Tech are set to emerge, UK fund manager predicts
Clare Pleydell-Bouverie, co-lead fund manager at Liontrust Asset Management, is eyeing up firms hovering near — but not currently a part of — the seven biggest tech firms.
"We're of the firm belief that the winners of this new technology cycle, that really started 18 months, two years ago with the ChatGPT moment AI revolution, these are not going to be the same winners as the last technology cycle," Clare Pleydell-Bouverie, co-lead fund manager at Liontrust Asset Management, told CNBC's Arjun Kharpal last week.
"This year we've been really focused on the AI infrastructure layer of this new technology stack," she said.
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