Storm Uru, Manager at Liontrust Global Dividend Fund, says surging AI demand, supply constraints, and rising CapEx from tech giants signal a major shift — and an inflection point for infrastructure stocks..
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Storm: AI is getting smarter and cheaper — demand is accelerating fast

Storm Uru, Manager at Liontrust Global Dividend Fund, says surging AI demand, supply constraints, and rising CapEx from tech giants signal a major shift — and an inflection point for infrastructure stocks.