Beyond the Models: Where Investors Are Finding AI’s Next Wave

Getting in on the ground floor of the next AI wave can feel particularly elusive for investors. With billions continuing to pour into frontier models and the infrastructure powering them, much of that opportunity is already spoken for. For investors looking beyond hyperscalers and data centers, the question is no longer whether AI will reshape industries but where they can still find meaningful value. To unpack where opportunity still exists, The Information’s Stephanie Palazzolo spoke with: Alex Baker, partner and U. S.