AI Resource Center

A collection of Jennison’s latest thinking on AI, what it is, and what it means for investors.

Thought Leadership on an Economic Transformation

We believe recent advances in artificial intelligence (AI) herald a technological revolution, one that will be as significant and long lasting as the advent of the internet and mobile computing. To help investors learn about this extraordinary opportunity, we have prepared a central location for content that explains the AI ecosystem, its origins, and the full implications of its future development.

The AI Wave Keeps Building

AI is entering a new and important phase: applications that have direct and visible impacts on business operations and individuals’ daily lives. 

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Investing in AI’s Growing Energy Needs

The rise of AI is fueling a structural transformation in global energy demand—creating powerful, long-term investment opportunities across utilities, infrastructure, and the broader power ecosystem.

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AI-Driven Cycles: Investment Opportunities?

Jennison’s John Donnelly, in this article on top1000Funds.com, explains that AI represents a paradigm shift in technology history and is experiencing a cycle of infrastructure investment that may “create great investment opportunities.”

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AI could be ‘as big as the internet’ for investors

Jennison’s Owen Hyde, in this interview on top1000Funds.com, explains why the “big bang” moment of last year’s ChatGPT launch is expected to kick off a slew of innovations that could rival the internet for their profitable application to investible businesses.

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