Beyond ChatGPT: Inside the AI Supercycle
Behind every AI response is a system of chips, data centres, power and models. How do these pieces fit together, and what does their expansion mean for businesses and investors?
Hosted in collaboration with CUHK Business School Global Business Programmes, this Parallax Session explores the investment wave often called the “AI supercycle”. Through an introductory talk and fireside discussion, we’ll examine its drivers, potential bottlenecks and why technological advances do not always translate into business value.
Bring your questions for the audience Q&A. You can also meet the team and learn about Parallax’s first analyst cohort. The event welcomes students from CUHK.
Event Details
Admission: Free
Language: English
Who can attend: Students from CUHK
Prior knowledge: No technical or finance background required
Contact: hello@parallaxdepth.com
Speakers
Dr. Anson Au Yeung, Assistant Dean (Undergraduate Studies), CUHK Business School
Mr. David Chow, Equity Research Associate at UBS
About Parallax
Parallax is an independent, student-led financial research house based in Hong Kong. We investigate how developments in AI technology reshape industries, company economics and investment opportunities.
We publish research reports and articles that explain complex AI technologies, analyse the companies involved and examine their valuations. Our research asks where investment and spending are flowing across the AI value chain, which companies capture the value, and what this means for investors. We develop investment views and explain the evidence, assumptions and uncertainties behind them, helping readers understand both our conclusions and how we reached them.
Learn more at parallaxdepth.com.
Note
Speakers and mentors participate in a personal capacity. Any professional titles or affiliations mentioned are provided for identification only. Their remarks represent their own views and do not necessarily reflect those of their employers or other organisations with which they are associated. Participation does not imply sponsorship, approval or endorsement of Parallax, the event or its research by those organisations. This discussion is for educational purposes only and is not investment advice.