AI & enabling technology are the forces driving the markets.  While massive capital expenditure and relentless earnings momentum have fueled record returns, could valuations be stretched?  As the industry moves from the “build” phase to the “proof” phase, we face a critical divide:  Is this a structural supercycle, or a capital-intensive bubble nearing its limit?

We welcome leading tech investors, BlueBox and Carmignac to look beyond the hype, and explore:

• The ROI Reckoning: Are current valuations supported by realised productivity gains, or is the “capex air pocket” finally looming?  Is this truly a ‘winner takes all’ world, if so, who’s leading the pack?

• SAAS-magaddon:  Is Ai disruption a existential blow for software, or are recent drawdowns a buyng opportunity?

• The Second Wave: Identifying opportunities beyond the “Magnificent Seven,” and the broader supply chain ecosystem driving the AI and robotics revolution

• Infrastructure & Energy: The new bottlenecks; from high-bandwidth memory and sovereign cloud to the critical role of nuclear and renewable energy.

• Geopolitics & Fragmentation: Navigating “Tech Sovereignty,” shifting supply chains and geopolitical uncertainty

• The Asia Pivot: Why Asian enablers are fundamental to the tech of now and the future

We welcome leading fund selection experts to represent the client perspective.