The Compute Bottleneck: Positioning Client Portfolios for AI's Next Scarce Resource

Join us as we discuss:

  • What is AI compute: where does it fit in the AI economy and ecosystem?
  • The AI compute supply/demand imbalance: Why rising demand for AI compute is colliding with physical and potentially social/political limits to rapid data center construction, and what this structural gap means for markets over the next several years.
  • The Bitcoin miner-to-AI-infrastructure pivot: Why many of these AI compute firms are current or former Bitcoin/crypto miners, and how their existing power and grid connections are being redeployed for AI workloads
  • Ways to gain exposure to this theme: what role does this exposure play in portfolios and how advisors can introduce this theme to clients.



Speakers

Kyle DaCruz

Head of Product Development

Will Ogden Moore

Senior Research Associate

October 7, 2026 | 2:00pm ET

The Compute Bottleneck: Positioning Client Portfolios for AI's Next Scarce Resource

Accepted for | 1 CFP / IWI / CFA CE Credit

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