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AI infrastructure still has room, BNY Mellon fund manager says
BNY Mellon’s Global Infrastructure Income exchange-traded fund manager Brock Campbell says some investors are underestimating how much demand remains for AI-related infrastructure.
According to MarketWatch, Campbell pushed back on the view that the AI infrastructure trade has already peaked, arguing that other parts of the opportunity have been overlooked.
MarketWatch also reports Campbell discussed where he is focusing within the strategy, pointing to investment areas tied to ongoing infrastructure needs from the AI buildout.
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