Artificial Intelligence remains one of the most significant investment themes of our time, but where will long-term value ultimately be created?
In our latest special report, Freddy Colquhoun, Investment Director, shares key insights from discussions with technology leaders including Satya Nadella of Microsoft, Jensen Huang of NVIDIA, and Elon Musk and Gwynne Shotwell of SpaceX at the All-In Summit 2026 in Los Angeles.
The report explores how the next phase of AI may be driven not only by advances in model capability, but also by the infrastructure, security, governance and commercial systems that support deployment at scale.
It covers:
- Microsoft's vision for a multi-model AI future
- NVIDIA's role in the industrialisation of intelligence
- SpaceX's ambitions across communications, AI and infrastructure
- The growing importance of governance and control frameworks
- What these developments could mean for investors.
Click here to read the report
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JM Finn All-in Summit report 2026
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