Everyone knows the AI story, but fewer people are talking about what's standing in its way. On this episode of Market Sense, we explore the less talked about side of the AI boom: the bottlenecks that are shaping the next phase of growth. A Fidelity portfolio manager discusses where demand is outpacing supply across the AI ecosystem, why those pressure points matter, and how they can create potential investment opportunities. We'll also examine how quickly these bottlenecks can shift and what that could mean as the AI buildout continues. 
If you would like to research or learn more about the fund managed by this week’s Market Sense guest, <a href=https://fundresearch.fidelity.com/mutual-funds/summary/316389402?ccsource=marketsenseCTA>click here</a>.
 
Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/214/615/090126_Market-Sense_PODCAST.pdf>full transcript</a>
 
View the <a href=https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/learning-center/090126_Market-Sense-download.pdf>slides</a>
 
Watch the <a href=https://www.fidelity.com/learning-center/live-pi?ccsource=090126podcast>video replay</a>

Everyone knows the AI story, but fewer people are talking about what's standing in its way.  On this episode of Market Sense, we explore the less talked about side of the AI boom: the bottlenecks that are shaping the next phase of growth.  A Fidelity port

09.01.26 - How supply problems in AI can create opportunity

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