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Written by: Sammy Simnegar, Jed Weiss, and Yasmin Landy
Many international companies are helping build the infrastructure enabling AI, while other companies are using AI to improve the way they work and the products they offer.
Key Takeaways
- AI investments outside the U.S. may be underappreciated amid an international equity rotation so far in 2025.
- While AI model developers may be grabbing headlines, we have largely focused on companies that are building the infrastructure behind AI and companies using AI to better their businesses.
- Key areas of international AI opportunity can be classified in a handful of areas: semiconductor manufacturing and chip fabrication, the cloud, software, power/electrification, data visionaries, and efficiency plays.
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