15 ys to Play

M Global Idea Thematics 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 15 Ways to Play AI Exhibit 1: Performance by AI sub-theme and MS base case upside (median) AI in Biotech AI in Smartphones & Edge Powering GenAI EU Data Centres Global Data Centres Global Semis Infra Sales Exposure Enabler/Adopters Enablers Adopters AI in Gaming AI in Education AI in Software Productivity Winners -5.0% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% -10.0% -5.0% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% Median Upside to Base Case YTD Performance AI ...