Uploaded June 2026 | Updated September 2026, 2 weeks ago
AI is being compared to essential infrastructure like electricity and the internet — but does that make it a good investment?
In this clip, Polar Capital Technology Trust’s Ali Unwin explains why he believes leading AI models are not becoming commodities, and why frontier AI companies such as Anthropic may still be able to generate strong returns.
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AI is being compared to essential infrastructure like electricity and the internet — but does that make it a good investment?
In this clip, Polar Capital Technology Trust’s Ali Unwin explains why he believes leading AI models are not becoming commodities, and why frontier AI companies such as Anthropic may still be able to generate strong returns.
#Investing #finance #personalfinance #investments #business #AI #ArtificialIntelligence #Investing #TechnologyStocks #Nvidia #Anthropic #OpenAI #TechInvesting #StockMarket #AIInvesting
Listen to our podcasts: investorschronicle.co.uk/podcasts/?utm_medium=social&utm_source=youtube&utm_campaign=editorial
Subscribe to Investors' Chronicle: investorschronicle.co.uk/product-matrix?utm_medium=social&utm_source=youtube&utm_campaign=editorial
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Our award-winning expert writers research hundreds of companies and funds suitable for all risk appetites, to provide clear, independent recommendations for individual investors who want to make their money grow and outline how to make the most of different types of investment vehicles at all stages of your life.
Follow The Companies and Markets Show on @YouTube: youtube.com/playlist?list=PLnrcXTQl38frCLdb4HDxepjhvod-gN662
Follow Lee and the IC: youtube.com/playlist?list=PLnrcXTQl38fqB-A5bJJ-GtFjm3Q9S9Xnx
Listen to our interviews here: youtube.com/playlist?list=PLnrcXTQl38fo1Oio19rTsLt9fD2s4hKst
Follow us on LinkedIn: linkedin.com/showcase/financial-times---investors-chronicle
Follow us on Instagram: instagram.com/investorschronicle/?hl=en
Get the latest investing updates on WhatsApp: whatsapp.com/channel/0029VaD6zjW9WtBxc0gFG13F










