09/11/2026
350+ AI companies. 200+ investors. Roughly $50 billion in assets represented.
Those are some of the numbers behind AI Everything Abu Dhabi.
But the part I find more interesting is what they’re gathering to talk about:
Moving AI from experimentation into the real world.
AI is already being deployed across finance, healthcare, manufacturing, energy, and government.
And when technology moves from a demo to something businesses actually use every day, the investment story gets much bigger.
Because AI doesn’t run on software alone.
It needs data centers.
It needs massive amounts of compute.
It needs electricity.
It needs connectivity, cybersecurity, and physical infrastructure.
And it needs capital to build all of it.
That’s where I think investors should pay attention.
During a technology boom, it’s easy to focus on which company will build the best model or application.
But sometimes the more durable opportunity is one layer underneath.
Think about the infrastructure every competitor needs regardless of who ultimately wins.
We saw something similar during the internet boom. The websites got the attention, while enormous amounts of capital eventually flowed into fiber, data centers, networking, and other infrastructure.
AI may be entering a similar phase.
That’s where some interesting investment opportunities may emerge.
What part of the AI infrastructure buildout are you watching most closely?