From AI savvy workforces to cultures that champion continuous learning, forward thinking employers can turn talent into a flywheel of innovation, resilience, and compounding growth. For many asset-light businesses, people remain the greatest competitive edge, turning strategy into sustained value.

A multiyear compute super-cycle is underpinning AI’s rapid advance. Surging model scale and inference workloads are colliding with scarce advanced fabrication and packaging capacity, creating durable pricing power and high barriers to entry across the infrastructure stack—an ecosystem potentially poised to deliver long-term value for investors.