Dear Reader,
Today I want to talk about a little-known megatrend that is quietly getting bigger and bigger…
A picture that’s really just unfolding.
And most folks don’t have any idea yet what’s going on.
But the picture is starting to become clearer…
And I believe by the time it does become clear, most of the potential opportunities for regular investors will be gone.
See, while most of the world is still focused on AI…
The biggest moves AI insiders are making now involves AI’s next wave: “E.I.”
There’s a quiet revolution happening right under our noses, and it involves how AI is going to jump to E.I.
Let me explain…
By now most of us are familiar with AI…
When you get on your computer or phone and play with ChatGPT, etc. and it gives you answers.
It’s terrific – just fabulous.
But E.I. is “embodied intelligence.”
What’s happening right now is that AI is jumping off the screen, and it’s moving into bodies, literally.
Bodies.
It’s happening right now, and not many people are really able to perceive it.
It reminds me of how I felt in 2023 when these weight loss drugs started to get a lot of mention from industry insiders but the rest of Wall Street kind of didn’t know what was going on yet.
And those stocks we made such killer gains on - Eli Lilly, Viking, Altimeter…
We made hundreds of percent gains.
Well, the same thing is happening with AI right now in its transition from AI that lives on the screen, to E.I., or embodied intelligence.
It really started to occur to me in talking with friends of mine who are in the tech space….
One of them said to me about six months ago, “why do you think so much money is being spent on data centers?”
I said, “it’s for AI, isn’t it?”
He told me, “you know they really don’t need that size of a commitment for AI data centers…
“They need it really for E.I. data centers…
“When the AI moves from the computer, jumps off the screen and goes into physical bodies.”
So yes, it is the “AI era,” but the AI era right now is about to be replaced by the E.I. era.
When this friend said this to me - and he’s a real ‘finger on the tech pulse’ kind of guy - I really started to consider…
When you look at data center infrastructure, there’s expected to be a $400 billion investment this year alone.
We’re seeing Microsoft commit $80 billion…
Meta, $65 billion…
Amazon, $100 billion…
Alphabet, $75 billion…
Apple, Nvidia, Tesla…
They’re all after the same thing.
And last week, what really got my goat, was when word came out that investing in data centers was so expensive, and so important to Meta, that the company was actually going to Wall Street to seek a deal to get $29 billion in extra funds from outside investors.
Think about that.
This is a big deal.
That’s how expensive this is…
And how urgent to the big AI players who don’t want to eat the dust of tomorrow’s E.I. giants.
They’re building these data centers because we’re about to enter a world where, again, AI no longer lives just on your computer…
It is jumping into our 3-dimensional world…
It’s home aides for the elderly, patrol dogs at the White House…
And so much more.
Embodied intelligence is going to pull on data infrastructure in ways that dwarfs what we’ve seen.
Think about a Tesla - an automatic, self-driving car…
It’s reading everything around it in real time…
Sending signals to satellites, pulling in information, processing it, and making life-or-death decisions in milliseconds.
When you take AI into the real world, you need a lot more processing power. Lives depend on it!
This is the real reason the data center expansion is happening at unbelievable rates.
This is the reason these individual companies are going so far as to sign deals to lock down nuclear power plants… or build their own!
You have to start to imagine what this looks like…
It all starts to come together - this next wave of AI…
Embodied Intelligence.
What we’ve done here, for our readers and for our own portfolios…
We did a really deep dive…
We talked to our contacts in Silicon Valley, Wall Street, etc…
We dug deep into everything going on in the world of robotics…
And where the world’s smartest tech investors are putting their money…
Where the Nvidias, Metas, Microsofts are investing…
So that we could really get clear on what’s happening here.
And we put all our research into a special report on exactly what this looks like, so we can help you imagine this E.I. future…
Because it’s coming.
Most people don’t yet comprehend the size of this.
But once they do, it’s too late - all the biggest gains have been made by those who could imagine early on what this would become.
I’m really proud of the work we put into this.
I can’t wait to hear what you think.
This is our very first release of our new report on E.I.
I hope you’ll check it out:
NEW: “The A.I. E.I. Era”
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