Anastasia Amoroso states that accelerating capital expenditures (CapEx) in the US, led by hyperscalers, was a key positive component of the most recent quarterly GDP report.

According to Anastasia Amoroso, the advent of AI has expanded the total addressable market for the entire semiconductor industry, including GPUs, CPUs, and memory chips.

Anastasia Amoroso confirmed that her firm, Partner Group, has multiple portfolio companies operating in the data center sector.

Anastasia Amoroso predicts the technology industry's shift from chatbots to agentic AI and workflow automation will lead to much higher token consumption, necessitating a significant increase in compu...

Anastasia Amoroso observes that European and Asian investors continue to favor investing in the United States due to its superior economic backdrop.

Anastasia Amoroso asserts that the next phase of data center construction will be driven by the computational demands of agentic AI.

NVIDIA is a standout performer in the current earnings season.

The U.S. economy is 63% less oil-intensive than it was in the past.

Partners Group's current investment thesis is focused on the themes of energy efficiency, energy independence, and energy diversification.

Anastasia Amoroso predicts that the Strait of Hormuz will most likely be reopened.

Anastasia Amoroso views AI tools as an extension of, rather than a replacement for, traditional software like Microsoft Excel.

Within Partners Group's direct private equity portfolio of 65 companies, only 8 have some form of commodity or oil price exposure.

Partners Group believes the market is incorrect in its assessment that the software industry is dead due to the rise of AI.

Investment in AI capital expenditures has driven 35% to 45% of U.S. economic growth over the last several quarters.

The cloud businesses of Microsoft, Google, and Amazon are projected to accelerate their growth to 23% or more this year and into next year.

The increase in valuation for the Magnificent Seven companies over the past two years has been driven by earnings growth rather than multiple expansion.

Unlike in the past when only the Magnificent Seven showed strong results, a broader range of companies are now delivering over 10% earnings growth.

Unlike the Magnificent Seven, the rest of the S&P 500 and the MSCI All-Country World Index have experienced significant multiple expansion.

90% of Partners Group's portfolio companies have an active AI initiative.

AI tools such as Claude and Grok are effective for tasks like creating charts, formatting, and fetching data.