VIRTUAL EVENTS

The Mind in the Machine, Part One: From Silicon to Sentience—Mapping the AI Supply Chain

Artificial intelligence is everywhere—but what powers it is often overlooked.

In this latest installment of the AB Disruptor Series, we’ll look behind the algorithms and output to examine the critical ecosystem that underpins AI. We’ll explore the key links in the AI supply chain—from raw materials and semiconductors to data centers and energy demand—and why they matter to investors. And of course, we’ll also look at how geopolitics, trade policy and tariffs are reshaping this landscape, creating both risks and potential across the value chain.

June 18, 2025
11 AM PT | 2 PM ET
Already Registered? Click here »

SUMMARY

Register now to join us on Wednesday, June 18, for part one in our two-part “Mind in the Machine” series as we discuss:

  • The unseen industrial backbone behind AI models
  • Key links in the supply chain—from raw inputs and compute to energy, data and deployment
  • Why resource access and chip capacity are becoming strategic assets
  • The intersection of tariffs and AI: how tariff levies and policy shifts could ripple across the AI ecosystem

SPEAKERS

Rick Brink, CFA

Chief Market Strategist
AllianceBernstein

Wentai Xiao

Senior Research Analyst
AllianceBernstein

Michael Mathay, CFA

Senior Research Analyst—Concentrated Growth
AllianceBernstein

Luke Pryor

Portfolio Manager—Security of the Future; Co-Portfolio Manager—Strategic Equities and Responsible US Equities
AllianceBernstein

Ian McNaugher, CFA

Research Coordinator (US) and Senior Research Analyst—Strategic Core Equities
AllianceBernstein

Todd Rosenbluth

Head of Research
VettaFi

Disclaimer
By registering, you are certifying that you are a financial professional and agree to share your data with VettaFi and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to VettaFi's Privacy Policy. You can unsubscribe at any time.