September 11 – From Compute to Capacity: Why the Next Phase of AI Capex May Reward the Physical Economy – Polen Capital – 1 CE Credit

  From Compute to Capacity: Why the Next Phase of AI Capex May Reward the Physical Economy by  Polen Capital

Registration is complimentary for financial advisors.

Summary: The AI investment story is evolving. As hyperscalers pour hundreds of billions of dollars into AI infrastructure, the bottlenecks are shifting from chips to power, cooling, construction, and labor — areas where many small and mid-cap companies are the source of scarce capacity. More...

Date: Friday, September 11, 2026

Time: 1:00 PM Eastern Daylight Time

Duration: 1 Hour

Complimentary CE credit for financial advisors.