Adam Wood, Head of European Technology and Payments at Morgan Stanley, explores how generative AI is revolutionizing enterprise software, highlighting its potential risks and opportunities. Lee Simpson, Head of European Technology Hardware, discusses the impact of evolving semiconductor technologies and the increased demand for hardware in this AI landscape. Emmet Kelly, Head of European Telco and Data Centres, shares insights on the telecommunications sector's struggle to capitalize on AI benefits, emphasizing the complexities of data center investments.
