Examining how unprecedented AI infrastructure spending is reshaping the physical economy — from power generation and data center construction to the small- and mid-cap companies building the capacity that makes AI possible.
This webinar is intended for financial professionals. A confirmation email will be sent upon registration.
What you'll learn
Key topics we'll cover
01
The scale is unprecedented
AI spending from hyperscalers is forecast to approach $1 trillion annually, with roughly half flowing outside of compute into the physical economy.
02
SMID companies are cashing the checks
As mega-cap tech writes the checks, small and mid-cap suppliers of power, switchgear, cooling, and construction benefit with greater equity sensitivity.
03
We are early in the adoption curve
The binding constraints are increasingly physical and local — power and grid interconnection, skilled labor, and electrical/thermal systems.
04
Lower AI costs drive more demand, not less
The same $1 billion of incremental AI revenue may be negligible for a mega-cap company, but potentially transformational for a SMID company.
Drew is Head of Team and Portfolio Manager on Polen Capital's 5Perspectives Growth Team. He leads portfolio management and investment analysis for the 5Perspectives strategies, centered on his proprietary investment framework developed over decades of experience. Prior to joining Polen Capital in 2025, Drew was a Portfolio Manager at Bosun Asset Management and Advisory Research Investment Management. He also founded and managed Cupps Capital Management, and began his career at Driehaus Capital Management in 1992.
SR
Simon Rafferty, CFA
Client Portfolio Manager
19 years of experience
Simon is a Client Portfolio Manager responsible for communicating Polen Capital's philosophy, process, portfolio positioning, and investment views. Prior to joining Polen Capital in 2024, Simon spent 17 years at BlackRock in Australia and the United States in business development and product strategist roles, most recently as a Lead Product Strategist within BlackRock's Multi-Asset Strategies and Solutions division. Simon holds a Bachelor's Degree in Information Technology from University of Canberra and is a CFA charterholder.
This presentation has been prepared by Polen Capital without taking into account individual objectives, financial situations or needs. As such, this presentation is for informational purposes only and is not to be relied on as, legal, tax, business, investment, accounting, or any other advice. Recipients should seek their own independent financial advice. Investing involves inherent risks. Past performance is not indicative of future results. No statement herein should be interpreted as an offer to sell or the solicitation of an offer to buy any security.
