AI Research Library

Projects generative AI's power demands will skyrocket 70% annually. By 2027, generative AI could use as much energy as Spain needed in 2022. Identifies opportunities in data center infrastructure.

Analysis of power infrastructure investments needed for AI data centers, including fuel cell capacity agreements and utility partnerships.

Global power consumption surging at fastest pace in over a decade. Annual demand set to rise by more than 1 trillion kWh/year through 2030, with AI data centers contributing nearly a fifth.

Data centers will require more than 50 GW of power in the US by 2028, representing roughly half of power growth. Covers proliferation of data centers and related power needs.

Roundtable discussion on AI's exponential pace. CapEx on AI infrastructure could surpass $3 trillion in the next three years. Addresses the $40 trillion global labor market as addressable market.

Examines whether the AI capex boom that powered U.S. equity gains may be entering later phases. Analyzes free cash flow trends and valuation concerns.

Total hyperscaler CapEx increased from $125B to $220B in three years, expected to exceed $300B by 2027. Discusses generative AI driving investment.

Four U.S. hyperscalers on track to increase capex by more than 30% in 2025 to nearly $325B. Questions ROI justification for current spend levels.

AI could affect 90% of occupations. Analyzes agentic AI impact on jobs and potential for net positive employment growth. Identifies Consumer Staples, Real Estate as key beneficiary sectors.

Research on second-order AI beneficiaries using Culture Quant methodology developed with Morgan Stanley's Machine Learning Research Lab.

Top trends: AI reasoning, custom silicon, cloud migrations, AI efficacy measurement, and agentic AI. Features C-suite insights from major tech companies.

Comprehensive chartbook on investing in artificial intelligence, covering market sizing, adoption curves, and investment implications.

Thematic research on AI Enablers & Adopters strategy. Emphasizes monetisation of AI applications and software sector opportunities for 2025.

Agentic AI represents a new generation of foundation models acting as operating systems for autonomous, action-taking digital agents with enhanced reasoning and decision-making capabilities.

Analysis of how core generative AI technologies combine with corporate data, content, knowledge, and processes. Shifts AI from reactive tool to proactive, goal-driven virtual collaborator.

Survey of 150+ BofA analysts on AI's impact across ~3,500 companies globally. Examines whether the AI evolution touching every sector could become a revolution.

Foundational report on AI as a transformative technology. Covers market sizing, adoption trends, and sector-by-sector impact analysis.

Employment projections for occupations susceptible to AI impacts (2023-33). Uses BofA transaction data to inform macroeconomic views on AI's economic effects.

Humanoid robot development accelerating with AI advances, improved 3D perception, and declining compute and component costs.

CIO Chris Hyzy discusses AI buildout risks and opportunities with Head of Global Thematic Investing Haim Israel. Covers over $300B in planned 2025 spending and long-term investment opportunities in copper, nickel, silicon, energy, and transportation.

Transition from macro to micro-level developments driven by AI revolution. Identifies cybersecurity as top risk in a transforming world increasingly reliant on technology.

Key themes for the next five years: groundbreaking technology, digital insecurity, abundance, and rebuilding. Agentic AI may spark a corporate efficiency revolution.

How AI is transforming robotics and automation. Examines the convergence of AI foundation models with physical automation systems.