Revamping the Grid: How AI and Renewables Are Reshaping US Energy Infrastructure
Jefferies sat down with Scott Beicke, Americas Co-Head of Power, Utilities, and Infrastructure, to discuss the integration of renewables in the US grid; the role of baseload generation, storage, and transmission; economic opportunities in new grid infrastructure; and more.
How a Market-Leading Baby Monitor Brand Uses AI to Drive Growth
Anushka Salinas, CEO of Nanit, discusses how AI powers the market’s top-grossing smart baby monitor. She shares insights on the power of customer data, the role of AI algorithms on product innovation, and more!
Great Hill’s Michael Kumin Sees a “Return to Basics” in the Era of Artificial Intelligence
We recently met with Kumin at the Jefferies Private Internet Conference in Los Angeles, where we explored his vision for AI’s future and its impact on growth investing within private equity.
In The Age of AI: Tech Leaders on How Gen AI Is Changing Everything
In this video, you’ll hear key insights on how AI is reshaping everything from human productivity to B2B ecommerce.
Predictions for the AI Era: Startups, Incumbents, and the Future of Work
The AI era has arrived, but investors, company leaders and technologists are still learning to navigate it. One challenge is the tension between startups and incumbents. Companies small and large are battling over AI’s application layer: how to deliver viable AI products to end users and turn them into revenue-generating machines. Startups typically lead the […]
How Data Centers Are Shaping the Future of Energy Consumption
This explosive growth in data centers, coupled with infrastructure and power constraints, presents both challenges and opportunities for a myriad of sectors, including utilities, energy, capital goods, infrastructure/construction, and more. A new report led by Jefferies Utilities and Clean Energy team, with input from more than 20 Jefferies analysts around the world, explores the implications of this growth, the economic dynamics, and the strategic moves needed to sustain the sector’s expansion.
Taking on Google: Perplexity’s Quest to Redefine Search with AI
At Jefferies’ 2024 Private Internet Conference in Los Angeles, Perplexity.ai CEO Aravind Srinivas sat down with Gaurav Kiuttur, Global Co-Head of Internet Investment Banking, to discuss the shifting search landscape, Perplexity’s growth, and competition from Google and OpenAI.
How AI is Democratizing Access to Alternative Data
The $4.5 billion alternative data market has grown 50% annually for the past four years and it shows no signs of slowing down. This data has become an increasing source of competitive advantage, especially for the quant-focused hedge funds that together manage well over $1 trillion, representing 29% of all hedge fund assets.
How Financial Firms Can Extract Value From AI
Suddenly, a wave of innovative new AI products and applications are coming onto the market that are designed to make companies and investors more efficient and profitable.
The Road to Recovery: Dealmaking, AI, and New Investment Strategies
Cully Davis discusses the evolving dealmaking landscape, companies’ measured re-entry into the market, and the transformative potential of new innovations in artificial intelligence.
2023 Tech Sector Outlook: Navigating Disruptions and Opportunities
Cameron Lester, Global Co-Head of Technology, Media, and Telecom Investment Banking, expresses bullishness on the future of the tech sector, despite recent financial tightening.