GenAI Realities: From ROI to Infrastructure Strategy

Keith Weiss

Head of US Software Research

Sarah Hoffman

Director of Research, AI

In the third installment of the AlphaSense and Morgan Stanley Quarterly AI Update, we dive into the forces reshaping the AI landscape, from global trade disruptions to shifts in infrastructure strategy.

We begin by exploring how tariffs may impact AI infrastructure investments. We then tackle a core question facing every enterprise: Is genAI delivering real ROI? We unpack where measurable gains are happening, highlighting real-world use cases and companies seeing tangible ROI.

As infrastructure costs mount, we take a closer look at pre-training vs. inference, exploring the resource demands of each and how these dynamics might evolve with time.

We then explore the rise of neocloud providers like CoreWeave. What does CoreWeave’s IPO tell us about investor appetite for specialized infrastructure and are neoclouds a passing trend or a new era?

Watch Keith Weiss, Head of US Software Research at Morgan Stanley, and Sarah Hoffman, Director of Research, AI at AlphaSense, as they break down these shifts in AI and explore what’s coming next.