Skip to content
THOUGHT LEADER SERIES

GenAI Realities: From ROI to Infrastructure Strategy

About the Speakers
  • 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.

Explore more

Investing in the Age of AI

Join us for an exclusive conversation with Harry Stebbings, founder of 20VC, as we explore winning investment approaches, the crucial differences between verticalized and consumer-grade LLMs, and the essential AI tools every enterprise needs.
WebinarOn-Demand
Title of webinar

AI Agents in Action: Advancing Research & Strategy for Financial and Corporate Leaders

Join this Zoom session to learn how leading professionals are leveraging AI to streamline research, surface critical insights instantly, and move with confidence—no more hours lost to manual work.
WebinarOn-Demand
webinar speakers

Transform intelligence
into advantage

Develop bold strategies, seize opportunities,
and lead with clarity and confidence.