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Ardian executive says energy, infrastructure will outpace semiconductors in AI era

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  • Jan Philipp Schmitz urged investors to favor energy and infrastructure over semiconductors in the AI era.
  • Ardian invested $3.2 billion in an Icelandic data center after acquiring Verne in 2023.
  • Ardian manages $200 billion and $10 billion from about 60 Korean institutional investors.
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Ardian executive says energy, infrastructure will outpace semiconductors in AI era - CoinPost Terminal