Real estate & infrastructure · Podcast

AI Leaves the Data Center: Edge Intelligence, Robotics, and Where the Next Small Cap Winners Are

For wealth professionals, the episode offers a manager view on where the AI buildout may move next and how small-cap companies in that theme are evaluated. It also touches on operational constraints such as latency, network outages and patient data privacy.

Streams from the publisher’s own feed. Nothing loads until you press play.22 min

On the publisher’s site

Summary

By the real estate & infrastructure desk

The episode discusses edge AI, the shift from centralized data-center intelligence to intelligence embedded in robots, vehicles and medical devices. Silvercrest portfolio managers Brian Bies and Steve Lilly cover what edge AI means, whether it reduces data-center demand, and applications including autonomous driving, military uses and healthcare. They also discuss how they look for small-cap winners through patents, design wins and proof points.

The discussion frames edge AI as the next phase after building centralized AI capacity.
The managers discuss whether edge AI reduces the need for data centers.
Applications covered include robots, autonomous driving, military uses, wearables, the artificial pancreas and robotic surgery.
The episode describes finding small-cap winners through patents, design wins and proof points, plus what may come next for the portfolio.

Chapters

From the publisher’s description

Time	Chapter	Length
	Why Edge AI Is the Next Phase of the AI Buildout	2 min
	Seeing a Next Generation Data Center in Person	1 min
	Living Next Door: Dust, Noise, and Political Pushback	2 min
	What Edge AI Actually Means	2 min
	Does Edge AI Reduce the Need for Data Centers	1 min
	Robots That Pursue Goals Instead of Repeating Tasks	2 min
	Autonomous Driving and Military Applications	2 min
	Healthcare: Wearables, the Artificial Pancreas, and Robotic Surgery	1 min
	Latency, Network Outages, and Patient Data Privacy	1 min
	What Has to Change Inside the Devices	3 min
	Finding the Winners: Patents, Design Wins, and Proof Points	3 min
	What's Next for the Portfolio	1 min

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