Physical AI Will Turn Industrials Into Infrastructure | Paul Newfield, CEO of Morrison
For wealth professionals allocating to real assets, it offers a manager's framing of how physical AI and robotics may expand the infrastructure universe and what delivery constraints could mean for digital infrastructure exposure.
Summary
By the real estate & infrastructure deskRecorded at the Infrastructure Investor Americas Forum, Paul Newfield, CEO of Morrison, discusses two themes he says shape his investment decisions: physical AI and robotics bringing new businesses into infrastructure, and constraints facing data center investors. He also covers a robotic pharmacy fulfilment case study with FillX, data center delivery risk, and how Morrison's New Zealand roots inform its approach to geopolitics and global partnerships.
- Newfield describes physical AI and robotics as bringing new businesses into infrastructure.
- He discusses why digital infrastructure is still infrastructure and the delivery risk facing data centers.
- The video includes a case study on robotic pharmacy fulfilment with FillX.
- Morrison's New Zealand roots shape its approach to geopolitics and global partnerships.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Key themes driving investment decisions | 1 min | |
| Physical AI: when industrials become infrastructure | 1 min | |
| Why digital infrastructure is still infrastructure | 1 min | |
| Case study: robotic pharmacy fulfilment with FillX | 1 min | |
| Data centers and delivery risk | 1 min | |
| Morrison’s New Zealand roots and geopolitics | 2 min | |
| Takeaways from the conference | 1 min |
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