6. The Core Investment Thesis: Betting on Absorption, Not Just Supply

AMI advances a “middle-out” investment thesis:

> The primary bottleneck to AI value creation is not model intelligence or GPU availability, but the enterprise’s ability to absorb AI into governed, repeatable, revenue-generating workflows.

The Winners

The most attractive long-term opportunities lie with companies that:

• Enable AI governance, security, sovereignty, and compliance at scale.

• Automate data unification and real-time data readiness.

• Provide agentic orchestration layers that re-map legacy workflows into AI-native architectures.

• Deliver vertically integrated AI clouds that reduce friction between infrastructure and application layers.

Key Leading Indicators

• Time-to-production inference after contract signature.

• Depth of data integration achieved per deployment.

• Ratio of AI-executed tasks to human escalation.