Amati insights
13 October 2026 – Machines with Eyes: latest thoughts from…
Machine sensing is becoming an increasingly important enabler of physical AI, robotics and industrial automation. As machines become more intelligent, they require advanced sensing capabilities to understand and interact with the world around them. While machine vision remains a core…
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29 September 2026 – Has AI killed the IT services…
The rise of generative AI has led many investors to question whether the IT services industry faces long-term disruption. As AI-powered coding tools and automation become more capable, concerns have grown that traditional IT consultancies and digital transformation providers could…
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15 September 2026 – Industrial connectivity – the foundational fabric…
Physical AI is moving artificial intelligence beyond software and into the real world. From robotics and autonomous systems to smart factories and industrial automation, AI increasingly relies on physical infrastructure that can sense, communicate and act in real time. In…
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30 June 2026 – Thoughts for the summer – where…
As Amati Insights takes a break for summer, fund managers Paul Jourdan, Georges Lequime and Mikhail Zverev share their thoughts on the key trends in their markets over the past year, and where they are focusing on going forward. In…
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16 June 2026 – Notes from Imec ITF World, “semiconductor…
IMEC ITF is one of the semiconductor industry's most influential technology conferences, bringing together researchers, engineers and senior executives from companies including NVIDIA, TSMC, ASML, AMD, Samsung and Microsoft. In this edition of Amati Insights, Amati fund managers Mikhail Zverev…
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2 June 2026 – “Building the future”
The construction industry is under increasing pressure to deliver more housing, infrastructure and industrial capacity while facing labour shortages, rising costs and growing regulatory demands. In this edition of Amati Insights, Amati fund managers Graeme Bencke and Mikhail Zverev discuss…
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19 May 2026 – “Auto semiconductors 2.0 – the new…
Automotive semiconductors are entering a new phase of growth as electrification, autonomous driving, industrial automation and AI infrastructure drive increasing demand for specialised chips. In this edition of Amati Insights, Amati fund managers Mikhail Zverev and Graeme Bencke discuss the…
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5 May 2026 – Notes from Hannover Messe
Hannover Messe is one of the world's largest industrial technology exhibitions, bringing together leading companies working in automation, robotics, software, manufacturing and industrial innovation. In this edition of Amati Insights, Amati fund managers Graeme Bencke and Mikhail Zverev share key…
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21 April 2026 – Defence technology update
Defence technology is evolving rapidly as governments respond to changing geopolitical risks and new forms of warfare. In this Amati Insights discussion, Amati fund managers Mikhail Zverev and Graeme Bencke examine key themes including space infrastructure, drone warfare, electronic warfare…
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7 April 2026 – “Genomics: the next chapter”
Advances in genomic sequencing are transforming healthcare, making it possible to identify diseases earlier, improve diagnostics and support more personalised treatments. In this edition of Amati Insights, Amati fund managers Mikhail Zverev and Graeme Bencke discuss how falling sequencing costs,…
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24 March 2026 – “Robots don’t call in sick: automation…
Labour shortages, rising costs and growing customer expectations are driving increased investment in logistics automation. In this edition of Amati Insights, Amati fund managers Mikhail Zverev and Graeme Bencke discuss the latest developments in warehouse automation following a visit to…
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10 March 2026 – “Lab in the loop” and the…
AI is becoming an increasingly important accelerant for life sciences innovation, helping researchers develop new therapies, improve diagnostics and better understand human biology. In this Amati Insights discussion, Amati fund managers Mikhail Zverev and Graeme Bencke explain why the next…
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