Today at 11 AM ET: The AI Trade Is Hitting A Hardware Wall
Join today’s CE-credit approved Lead-Lag Live webinar with Derek Yan, CFA of KraneShares and Max Chen of Etna Capital Management.
Live Webinar | Today, Wednesday, May 20 | 11:00 AM ET
1 CFP CE Credit | 1 CIMA CE Credit | Approved
Cost: Free
The AI conversation has been dominated by software.
Models. Apps. Productivity tools. Agents.
But the next bottleneck may be much more physical.
Power. Memory. Advanced packaging. Optical communications. Edge compute. Inference capacity.
That is the hardware wall.
Today at 11:00 AM ET, I’ll be hosting a live Lead-Lag webinar with Derek Yan, CFA, Senior Investment Strategist at KraneShares, and Max Chen, Partner at Etna Capital Management, to discuss how the AI opportunity is shifting from pure software enthusiasm to the industrial infrastructure required to make AI scale.
We will also look at how the KraneShares Artificial Intelligence & Technology ETF, AGIX, is positioned across public and private AI opportunities, including exposure to companies such as Anthropic, SpaceX/xAI, and Nuro, alongside hardware and edge-compute names.
Why This Matters Today
Most AI exposure in portfolios still looks very similar.
Nvidia. Microsoft. Alphabet. Meta. The Magnificent Seven.
That may not be enough if the next stage of AI is defined by the companies solving the physical constraints behind the trade.
In today’s webinar, we’ll cover:
The four major hardware constraints shaping AI scale
Why power, packaging, memory, and optical communications matter
How AGIX differs from traditional mega-cap tech exposure
The role of private AI holdings inside the ETF structure
Hardware and edge-compute opportunities beyond the usual AI names
How advisors can think about concentration risk in AI allocations
The ETF liquidity framework around private positions
Who Should Attend
This session is designed for:
Financial advisors and wealth managers looking to earn CE credit.
Allocators evaluating AI exposure beyond the Magnificent Seven.
Investors trying to understand where the next leg of AI infrastructure spending may show up.
Anyone interested in how public and private AI exposure can fit inside an ETF wrapper.
Event Details
Date: Today, Wednesday, May 20, 2026
Time: 11:00 AM ET
Duration: 60 minutes
Format: Live Zoom webinar with Q&A
CE Credit: 1 CFP CE + 1 CIMA CE approved
Cost: Free
The AI story is no longer just about software.
It is about the physical infrastructure required to support the next wave of compute.
See you at 11.
Michael A. Gayed, CFA
Publisher, The Lead-Lag Report
This webinar is sponsored content paid for by KraneShares. CE credit is offered through approved providers. Past performance does not guarantee future results. Please review the AGIX prospectus before investing.