Will Generative AI deliver a generational transformation?

Fast-paced developments in Generative AI have created a global discussion about the potential for a generational transformation of business. We explore the opportunities and threats presented across 30-plus sectors in our flagship Q-Series analysis. 

Key data

UBS Evidence Lab findings reveal the top three sectors seeing the most frequent references to Generative AI on earnings calls:

  • 0
    Software & Services
  • 0
    Media & Internet
  • 0
    Support Services

Source: UBS Evidence Lab: as at 1.01.2022 to 30.06.2023

Take a glimpse into the world of Generative AI

UBS Global Research and Evidence Lab is at the forefront of Generative AI revolution debates. Watch our latest videos for question-driven, forward looking research within the space.

Current Time 0:00
Duration 0:56
Loaded: 0%
Stream Type LIVE
Remaining Time 0:56
 
1x
  • Chapters
  • descriptions off, selected
  • en (Main), selected

    Overview on the Generative AI series

    Current Time 0:00
    Duration 0:00
    Loaded: 0%
    Stream Type LIVE
    Remaining Time 0:00
     
    1x
    • Chapters
    • descriptions off, selected
    • captions off, selected

        ESG considerations for Generative AI

        Current Time 0:00
        Duration 1:16
        Loaded: 0%
        Stream Type LIVE
        Remaining Time 1:16
         
        1x
        • Chapters
        • descriptions off, selected
        • en (Main), selected

          Impacts on the Internet sector

          Current Time 0:00
          Duration 0:00
          Loaded: 0%
          Stream Type LIVE
          Remaining Time 0:00
           
          1x
          • Chapters
          • descriptions off, selected
          • captions off, selected

              Impacts on the Support Services sector

              Current Time 0:00
              Duration 0:00
              Loaded: 0%
              Stream Type LIVE
              Remaining Time 0:00
               
              1x
              • Chapters
              • descriptions off, selected
              • captions off, selected

                  Impacts on the Media sector

                  Current Time 0:00
                  Duration 0:00
                  Loaded: 0%
                  Stream Type LIVE
                  Remaining Time 0:00
                   
                  1x
                  • Chapters
                  • descriptions off, selected
                  • captions off, selected

                      Impacts on the Hardware sector

                      Current Time 0:00
                      Duration 0:00
                      Loaded: 0%
                      Stream Type LIVE
                      Remaining Time 0:00
                       
                      1x
                      • Chapters
                      • descriptions off, selected
                      • captions off, selected

                          Impacts on the Insurance sector

                          Current Time 0:00
                          Duration 0:00
                          Loaded: 0%
                          Stream Type LIVE
                          Remaining Time 0:00
                           
                          1x
                          • Chapters
                          • descriptions off, selected
                          • captions off, selected

                              Impacts on the Retail sector

                              Recommended reads

                              Current Time 0:00
                              Duration 0:00
                              Loaded: 0%
                              Stream Type LIVE
                              Remaining Time 0:00
                               
                              1x
                              • Chapters
                              • descriptions off, selected
                              • captions off, selected

                                  Lewis Hamilton on Tech and Innovation

                                  We caught up with Mercedes-AMG PETRONAS F1 Team Driver Lewis Hamilton on how technology has supercharged the world of F1 racing and how he and his team are using new tools to improve performance. 

                                  human and robot working together

                                  APAC Focus: How will generative AI reshape the China non-bank financial sector? (Part I)

                                  We are optimistic about the application prospect of generative AI in the financial industry

                                  China non-bank financial sector
                                  ESG

                                  ESG considerations for Generative AI

                                  How does uncertainty, explainability, bias and environmental impact play a role in its adoption?

                                  ESG
                                  Generative AI V2

                                  Will Generative AI deliver a generational transformation?

                                  How can it impact industries and businesses? Our latest Q-Series article provides a framework for evaluating sector opportunities and risks across 30+ sectors.

                                  Tech Software
                                  Generative AI V2

                                  AI: No longer a question of ‘when’, but ‘how’

                                  How AI is innovating almost every sector of the global economy

                                  Technology & Private Markets
                                  conference

                                  How AI is accelerating the C-Suite

                                  AI is impacting every enterprise function, from sales teams and product design through to executive-level decision-making.

                                  Technology & Private Markets
                                  ev buses

                                  How smart technologies are driving industry 6.0 and beyond

                                  Touted as the next phase of industrialization, Industry 6.0 will be enabled by the creation of fully integrated, intelligent systems that can operate autonomously.

                                  Technology & Private Markets
                                  greentech

                                  Greentech: What’s next?

                                  Generative artificial intelligence (AI) promises a true step-change in how products are built and customers serviced. We discussed this transformative potential at the UBS Future-Now APAC Conference in Hong Kong in mid-June.

                                  Greentech
                                  generative ai reality

                                  Readying for a new generative AI reality

                                  Generative artificial intelligence (AI) promises a true step-change in how products are built and customers serviced. We discussed this transformative potential at the UBS Future-Now APAC Conference in Hong Kong in mid-June.

                                  New Generative AI Reality
                                  diversity of thoughts

                                  Diversity of thought drives innovation in tech

                                  Read insights from the inaugural UBS Women in Tech Summit in June, including advances in AI and investing for a positive impact.

                                  UBS Women in Tech
                                  expert call

                                  Highlights from an expert call

                                  AI has the potential to transform the industry, which companies will benefit the most and what challenges will they face in implementation?

                                  Retail
                                  technology

                                  AI technology across China and India

                                  Could China and India traverse different paths to AI dominance? Look back at our 2020 views on the space

                                  spotify icon

                                  UBS Global Research Pod Hub

                                  Subscribe to UBS Global Research Pod Hub, to hear from our global economics, strategy and industry thought leaders on the topics that matter.

                                  UBS Global Research

                                  Research podcasts

                                  1418475387
                                  08:12

                                  How Does Generative AI Impact Insurance Companies?

                                  Are insurance companies more positively or negatively impacted by the democratization of generative AI? UBS Head of EMEA insurance explores how insurance companies are leveraging this rapid advancement of technology to reduce costs. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

                                  12:09

                                  Introduction to ChatGPT: Generative AI

                                  Are we entering a golden age of AI progress? UBS Internet analyst, Lloyd Walmsley, and UBS TMT Sector Specialist, Global Markets, Kelsey Perselay, outline key developments, potential disruptions and the wider implications amid the AI inflection point. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

                                  1435014643
                                  06:22

                                  How Does Generative AI Impact Media Companies?

                                  What are the key opportunities and threats media companies are facing with generative AI? Our latest podcast explores the impact on entertainment, music, gaming, publishing, and advertising. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

                                  1339222268
                                  11:06

                                  How Does Generative AI Impact ESG Considerations?

                                  How does uncertainty, explainability, bias, and environmental impact link to the use of generative AI? Our latest podcast explores the potential impacts of generative AI from an ESG perspective. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).