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

      Overview on the Generative AI series

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

        ESG considerations for Generative AI

        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 Internet sector

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

                Impacts on the Media sector

                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 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
                              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).