Artificial intelligence
Gain insights about artificial intelligence from the Chief Investment Office
1. AI will be the most profound innovation and one of the largest investment opportunities in human history
2. AI will kick off a data center capex cycle that will dwarf general purpose data center capex in the next three years
3. The ratio of monetization potential of the AI application layer to the costs of the enabling and intelligence layers will become a key metric for investment returns
4. The AI market will be dominated by an oligopoly of vertically integrated “AI foundries”
5. The AI silicon moment: AI chips will capture a large part of the value creation
6. Monolithic players emerge along the AI value chain
7. The race to AGI could trigger a capex cycle that inflates an investment bubble where the capex of the enabling layer is dissociated from near-term monetization potential
8. The application layer and intelligence layers will merge with AGI
9. Software will become ubiquitous
10. Data assets will emerge as the competitive differentiators for AI adopters
Artificial Intelligence (AI):
Sizing and seizing the investment opportunity
Videos related to artificial intelligence
Summer of AI video series
Do you have follow-up questions on these topics, or are you looking for deeper insights about our views? Contact your advisor directly to continue the conversation.