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Artificial intelligence

Gain insights about artificial intelligence from the Chief Investment Office

Feature reports

Ten predictions about AI

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1. AI will be the most profound innovation and one of the largest investment opportunities in human history

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2. 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

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3. AI will kick off a data center capex cycle that will dwarf general purpose data center capex in the next years

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4. The AI silicon moment: AI chips will capture a large part of the AI value creation

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5. The AI enablers will be the first adopters of AI, driving both revenue and margin upside

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6. Monolithic players will emerge along the AI value chain and over time, the AI market will be dominated by an oligopoly of vertically integrated “AI foundries”

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7. Software will become ubiquitous

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8. Data assets will emerge as the competitive differentiators for AI adopters

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9. Despite the increasing number of new open-source models, proprietary models will remain the top performers

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10. The application and intelligence layers will merge with artificial general intelligence (AGI)

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Artificial Intelligence (AI):
Sizing and seizing the investment opportunity

Video series

UBS Trending Special Report: The era of AI

Episode 5: Jobs

Jobs

This is the 5th episode of the series, “The era of AI.” We have a conversation with Poorya Ferdowsi at Bristol Gate Capital Partners about how AI is impacting jobs. Could AI's productivity boost be exactly what we need?

27 Nov 2024 – 12 min watch

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

Episode 4: The power of energy

The power of energy

This is the 4th episode of the series, “The era of AI.” We have a conversation with Joe Wilson, Lead Portfolio Manager US Technology at JP Morgan about how AI is impacting everything energy touches. So, where are we going?

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

8 Nov 2024 – 16 min watch

Episode 3: Equities

Equities

This is the 3rd episode of the series, “The era of AI.” We have a conversation with Kevin Dennean, Equity Strategist, US Technology & Telecom at UBS about how AI is impacting equities. In the evolution of AI, where in the line graph are we?

Episode 2: The infrastructure

The infrastructure

This is the 2nd episode of the series – “The era of AI.” We have a conversation with Dan Flax, Global Research for Neuberger Berman detailing transformations about the utilization of AI in the health and education sectors.

8 Oct 2024 – 14 min watch

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

Episode 1: The power sector

The power sector

This is the 1st episode of a new series – “The era of AI.” We have a conversation with Brian Blongastainer from BNY about transformations in the power sector utilizing AI.

6 Sep 2024 – 10 min watch

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

Other AI videos

Highlights from our conversation with Jensen Huang

Highlights from our conversation with Nvidia CEO on seizing the AI opportunity

NVIDIA founder and CEO Jensen Huang shares with UBS his vision for the future of AI and the transformative impact it will have on the way we live and work.

8 Oct 2024 – 4 min watch

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

AI: Sizing and seizing the investment opportunity

AI: Sizing and seizing the investment opportunity 

AI looks set to become one of the most profound innovations and largest investment opportunities in human history. In this video, CIO’s Kevin Dennean discusses how investors can quantify and capture AI’s growth potential.

10 Jun 2024 – 4 min watch

UBS Trending: Powering AI

UBS Trending: Powering AI

The recent boom in artificial intelligence capital spending is leading to a rush to build lots of new data centers. However, is the key hurdle for the AI revolution getting enough electricity to meet this growing demand?

31 May 2024 – 10 min watch

UBS Trending: AI through an industrial lens

UBS Trending: AI through an industrial lens

Artificial Intelligence has been a hot topic for investors over the last year. The focus has been primarily on technology companies—with many tech-related AI stocks appreciating significantly. But is AI more than just a tech story?

29 Apr 2024 – 10 min watch

Related podcasts

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

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