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. 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
3. AI will kick off a data center capex cycle that will dwarf general purpose data center capex in the next years
4. The AI silicon moment: AI chips will capture a large part of the AI value creation
5. The AI enablers will be the first adopters of AI, driving both revenue and margin upside
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”
7. Software will become ubiquitous
8. Data assets will emerge as the competitive differentiators for AI adopters
9. Despite the increasing number of new open-source models, proprietary models will remain the top performers
10. The application and intelligence layers will merge with artificial general intelligence (AGI)
Artificial Intelligence (AI):
Sizing and seizing the investment opportunity
UBS Trending Special Report: The era of AI
UBS Trending Special Report: The era of AI
Other AI videos
Other AI videos
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.