UBS On-Air: Market Moves Across the Pond: America is not the only AI game in town
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Jul 6, 2025 The discussion highlights America's leading role in AI, focusing on semiconductor chips and language models. Global investment opportunities in AI are explored, revealing potential in Asia, Europe, and the Middle East. A deep dive into AI's three layers explains infrastructure, data intelligence, and software applications. The Middle East stands out with its youthful population and robust government support, enabling rapid advancements. The conversation also emphasizes the importance of diversifying investments in emerging markets to capitalize on global AI growth.
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US Leads AI Triple Layers
- The US leads AI in three critical components: chips (compute), large language models (LLMs), and adoption.
- US companies hold a significant first-mover advantage across these layers with faster AI adoption than Europe and Asia.
Three AI Layers Defined
- AI consists of three layers: enabling (infrastructure), intelligence (models and data), and application (monetization).
- Each layer involves distinct companies from data centers and semiconductors to software and industry-specific applications.
Asia and Europe AI Adoption
- Asia and Europe lag behind the US in AI adoption but show early progress.
- Asia's AI adoption is mid-single digits, while Europe is at low to mid-single digits, indicating growth potential.