Center For Investment Excellence
Artificial intelligence and the power of disruption
Jul 20, 2023
Experts discuss the evolving landscape of artificial intelligence, the reshaping of the corporate environment, and what investors should know about this revolutionary technology. Topics include large language models, computing infrastructure, competition in the AI space, market disruption, and the types of businesses that can thrive in the AI environment.
16:23
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Quick takeaways
- The lack of sufficient computing power for AI technologies is a significant challenge that requires a trillion-dollar investment within five to ten years.
- The adoption process for AI is still in its early stages, and market leaders are likely to change dramatically, with emerging companies having the potential to become future market leaders.
Deep dives
The Power of AI and its Impact on Economic Growth
Despite expectations of economic challenges, the first half of 2023 showed robust growth due to Europe avoiding recession, China reopening, and better global activity. Enthusiasm around AI has driven a rally in risk assets, particularly US equities and large-cap technology stocks.
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