Introduction
Artificial Intelligence is no longer a distant concept. It's already transforming industries, powering global innovation, and redefining how businesses operate. From automation and data analysis to personalized services and decision-making, AI is at the heart of a new economic paradigm. But how should investors navigate this rapidly evolving theme?
Why It Matters
AI is more than a buzzword — it’s the foundation of the fourth industrial revolution. As companies integrate AI to drive efficiency and competitive edge, the investment landscape is shifting. Semiconductors, cloud computing, cybersecurity, and data centers form the infrastructure that supports AI development, while sectors like healthcare, finance, and manufacturing are among its biggest beneficiaries.
AI is also reshaping the global workforce, accelerating geopolitical shifts, and raising new ethical and regulatory questions. Understanding this complexity is crucial to capturing the right opportunities.
The global AI market is projected to reach USD 3.68 trillion by 2034, growing at a CAGR of 19.1%.
(Source: Precedence Research)
AI is reshaping job markets and transforming both tech and non-tech industries. It’s not just a trend — it’s a structural shift shaping the future of investing.
- Alexandra Spasov, Funds Solution Analyst & Thematic Research, Quintet
Inside the paper
Learn how AI is driving a structural shift in the global economy, with real-world applications accelerating across sectors from healthcare to mobility.
Get an expert breakdown of the ecosystem powering AI innovation — from semiconductors and data centres to cloud computing and software platforms.
Find out how our investment specialists assess risks and opportunities in this fast-moving space, identifying potential value across the entire AI value chain.
Let’s talk about investing in Artificial Intelligence
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These exclusive insights explore the sectors, technologies, and long-term trends shaping the global AI investment landscape.
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