Artificial Intelligence & Investments: listed, unlisted, infrastructure and applications

Since ChatGPT's public launch in November 2022, artificial intelligence has become a key driver of stock market performance. Furthermore, the release of quarterly results by Nvidia, the world's largest company by market capitalization and a major AI provider, has become almost as important as the Fed meetings.

Given the remarkable resurgence of the Magnificent 7, some are questioning whether this trend will continue in the sector. Is this a moment comparable to the re-engineering of the mid-1990s (productivity gains through computerization and the implementation of professional information systems, such as ERPs)? Or is it rather a bubble of overinvestment and the illusion of rapid monetization for dot-coms? Is there a potential driver of accelerated growth in other segments of the AI value chain (services, applications, robotics, healthcare, etc.)?

In this context of opportunities and risks, a panel of experts in venture capital, digital infrastructure and listed equity investment (TMT sector)…