As a technology developer and owner of a software house, I have an academic background oriented toward Blockchain Engineering. One of the technologies I chose to learn to better master this area was Artificial Intelligence.
As someone trained and active in the field, I believe we are going through a real technological metamorphosis. My outlook for the advancement of Artificial Intelligence in the long term is optimistic, but I believe that some of the biggest opportunities may actually be outside the companies we currently directly call AI companies.
Right now, many people are mainly looking at NVIDIA and big names like OpenAI and Anthropic. However, there are countless other sectors and companies that can grow as Artificial Intelligence evolves.
In Web3, for example, we’re betting big on the union of these two technologies. Our most ambitious product today brings together Blockchain and Artificial Intelligence: a future project called FIN.
Another area that really sparks our interest is biotechnology. Companies like Moderna ($MRNA ) and Colossal Biosciences are interesting examples. Moderna has been developing and testing personalized therapeutic vaccines against certain types of cancer, while Colossal works with genetics and gene editing in projects aimed at recreating traits of extinct species.
Maybe, as these technologies advance, we’ll be able to better understand diseases, genetics, evolution, and even fundamental questions about life itself.
Artificial Intelligence is much more than a chatbot that captions an Instagram post or generates creative images. When applied to certain segments, it can unlock potential that was practically hidden until then.
That’s why, I believe some of the areas that deserve more attention—beyond the AI companies themselves—are Web3 + AI, healthcare, medicine, biotechnology, and all the infrastructure needed to sustain this evolution.
And there’s a layer that often gets less attention: who provides the conditions for AI to exist.
$NVDA.US provides computing power through its chips. $ASML provides fundamental lithography systems to manufacture advanced semiconductors. Besides them, there are companies responsible for memory, energy, data centers, refrigeration, connectivity, and countless other components in this supply chain.
That’s why I believe the AI market should still advance significantly, but part of the biggest impact may be exactly with the infrastructure providers and the companies that can turn Artificial Intelligence into solutions.
Every giant company becomes relevant for a relatively simple reason: its ability to solve problems. The bigger and more important the problem it can solve, the greater its relevance tends to be.
In short, this is my analysis: AI will be one of the big pivots for finding new solutions; infrastructure provides the conditions for this intelligence to exist; and sectors like healthcare and finance deal with some of humanity’s biggest problems.
Maybe the next big opportunities in AI are not only for those who build the models, but also for those who provide the tools and for those who figure out how to use this intelligence to solve problems we still can’t solve.
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