The financial world is undergoing an unprecedented transformation, driven by an invisible yet all-pervasive force: Artificial Intelligence. As Nvidia announces a doubling of its chip sales for next year, a crucial question is roiling the markets: are we witnessing only a fleeting euphoria, or the foundations of a new era?
On the one hand, tech leaders are calling for caution to slow down development. On the other, the political sphere is seizing on it with massive projects such as the creation of an American “AI Force,” estimating that this technology could account for up to 25% of the GDP of superpowers in the future. In light of this unprecedented state support, my view is firmly bullish in the long term for technology infrastructure.
Where to look when AI stocks take off? If chip stock prices already seem dizzying, the real opportunities are shifting to the shadowy sectors.
: Energy and infrastructure: AI data centers are extremely power-hungry. Clean energy and IT cooling companies are the giants of tomorrow.
Cybersecurity: As AI develops further, protecting data becomes an absolute priority for governments and businesses.
History teaches us that in a gold rush, it isn’t always the gold miners who get rich the most, but those who sell shovels and picks. AI doesn’t break this rule.
💬 Which side are you on? Do you think government support will propel these assets to the top, or do you fear a bubble bursting? Share your views in the comments!