Portfolio Manager and Technology Analyst
AI goes mainstream. Now what?
From software to robotics, infrastructure to healthcare, AI is delivering real results. See where the investment opportunities are and separate hype from impact.
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AI course – AI everything
AI is no longer confined to research labs and tech demos. It’s delivering measurable productivity and revenue gains across industries. In our AI course, we explore how AI is scaling from software into infrastructure, healthcare, manufacturing, and beyond. The race continues, but the question now is: who’s really pulling ahead?
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Foundational technologies are leading the way. OpenAI reached USD 10 billion in annualized recurring revenue just two and a half years after launching ChatGPT, placing it among the world’s top ten software providers. Meanwhile, Nvidia’s GPUs now process exponentially more data at ever-lower costs, driving a surge in cloud infrastructure investment.
Importantly, adoption is no longer confined to Big Tech. More and more companies are embedding Microsoft’s Copilot in workflows, while GitHub users report productivity gains of over 50%. From robotic assembly lines to AI-enhanced medical devices, use cases are expanding rapidly. Indeed, this is no longer about pilot projects. AI is now a business driver.
But as adoption accelerates, discernment matters. In this long read we examine how to distinguish enduring AI leaders – those building foundational platforms or delivering differentiated applications – from transient players. This part of the course helps investors cut through the hype, identify structural winners, and stay focused on where long-term value will be created.
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