Accessing the breadth of AI-related investments

Why investing in both public and private artificial intelligence companies may offer advantages

Key takeaways

Artificial intelligence (AI) has become a component of equity market returns and a potential source of economic productivity gains that could benefit several industries other than technology.
That said, the speed of adoption remains an unknown partly due to regulatory concerns, which means any broad contributions to overall economic productivity could be years away.
The large, publicly traded companies that are developing AI technologies represent just a portion of the total number of investment opportunities related to AI.
Investors in AI can benefit from private equity, which typically involves acquiring a stake in companies with high growth potential that are not traded on public exchanges.
Fund managers with access to both public and private AI companies can evaluate the full competitive landscape, including infrastructure, foundation model, and application companies.