Robeco: Investing in AI – Everything, everywhere, and all at once

Alongside concerns over job displacement, misuse, and regulation, the market is also closely watching the pace of adoption and investment.

With its seemingly infinite capacity to answer questions, create photorealistic images, and write computer code, generative AI has been heralded as the next era in technology, akin to the personal computer, the internet, and the smartphone. Indeed, AI has suddenly appeared in everything, everywhere, and all at once. Over the last two years, venture investment in generative AI rose 120% to USD 20.3 billion in 2023, the mention of AI during quarterly earnings calls within the S&P 500 nearly doubled and sales of technologies underpinning AI have risen three-fold. With that level of momentum, taking a critical view to separate the signal from the noise would also be prudent.

With AI expected to represent a multi-year opportunity, we have to take a step back to review the current state of the technology, outline our investment approach, and highlight the opportunities within enterprise software, cybersecurity, industry, robotics, and consumer technology.

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