AI: What reassures and worries investors

Driven by the results of tech giants, investments in artificial intelligence continue to accelerate at an unprecedented pace. Infrastructure, cloud, semiconductors, or “agentic” AI: the technological revolution seems to be intensifying, even if some questions still remain about the profitability of these colossal expenditures and the risk of market overheating. Analysis by Guillaume Uettwiller, portfolio manager at CPRAM.