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Artificial intelligence: are short-term valuation fears missing the big picture?

Artificial Intelligence (AI) has recently become the defining theme of global markets. From powering breakthroughs in natural language processing to enabling autonomous systems, AI is reshaping industries at an unprecedented pace. However, as valuations soar and capex surges, concerns about an “AI bubble” dominate many investor conversations. So are we witnessing another dot-com moment?

Our view is that short-term volatility is inevitable, but the long-term potential of AI remains vastly underappreciated. Indeed, the current market cycle is by no means the endgame, but rather a potential foundation for many years of transformative growth.

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