How to Invest in AI in the UK
We are investing in companies which are developing the hardware and software needed to enable artificial intelligence, from semiconductors that power the algorithms, to the digital assistants and software that drive productivity. We look for mispriced opportunities in these core areas of the market, assessing long-term fundamentals as well as technology cycles to identify companies that could benefit from future advances in AI. How to invest in AI in the UK.
A key to AI progress has been extraordinary and sustained investment in computational power (commonly referred to as “compute”). Compute powers the data centres which host the large and complex computers that run both training and inference for machine learning. A decade from now, the economy will almost certainly be more compute intensive and access to such capability will be a crucial pillar of economic security. The UK has the potential to lead this global race, positioning itself for economic prosperity in the process and ensuring national security.
How to Invest in AI in the UK: Opportunities and Strategies
AI is already changing the way we live. If it does what many think it will, the impact on industry and economies around the world will be profound and potentially transformative.
The UK has some of the world’s best technology companies, such as Sage (LSE:SGE), Nvidia (NVDA) and Microsoft (NASDAQ:MSFT), which are developing the hardware and software that will enable the next generation of intelligent machines to do what they do best. But the sector is not without its challenges, and technology investments can be volatile and speculative, and should be seen as part of a diversified portfolio.