emerging
Innovation Super Cycle
The pace of technological innovation is accelerating, driven by converging technologies like AI, Big Data, and decreasing computing costs.
Timeframe
long-term
Detailed Analysis
This convergence is creating disruptive forces across multiple industries. Generative AI, in particular, is being adopted rapidly, with vast potential applications. While the long-term impact of AI is uncertain, it is driving significant investment in computing capacity. The energy transition, driven by falling renewable energy costs, is another key component of this super cycle.
Context Signals
Rapid adoption of ChatGPT
Falling costs of solar and wind energy
Increased investment in AI computing solutions
Edge
AI could lead to significant productivity gains and reshape various industries.
The energy transition may provide disinflationary impulses sooner than expected.
Investing in the innovation super cycle requires careful selection and diversification, as not all companies will succeed.
