Created: January 30, 2025 08:00 AM (Update: January 30, 2025 01:37 PM)
Brian Douley, an investment expert, stated that the adoption and integration of AI will be a powerful theme in the market for a while (file photo).
The development of artificial intelligence is more likely to affect how to invest money than Washington’s new president.
It was a statement on the 2025 financial market, from the local investment company Rom’s James Bulfo and Brian Douley.
“The investment process is generally the same as a change in power,” said Douley, Rom’s highest investment officer.
However, he thought that the adoption and integration of AI would be a very powerful and long -term theme in the market.
“It is spending a lot of money by large AI companies, starting from a large Megacap high -tech company and seems to have collapsed,” said Dooley.
On Monday, NVIDIA, an American multinational microchip producer, dropped 17 % of its concerns about intensifying competition with China’s AI Lab DeepSeek. NVIDIA offers a chip to the AI AI research company Openai, the inventor of the AI model Chatgpt.
“Deepseek is a Chinese hedge fund with pet projects to duplicate large -scale AI language models similar to Chatgpt,” Dooley explained. “On Monday, they argued that they developed it for some of the core costs that Openai did.”
Deepseek has set a development cost of $ 6 million compared to Openai’s $ 1 billion price tag. In some quarters, there is a doubt that DeepSeek is talking about the cost, but Dooley probably has some truth.
Investment experts have stated that if AI can be done in less NVIDIA chips or old versions, many small and medium -sized enterprises could be cheaper.
“It was a warning shot that was clearly crossing the bow,” Douley admitted, but did not think that all kinds of death confession for American companies.
“If you can access AI models with reasonable performance at this level of cost, it only makes AI more common worldwide,” he said. “People will want to use it more. If you can run it instead of the most modern NVIDIA chip, you can reduce the amount of energy you use.”
Douley said that the major AI companies are spending “$ trillions of $ trillions” on AI machines and data centers with the most advanced NVIDIA chips.
However, the uncertainty about the method of deploying AI may provide volatility in the market.
James Balfour, Senior Investment Manager of LOM, is expected to be more diversified in this year (file photo).
Rominia’s investment manager Barfoa said that last year’s market performance was dominated by a large technical name, but there are signs of change now.
“We should start watching other names, not just these big technology names,” he said.
Balfour said that the United States is one of the highest and highest markets in the world.
“It was justified in consideration of the growth of US and US companies,” he said. “The US market is more high -tech.”
As a result, the European market was not much affected by the appearance of DeepSeek.
Douley said that there are several factors in the new administration that could cause tailwinds in financial sectors, such as increased deregulation.
“Changes in regulations will create a better professional business stance,” he said. “In recent years, interest rates have risen overall, which has created a better net profit margin. Another positive tendency is to improve merger and acquisition activities. Currently in the United States. There are more than 10,000 in the 90s in other developed countries.
He stated that the integration between banks was a continuous process that would usually increase profitability.
