The emergence of generative artificial intelligence has propelled the companies that have invested the most in it, such as Nvidia, Microsoft, Alphabet, Amazon and Meta, which have registered strong increases in their price in the last year. A trend that can also have a positive impact on the sectors and companies that best know how to take advantage of the opportunities provided by this new technology.
Knowing how to identify them and include them in your investment portfolio can make a difference. The first key to getting it right, explains the independent financial advisor and founder of Nextep Finance, Víctor Alvargónzález, is to detect where this impact “is going to be noticed first.” Manufacturers and early developers of AI solutions are currently investor favorites.
This is the case of Nvidia, a manufacturer of AI chips, which has seen the largest increases in the Nasdaq-100. “It is the one that has risen the most so far, but it does not have to be the one that ends up benefiting the most” from what the advisor considers to be one of the greatest digital revolutions in history.