The development of artificial intelligence faces a potential slowdown, according to analysts in the sector. Instead of abandoning the technology, they suggest rebalancing portfolios and diversifying investments.
The artificial intelligence (AI) sector is at a crossroads following calls from major companies in the field to pause its development due to security concerns. This situation has generated turbulence in the markets, where the response should not be to abandon investments in technology, but rather to rebalance portfolios.
According to reports from expansion.com, analysts from Tressis and Banco BiG agree that the slowdown does not imply a complete halt in AI development. Joaquín Robles, an analyst at Banco BiG, highlighted that "we do not consider the possibility of abandoning positions related to AI; rather, we suggest reducing exposure in the part of the portfolio that is in the most speculative phase of the chain."
Experts suggest that, instead of exiting the sector, it is crucial to adjust risk concentration, especially in companies more linked to the investment cycle in AI, such as semiconductors and data centre equipment. They also recommend diversifying within the sector, seeking a broader approach towards companies that can monetise their investments in AI.
Analysts warn that the current overweight in the sector could pose a significant risk if the slowdown materialises. However, they maintain the perspective that AI will continue to transform the economy, although stock market expectations may be ahead of companies' ability to convert that growth into profits.
Finally, selective investment opportunities are proposed in companies like Schneider Electric and Prysmian, which have potential growth avenues beyond AI and can benefit from technological innovation.
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