06/12/2023

ATONRA Partners SA

AI want(s) to break free

Nvidia's latest results are a blatant demonstration that Artificial Intelligence (AI) is not just hype, but can already be a massive business opportunity. Together with the series of positive developments across the industry since the launch of ChatGPT, they validate our longstanding investment case. But more importantly, they justify the essence of our Artificial Intelligence & Robotics strategy, launched in 2015 precisely to leverage this very moment. Some players may be surfing an AI-fueled hype, but our fundamental conviction has not changed: the market potential is huge, and is finally obvious for everyone to see.
 
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