{"id":200321,"date":"2023-12-19T09:45:00","date_gmt":"2023-12-19T14:45:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/?p=200321"},"modified":"2023-12-19T16:18:11","modified_gmt":"2023-12-19T21:18:11","slug":"emerging-ai-trends-in-2024-blackrock-sees-shift-beyond-semiconductors-cloud-to-model-infrastructure","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.com\/campus\/traders-insight\/securities\/stocks\/emerging-ai-trends-in-2024-blackrock-sees-shift-beyond-semiconductors-cloud-to-model-infrastructure\/","title":{"rendered":"Emerging AI Trends In 2024: BlackRock Sees Shift Beyond Semiconductors, Cloud To Model Infrastructure"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"h-zinger-key-points\">ZINGER KEY POINTS<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>BlackRock believes opportunities in AI space in 2024 lie beyond the 2023 high tiders &#8211; semiconductor and cloud.<\/li>\n\n\n\n<li>In 2024, investors may want to focus on stocks of AI data infrastructure and application providers.<\/li>\n<\/ul>\n\n\n\n<p><strong>BlackRock<\/strong>\u2018s Investment Institute\u2019s 2024 Global Outlook highlights that AI opportunities in 2024 are expected to expand beyond 2023\u2019s leading sectors, namely semiconductors&nbsp;<a href=\"https:\/\/benzinga.com\/topic\/artificial-intelligence\" target=\"_blank\" rel=\"noreferrer noopener\">and cloud computing.<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">The AI Technology Stack<\/h2>\n\n\n\n<p>2023 has emerged as a pivotal year for AI, particularly within the semiconductor and cloud segments of the technology sector. This technological advancement has propelled stocks like&nbsp;<strong>NVIDIA Corp<\/strong>,&nbsp;<strong>Advanced Micro Devices Inc<\/strong>.,&nbsp;<strong>Alphabet Inc<\/strong>,&nbsp;<strong>Microsoft Corp<\/strong> and&nbsp;<strong>Broadcom Inc<\/strong><\/p>\n\n\n\n<p>While BlackRock&nbsp;<a href=\"https:\/\/www.blackrock.com\/corporate\/literature\/whitepaper\/bii-global-outlook-2024.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">believes<\/a>&nbsp;the advances in AI from here are likely to be \u201cexponential,\u201d the technology stack may offer a roadmap to assess investment opportunities.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"933\" height=\"628\" data-src=\"\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/BlackRocks-AI-Technology-stack-December-2023.png\" alt=\"The AI technology stack \" class=\"wp-image-200322 lazyload\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/BlackRocks-AI-Technology-stack-December-2023.png 933w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/BlackRocks-AI-Technology-stack-December-2023-700x471.png 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/BlackRocks-AI-Technology-stack-December-2023-300x202.png 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2023\/12\/BlackRocks-AI-Technology-stack-December-2023-768x517.png 768w\" data-sizes=\"(max-width: 933px) 100vw, 933px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 933px; aspect-ratio: 933\/628;\" \/><\/figure>\n\n\n\n<p><em>Source: BlackRock Investment Institute 2024 Global Outlook<\/em><\/p>\n\n\n\n<p>According to BlackRock, there\u2019s a shift occurring up the technology stack. While AI Compute infrastructure stocks have shown significant outperformance in 2023, the focus is now shifting to AI Model infrastructure. Following this trend, AI Application software stocks are poised to be the next growth drivers in the sector.<\/p>\n\n\n\n<p>\u201cWe are somewhere between the first and second layers, with the last one likely coming next,\u201d said the report.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>AI Stocks Beyond Semiconductor &amp; Cloud<\/strong><\/h2>\n\n\n\n<p>Let\u2019s explore some second-layer stocks, specifically those involved in offering data infrastructure and models [Based on Author\u2019s research]:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>International Business Machines Corp<\/strong>: IBM&nbsp;Watson Orchestrate specializes in automating tasks and workflows,&nbsp;<a href=\"https:\/\/builtin.com\/artificial-intelligence\/ai-companies-roundup\" target=\"_blank\" rel=\"noreferrer noopener\">so<\/a>&nbsp;teams can redirect resources toward more pressing matters and boost their production.&nbsp;<a href=\"https:\/\/www.benzinga.com\/markets\/equities\/23\/12\/36277125\/ibm-boosts-ai-and-cloud-portfolio-with-2-13b-buyout-heres-details\" target=\"_blank\" rel=\"noreferrer noopener\">IBM recently acquired<\/a>&nbsp;StreamSets and webMethods for $2.3 billion, boosting AI and hybrid cloud capabilities. The buyout is projected to add data ingestion capabilities to watsonx (IBM\u2019s AI and data platform).<\/li>\n\n\n\n<li><strong>Salesforce Inc<\/strong>: Salesforce&nbsp;is one of the most well-known CRMs. The powerful tool lets companies log, manage and analyze customer data, information and activity. According&nbsp;<a href=\"https:\/\/www.datanami.com\/2023\/11\/03\/salesforce-report-highlights-importance-of-data-in-the-ai-revolution\/\" target=\"_blank\" rel=\"noreferrer noopener\">to<\/a>&nbsp;Salesforce Chief Data Officer&nbsp;<strong>Wendy Batchelder<\/strong>, &#8220;The&nbsp;<a href=\"https:\/\/www.benzinga.com\/news\/23\/12\/36046414\/salesforce-delivered-stellar-results-and-unveiled-transforming-ai-partnership-with-amazon\" target=\"_blank\" rel=\"noreferrer noopener\">AI revolution<\/a>&nbsp;is actually a data revolution, and a company&#8217;s AI strategy is only as strong as its data strategy, with trust at its core.&#8221;&nbsp;<\/li>\n\n\n\n<li><strong>Accenture PLC<\/strong>: Accenture recently&nbsp;<a href=\"https:\/\/www.benzinga.com\/markets\/equities\/23\/11\/35974920\/accenture-invests-in-ai-talent-adds-ammagamma-to-strengthen-european-ai-capabilities\" target=\"_blank\" rel=\"noreferrer noopener\">agreed to acquire<\/a>&nbsp;Ammagamma, an Italy-based firm that helps companies enhance their uses of AI and generative AI technologies. The transaction is part of Accenture\u2019s investment of $3 billion to accelerate clients\u2019 transformation through large-scale application of AI.<\/li>\n\n\n\n<li><strong>Kyndryl Holdings, Inc.<\/strong>: An IBM spin-off, Kyndryl is a provider of IT infrastructure services. Kyndryl has over three decades of experience in delivering secure data services and enterprise-grade AI. The company has forged strategic alliances with some of the biggest technology companies, including Microsoft and&nbsp;Amazon\u2019s AWS for AI solutions. Kyndryl stock is garnering &#8220;increased&#8221;&nbsp;<a href=\"https:\/\/www.benzinga.com\/top-stories\/23\/11\/35852869\/top-5-tech-stocks-see-increased-interest-from-institutional-investors\" target=\"_blank\" rel=\"noreferrer noopener\">interest from 13F filers<\/a>&nbsp;this year.<\/li>\n\n\n\n<li>From the&nbsp;<strong>AI App software<\/strong>&nbsp;realm, some key names that come to light include&nbsp;<strong>C3.ai Inc<\/strong>,&nbsp;<strong>Databricks<\/strong>,&nbsp;<strong>Alteryx<\/strong>,&nbsp;<strong>Dataminr<\/strong>,&nbsp;<strong>Scale AI<\/strong>, SparkCognition, LeewayHertz, DataRobot, Urbint and ThirdEye Data.<\/li>\n<\/ul>\n\n\n\n<p>Overall, BlackRock is overweight the AI theme in developed market stocks on a six-to-12-month horizon. The institute identifies the tech sector&#8217;s earnings resilience to be a major driver of overall U.S. corporate profit growth in 2024.<\/p>\n\n\n\n<p>&#8212;<\/p>\n\n\n\n<p>Originally Posted December 19, 2023 &#8211; <a href=\"https:\/\/www.benzinga.com\/analyst-ratings\/analyst-color\/23\/12\/36301925\/emerging-ai-trends-in-2024-blackrock-sees-shift-beyond-semiconductors-cloud-to-mode\">Emerging AI Trends In 2024: BlackRock Sees Shift Beyond Semiconductors, Cloud To Model Infrastructure<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>BlackRock believes opportunities in AI space in 2024 lie beyond the 2023 high tiders &#8211; semiconductor and cloud.<\/p>\n","protected":false},"author":1287,"featured_media":200322,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[6,8,9,22,26,3],"tags":[632,912,11853],"contributors-categories":[13584],"class_list":{"0":"post-200321","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-north-america","8":"category-region","9":"category-securities","10":"category-stocks","11":"category-text-articles","12":"category-traders-insight","13":"tag-ai","14":"tag-artificial-intelligence","15":"tag-future-trends","16":"contributors-categories-benzinga"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Emerging AI 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