1. The growing popularity of generative AI is driving a growing wave of investment that will see big tech players as key winners. 2. Due to the reliance of machine learning models on vast amounts of computing power, the nexus between generative AI companies and hyperscalers will become stronger in the short term. 3. The rapid expansion of generative AI from a consumer perspective will exacerbate regulatory efforts in the areas of security, privacy and sustainability in the coming quarters. In recent quarters, generative artificial intelligence (AI) has boomed in popularity, mostly due to the launch of ChatGPT, which is powered by GPT-3.5 (and soon, GPT-4), a series of autoregressive language models that use machine learning (ML) algorithms trained on internet data to produce text-based answers to input that users provide. From an investor perspective, there has been a wave of AI-themed investments which run counter to a general slowdown in investment in the technology sector as a result of monetary tightening and inflation.
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