The rise of Artificial Intelligence: The 21st century's investment opportunity and its connection with energies

Artificial Intelligence (AI) is experiencing a turning point, a period reminiscent of other historic moments of great fervor and investment, similar to those that revolutionized sectors like the oil and automotive industries. These sectors, once the focus of investors due to the discovery of new oil deposits and innovations in extraction technologies and mass production, saw an unprecedented influx of investments.

Today, AI seems destined to follow the same trajectory. Funds like Franklin Templeton are betting on artificial intelligence stocks like Nvidia and Microsoft, avoiding traditional tech giants like Apple, Alphabet, Meta, and Netflix. This same strategy generated a return of 15% in 2023, exceeding the 8% of the MSCI All-Country World Index, a global benchmark.

Bank of America predicts extraordinary growth for AI, comparing it to the "iPhone moment". It is expected that AI could revolutionize the world with the democratization of data, unprecedented adoption, "warp speed" technological development, and an abundance of commercial applications. It estimates that AI could grow the world economy by $15.7 trillion by 2030 and that the global AI market could reach $900 billion by 2026.

Investors, therefore, are heavily investing in AI, following in the footsteps of those who in the past invested in revolutionary sectors such as oil, cars, infrastructure, real estate, and biotechnologies. This influx of investment recalls periods of intense past investment, which led to revolutionary developments and significant economic opportunities.

Just as the automotive industry depended on oil in the 20th century, today's AI heavily depends on electrical energy to power its complex calculations and processes. This is where renewable energies come into play. Solar and wind energy are gaining ground as cleaner and more sustainable energy sources.

With the increase in energy demand to power AI, the need for renewable energy sources is growing, creating a new field of opportunity for investors. Despite electrical energy still being producible using oil and gas, the growing problems related to climate change are pushing humanity towards greener and more sustainable energy sources. This shift has become an urgent necessity, not only to protect our planet, but also to support the rapid development and spread of high-energy-intensive technologies like AI.

Just as the automotive and oil industries developed in tandem in the 20th century, a similar model seems to emerge between AI and renewable energies in the 21st century. Growth and innovation in both these sectors could fuel each other, creating a virtuous cycle of progress and development.

Despite the euphoria, it's important to stress that there are risks and uncertainties, as in all boom periods. Investors must do their own research and carefully consider their own objectives and risk tolerance before making any investment. However, it is clear that we are living a historic period of investment in AI, whose opportunities could be comparable to those of other historic turning points.