11.12.2025
Why the AI megatrend is far from peaking
AI remains the decade’s most disruptive technology, with cloud platforms and semiconductor suppliers poised to benefit most.
Dimitri Kallianiotis
Technology Investment Specialist
Geneva, Schweiz
English, French, Greek
Dimitri Kallianiotis stiess Anfang 2021 zum Advisory Services Team der UBP in Genf und verwaltete ein Aktienzertifikat in der Tech-Branche.
Zuvor war er während 14 Jahren Sell Side-Analyst bei Citi und Redburn. Seine Spezialgebiete waren Telekommunikation und in jüngeren Jahren Aktien, besonders aus der amerikanischen Software-Sparte.
Dimitri ist Absolvent der EDHEC Business School in Frankreich und hat ein Postgraduierten-Diplom in Finanzwesen und Rechnungswesen der London School of Economics.
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DeepSeek: Chinese challenger enters the AI race
A new player has shaken the AI industry. DeepSeek, until recently a little-known Chinese start-up has launched DeepSeek-R1, a low-cost AI model challenging OpenAI’s ChatGPT, which is a stark reminder that the US is no longer the only competitor in the global AI race.
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Apple, Amazon, Facebook and Alphabet/Google (‘Big Tech’) make up nearly 20% of the entire US market capitalisation by now. As a result, clouds may gather on the horizon for Big Tech in the shape of anti-trust prosecutions, increased regulation, and the prospect of adverse tax policies.