We recently compiled a list of 10 AI news that investors probably missed. In this article, we’ll take a look at how Taiwan Semiconductor Manufacturing Co., Ltd. (NYSE:TSM) stands compared to other AI stocks.
As artificial intelligence continues to reshape industries, experts are increasingly focused on how its integration will impact investment strategies. The growth of AI presents a unique opportunity for investors to diversify their portfolios by not only targeting major technology companies but also considering the broader ecosystem, including infrastructure and cybersecurity.
In an interview with CNBC, BlackRock’s Jay Jacobs and ETF expert Dave Nadig talked about the future of ETFs in 2025, with a particular focus on the acceleration phase of AI infrastructure. Jacobs emphasized that AI adoption is still in its early stages, with mega-cap technology companies investing heavily in data centres, chips and model training. He emphasized the importance of looking beyond just the tech giants, as other sectors such as semiconductors, data centers and software companies are poised to benefit from AI. Jacobs also pointed out that as data becomes more valuable, investing in cybersecurity becomes more important.
Nadig added that the impact of AI will also extend to the infrastructure sector, particularly power, and emphasized the importance of retailers integrating AI into consumer devices. Finally, both experts acknowledged the growing importance of physical infrastructure, such as power, data centers, and materials such as copper, in supporting the rapid expansion of AI technologies.
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On December 10, Bloomberg reported that OpenAI Chief Financial Officer Sarah Friar discussed the possibility of charging business users thousands of dollars per month to better reflect the value of her AI software. It was reported. She explained that for users such as lawyers and academics, AI tools act like highly skilled assistants, which makes higher subscription prices justifiable. Currently, OpenAI offers consumers a $20 per month plan and a $200 option to access more powerful models.
The company also charges businesses a fee per user. In the future, Frier suggested the possibility of a value-based pricing model for AI products based on the benefits companies receive, such as automating tasks or reducing the need for additional employees. This approach could help offset the high costs of developing AI systems.
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