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The AI ​​investment boom: Between pressure for returns and an arms race in the capital market

May is here, and with it, the impressive developments in the international financial markets continue. The technology and semiconductor sectors, in particular, showed a strength in April not seen for a long time. This dynamic, driven largely by the hype surrounding artificial intelligence (AI), is currently shaping the investment landscape and raising important questions regarding return, risk, and sustainability.

Parabolic price increases and the art of taking profits

The recent price developments, which in some areas within just a few weeks 40 to 70 percent The recorded increases have thrilled many investors – and simultaneously raised the question: What should one do in such "flagpole" increases? The answer from a financial expert. Zsolt Janos is clear: Taking profits is advisable here. "I know very few people who have become poor because of this," says Janos. However, the crucial factor is how these profits are subsequently reinvested to ensure long-term success.

The foundation of the boom: Gigantic investments in AI infrastructure

A key driver of the current boom is the massive investment by large "hyperscalers" in expanding their AI infrastructure. Companies such as Microsoft, Google and Amazon They are sitting on a gigantic "backlog list"—orders that have not yet been completed but are firmly scheduled. These so-called Remaining Purchasing Obligations (RPO) for these three companies alone, the total amount is incredible. $1,5 trillionThis figure not only illustrates the enormous demand, but also the need for further massive investments and capacity expansions.

The stock market, as is well known, values ​​the future, not just the present. These impressive order books signal to the markets that the current figures are not only justified, but that companies need to further expand their structures to meet future demand. The margins and profits of the companies involved are rising accordingly.

AI economy vs. arms industry: A critical comparison

Interestingly, it attracts Zsolt Janos a parallel to the arms industry to illustrate the importance of Return on Investment (ROI) To clarify: While massive rearmament is currently taking place in Europe as well, with governments investing large sums in defense programs, the question arises as to the long-term value creation.

• Armor: An upward push due to inflows of money, but then a dead end, since weapons do not generate further sales or services.
• AI infrastructure: Investments enable new products and services and retain customers, thus continuously generating value.

The difference in stock market valuation is striking: Palantir, a software company specializing in data analytics (also for defense), is with 400 billion Dollar assessed, while the physical weapons producer Lockheed Martin "just" 150 billion Dollar This shift shows where markets are locating future value creation. The "spiral of thought," in which car manufacturers, pharmaceutical and tech companies are suddenly interested in arms contracts, poses long-term risks for the economy, especially with regard to the period after a possible de-escalation.

Tech giants defy skepticism: Apple's impressive figures

Despite the focus on new AI developments, established tech giants are proving their strength. Apple recently delivered a revenue of 111 billion Dollar and impressed with sales growth of 22 percent – at this already gigantic level. With the highest margins in the iPhone and tablet sectors, Apple demonstrates that even without constant "new innovations" in the traditional sense, solid business models and strong brands continue to deliver outstanding results.

The Faces of AI: Personalities, Conflicts, and Ethical Questions

The AI ​​world is also shaped by strong personalities and their conflicts. The current legal dispute between Elon Musk and Sam altman (CEO of OpenAI/ChatGPT) about the future and the original non-profit orientation of OpenAI is an example of this. Zsolt Janos He notes with a wink that "crazy guys" in the tech sector significantly influence our lives and quotes an IT technician: "The whole AI and tech development is the revenge of bullied nerds on society." A thought-provoking statement.

AI in everyday life and at the workplace: opportunities, risks and challenges

AI development is progressing rapidly: AI agents are no longer just question-and-answer tools, but are deeply integrated into systems and infrastructures. This raises urgent questions about Cybersecurity, Governance and Liability High-performance AI systems like the latest version of ChatGPT (5.5) are already being scrutinized by regulators because they could pose potential cybersecurity risks.

This is also leading to changes in everyday business: Microsoft is already using independently operating AI agents in its Office suites, which can autonomously carry out processes and workflows. Companies are therefore beginning to regulate employee use of AI systems to prevent data leaks. Another, almost philosophical question arises: What rights do agents actually have?

The AI ​​burnout paradox and fears about the future

An interesting study shows that people who work very intensively with AI systems paradoxically... more fear for their job They recognize the enormous capabilities of AI and the ease with which it could be replaced. This "AI burnout paradox" leads to employees taking on more and more tasks, but simultaneously developing greater anxiety about the future. Companies must counteract this to safeguard the motivation and well-being of their employees.

The robotics revolution: collapsing prices and immense potential

Parallel to the development of AI, robotics is also advancing on a gigantic scale. Humanoid robots, particularly from China, are experiencing a massive drop in production costs. While comparable systems in the USA or Europe cost between $250.000 and $500.000 Costs: New humanoid robots for car production from China are already available for only as little as 10.000 US Dollars available. This price drop will further accelerate the introduction of robots in production and drive automation.

Conclusion: Sustainability of AI investments – The call for rapid ROI

In a recent analysis, the investment bank Jefferies summarizes that the major hyperscalers alone will be affected this year 725 billion Dollar They will invest in expanding capacity. However, there is one crucial limitation: "All AI investments must absolutely be accompanied by a very short ROI." The question of profitability thus becomes the central criterion. It's not just about developing new technologies, but about ensuring that they provide clear benefits and do not pose unnecessary risks.

The topic of AI will continue to occupy us intensely in the coming months and years. Developments are so rapid that it's almost impossible to keep track. But one thing is certain: Artificial intelligence has become indispensable in our lives and in the financial markets.

Actively shape your future: Get advice now

The dynamics of the capital markets, particularly in the field of artificial intelligence, offer enormous opportunities but also entail risks. Sound and forward-looking wealth management advice is essential to optimally position your portfolio and benefit from global developments.

Would you like to adapt your investment strategy to current trends and receive professional advice? Contact us. Zsolt Janos For personalized wealth management advice, secure your financial future.

Schedule an appointment for your wealth management consultation now.