The Future of AI Safety and AI Buildout

JPMorgan Asset Management's Insights Now published a piece exploring how AI safety has moved from technical debate to market impact. AI buildout continues to drive demand in semiconductors and software, while cybersecurity risks, supply chain constraints, and global competition from Chinese models add complexity to the investment theme. Gabriela Santos, Chief Market Strategist for the Americas, and Jason Yum, Research Analyst on the U.S. Equity Growth team, discuss how to think about AI as an investment theme and where market opportunities are emerging.