Transformational Innovation Opportunities

UBS identifies three major transformational innovation opportunities—Artificial Intelligence, Power and Resources, and Longevity—expected to drive multi-trillion dollar revenue growth by 2030. These sectors are positioned as the primary engines for future equity returns.

Key Takeaways

• 1.Artificial intelligence is projected to have a USD 3.1 trillion revenue opportunity by 2030.
• 2.Power and resources infrastructure requires significant investment to meet global demand, with a USD 3 trillion opportunity.
• 3.Longevity trends driven by aging populations present an USD 8 trillion revenue opportunity by 2030.

Table of Contents

• Transformational Innovation Opportunities (TRIOs)
• Innovation has historically driven long-term equity returns
• Largest companies are typically the leaders of transformational innovations
• How we cover equities
• Three forces shaping the world
• TRIO AI: AI computations set to increase 25x by 2030
• Artificial intelligence: Where value accrues in the AI chain will likely shift over time
• TRIO Power & Resources: 100-200GW of new electricity supply needed in US
• Power and resources: The electrification value chain
• TRIO Longevity: More 65+ than 18- by 2030 in the US
• The Longevity value chain
• Risk information

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