Intelligence Weekly Looking at AI Regulation

UBS analyzes the fragmented landscape of AI regulation, predicting a reliance on executive orders in the US and risk-based tiers in the EU. The report maintains a long-term positive outlook on AI equities, shifting focus from infrastructure capex to application monetization.

Key Takeaways

• 1.Broad US federal AI legislation is unlikely due to partisan divides; regulation will likely manifest through executive orders focusing on national security and fostering innovation.
• 2.The investment focus in the AI rally is shifting from pure infrastructure capex toward monetization and the application/intelligence layers.
• 3.The EU and Latin America are adopting risk-based regulatory frameworks that categorize AI activities by tiers of potential harm.

Table of Contents

• Our view
• Thought of the week
• Quotes of the week
• Risk table
• 12 month rating history
• Appendix
• Equity selection system
• Global asset class preferences definitions
• Statement of Risk
• Risk information

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