![De Spiegel](https://images.investmentofficer.com/cdn/ff/0fSHj9x2znOaOjRjbMAG0RIeSV7s6W3RAxPyscy_Uzk/1720017649/public/styles/medium/public/2024-06/De%20Spiegel%20artwork_1.jpg?itok=mwLSr64J)
AI is expected to significantly boost productivity and GDP growth over time, but its impact will vary across sectors. Companies heavily investing in AI, particularly in tech, are currently seeing the most benefit, though valuation resets may be necessary. The biggest winners will be those with a competitive edge, proprietary data, and innovative capabilities, especially in software, media, and industrials.