From hype to hard returns: A new era for AI?

Three years after ChatGPT, the AI narrative is shifting from “what’s possible?” to “what’s profitable?” — with investors increasingly focused on execution, monetisation and risk. In Investment Week’s latest Global Outlook Portal, T. Rowe Price’s Dominic Rizzo and Mark Stodden explore why AI could become the biggest productivity driver since electricity and what the rising use of debt (and private credit) could mean for monetisation pressure and balance-sheet risk Click "Visit" to read more on Investment Week’s latest Global Outlook Portal.