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JPMorgan strategist calls AI market in 'digestion phase' amid volatility

Sundar predicts capital spending will shift toward security and data protection layers

2 Sep 15 4:45 AM · 12d ago · 1 article · 1 video · 2 sources · development 2 of 2

Sundar argued that future investment moat will likely reside in security, cybersecurity, data protection, and systems built around AI models rather than individual frontier models, drawing parallels to prior tech cycles like cloud and mobile.

Bloomberg Television

“It's not just the individual model that's probably going to end up winning out. It's a system that is going to be built around that. So the security, like cyber security and trying to ensure that like data security and proprietary data sets are built around these models. That's probably where the moat is going to be in the future.”

Sitara Sundar

Sitara Sundar Head of alternative investment strategy, JPMorgan Private Bank

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1–2Sundar predicts capital spending will…
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  1. Bloomberg Television
    AI Trade Is in 'Digestion' Phase, JPMorgan's Sundar Says video · YouTube · 12d ago · +1 outlet

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