Artificial intelligence
The monetization of AI feeds the increase in startup assessments
OPENAI would be in talks to remove a financing tour which values the company at more than $ 100 billion.1 Earlier this year, OPENAI’s assessment increased to more than $ 80 billion, significantly higher than its $ 29 billion assessment compared to last year.2 This news follows Openai announcing that it is on the right track for $ 3.4 billion in annualized income for 2024, more than double the $ 1.6 billion which he declared at the end of 2023.3 The company has focused on increasing business customer income by offering AI services, including access to its models via Microsoft Azure, which is expected to generate $ 200 million.4 OPENAI also announced the launch of Searchgpt, a search engine prototype designed to provide rapid and relevant responses with clear sources. Condé Nast, one of the first corporate customers of the new prototype, will now display content from points of sale like Vogue,, The New Yorker,, Condé Nast TravelerAnd Gq Via Searchgpt.5
Obesity drugs show promising results in prevention of diabetes and the treatment of other conditions
The positive impetus continued for obesity drugs, because Eli Lilly recently reported clinical trial data in which his medication in obesity, Zepbound, has reduced the risk of pre-diabetic progressing to the Diabetes 94% compared to placebo.6 Called surmount-1, the trial tested the treatment with shooting in adults considered to be pre-diabetic and obese or overweight. Adults who received the highest dose of shooting, 15 milligrams, have lost around 23% of their body weight on average over three years, much more than the 2% means lost by those on the spot.7 Lilly has also published data that supports the use of shooting beyond diabetes and weight loss, including for sleep apnea and heart failure. Zepbound is expected to report $ 22.3 billion in 2030 sales. The same drug but for type 2 diabetes, Mounjaro, is expected to total $ 22.7 billion in 2030 sales.8
The PC IA flea competition intensifies
Qualcomm and Intel accelerate their efforts to grasp the growing demand for integrated AI devices and reshape the future of personal computer science. Qualcomm presented its Snapdragon X processor Plus 8 cores, targeting PCs at a price of $ 700 to extend its semiconductors to more devices.9 Traditionally focused on smartphones fleas, Qualcomm extends its presence on the PC market to compete with companies like Intel. The new Snapdragon X series, designed for PCs performing Microsoft’s Windows operating system, offers powerful AI capabilities while maintaining a long battery life, which makes it suitable for a wide range of AID APPLICATIONS.10 Qualcomm’s Push follows the launch by Microsoft of Copilot + PCS, which is based on Qualcomm fleas to manage AI tasks on devices. Intel has also recently unveiled its main Ultra 200V series, also designed to supply AI’s features on PCs with a better battery life.11 Intel fleas should be available in September 2024.12
Uber associates with the Wayve Startup and Cruise to lead the innovation of autonomous vehicles
Uber and IA Startup Wayve, which aims to develop an AI system for general use for any vehicle in the world, has announced a partnership to advance autonomous driving technology. As part of the Agreement, Uber Finance will Wayve in exchange for a minority participation.13 Wayve AV2.0 technology, which allows vehicles to navigate independently using data from their physical environment, offers car manufacturers the possibility of improving existing vehicles with advanced driving aid systems and fully automated driving capacities. For Uber, the integration of Wayve AI solutions could accelerate the deployment of autonomous vehicles on its platform. Uber also concluded a multi-year partnership to bring Cruise, the Autonomous Automobile Company of GM, on the Uber platform.14 Once launched, Uber Riders will be able to select an AV cruise.15 The two partnerships also solidify the change from the automotive industry to shared, electric and autonomous mobility, positioning Uber as a key director in the future of transport.
Private tech tech defense take momentum
Modern soldiers adopting the war tools powered by AI and unmanned, the defense start-up Andundil Industries has raised $ 1.5 billion in a F series F, increasing its evaluation to 14 billion Dollars, compared to $ 8.5 billion in 2022.16 The company plans to use funds to extend its workforce, improve infrastructure and strengthen its supply chain. An important part of the investment will support Arsenal, a new manufacturing platform that will feed the Arsenal-1 factory to produce tens of thousands of autonomous military systems per year.17 The emphasis on Andundil on drones and robotics powered by AI deals with critical gaps in defense production, in particular those exposed by the war in Ukraine. With long deadlines to reconstruct weapons, the industry faces challenges to respond quickly to conflicts. Position of evolutionary and profitable autonomous systems and factory as a disruptor while offering the United States and its allies the ability to improve their military preparation.
The European Commission has approved green hydrogen support schemes for the Netherlands and Spain
The European Commission approved a financial support system of 998 million euros ($ 1.09 billion) for the Netherlands to produce renewable hydrogen. The program will support the construction of at least 200 megawatts (MW) of electrolysis capacity and will contribute to the efforts of the Netherlands to move to its electrolyzer capacity to 500 MW in 2025 and 3 to 4 gigawatts (GW) D ‘here 2030. EU ambitions to install at least 6 GW of renewable hydrogen electrolysis by 2024 and at least 40 GW By 2030. Eligible projects could have up to 80% of the costs covered by subsidies and projects could receive a bonus up to 10 years.18 The tender process should conclude by the end of the year. The European Commission has also approved a set of financial support of 1.2 billion euros ($ 1.3 billion) for renewable hydrogen projects in Spain. The new support diagram could support up to 100 MW of installed electrolying capacity. Qualified investments include the production of electricity derived from renewable energy, the production of fuels derived from renewable hydrogen and the storage of renewable hydrogen.19
The numbers
The following graphics examine the yields and expectations of sales growth per theme, depending on their FNB or corresponding indices.
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ETF Holdings and Performance
To see individual ETF properties and current performance in the overall thematic sequence X, including information on the index indicated, click on these links:
- Disturbing technology: ETF of artificial intelligence and technology (AIQ),, Robotics & Artificial Intelligence ETF (Botz),, Cybersecurity ETF (BUG),, ETF Cloud Computing (nail),, ETF of autonomous and electric vehicles (DRIV),, ETF Fintech (Finx),, Video games and ESFT ETF (Hero),, Lithium and Battery Tech ETF (bed),, ETF Internet of Things (SNSR),, ETF of social media (SOCL),, Data Center & Digital Infrastructure ETF (DTCR),, Blockchain ETF (BKCH),, Proptech ETF (PTEC),, ETF of defense technology (SHLD)
- Consumer economy: ETF of millennium consumers (Miln),, Electronic ETF (EBIZ),, Genomics & Biotechnology ETF (Gnom),, ETF of aging population (AGNG),, Teledicine and Digital Health Etf (Edoc)
- Infrastructure and environment: ETF of American infrastructure development (PAVE),, Etf Cleantech (CTEC),, Producers of renewable energy (RNRG),, Clean Water Etf (Aqwa),, Hydrogen ETF (Hydr),, Solar ETF (rays),, Wind Energy Energy (Wndy),, Agtech & Food Innovation ETF (Krop),, Development of ex-US ETF infrastructure (IPAV)
- Digital assets: Blockchain & Bitcoin Strategy Etf (Bits),, Bitcoin Trend Strategy Etf (BTRN)
- Multi-theme: Thematic growth ETF (GXTG)
Annex: thematic indices of the thematic expected sales growth
Agtech and food innovation:: AGTECH AND SOLAACTIVE RENOVATION REMOVATION
Aging:: Thematic index of the aging Indxx population
Artificial intelligence and technology:: Indxx Artificial Intelligence and Big Data index
Autonomous and electric vehicles:: Index of autonomous and electric vehicles resolved
Blockchain:: Resolute blockchain index
Clean water:: Clean resolutive water industry index
Clean cleanliness:: Indxx Global Cleantech Index
Cloud Computing:: Indxx Global Cloud Computing Index
Cybersecurity:: Indxx cybersecurity index
Data center and digital infrastructure:: Solactive Reits and Digital Infrastructure Data Center
Defense technology:: Global X Defense Tech Index
Electronic commerce:: Solved electronic trade index
Fintech:: Indxx Global Fintech Thematic Index
Genomic:: Resolutive genomic index
Hydrogen:: Resolutive overall hydrogen index
Internet of objects:: Indxx Global Internet of Things Index Thematic
Lithium and battery technology:: Resolutive global lithium index
Millennial consumer:: Indxx millennials thematic index
Proptech:: Global index x Proptech
Renewable energy producers:: Indxx index of renewable energy producers
Robotics and artificial intelligence:: Indxx Global Robotics & Artificial Intelligence Index Thematic
Social networks:: Total return index of resolved social media
Solar:: Resoluative solar index
Telemedicine and digital health:: Telemedicine and digital health index resolved
American infrastructure:: INDXX US Infrastructure Development Index
Video and Sport Games:: Video games and resolved esports index
Wind:: Resolving wind energy index