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March 18, 2025
Analysts Hilary Frisch and Naveen Jayasundaram join Jeff Schulze to provide an annual update on implementation of Gen AI services by mega cap hyperscalers and the impacts of DeepSeek on LLM development and capital spending. They also assess the significance of AI agents, examine smaller companies benefiting from profitable uses cases and why software should be on the vanguard of ongoing AI advances.
Past performance is no guarantee of future results. Copyright © 2025 ClearBridge Investments. All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio managers or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results or investment advice. This information should not be used as the sole basis to make any investment decision. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments, LLC nor its information providers are responsible for any damages or losses arising from any use of this information.
Performance source: Internal. Benchmark source: Standard & Poor's.
